Summary Prospectus
Mutual Fund Prospectus | Investor.gov
The statutory prospectus is the traditional, long-form prospectus with which most mutual fund investors are familiar. The summary prospectus, which is used by ...
How does a summary prospectus and an offering memorandum differ?
Investors use the information in disclosure documents, such as a summary prospectus or an offering memorandum, to make informed investment decisions.
17 CFR § 230.498 - Summary Prospectuses for open-end ...
This paragraph describes the requirements for a Fund's Summary Prospectus. A Summary Prospectus that complies with this paragraph (b) will be deemed to be a ...
17 CFR § 230.431 - Summary prospectuses. - Law.Cornell.Edu
A summary prospectus shall contain the information specified in the instructions as to summary prospectuses in the form used for registration of the securities ...
Summary Prospectus Template - SEC.gov
This Summary Prospectus is designed to provide investors with key fund information in a clear and concise format. Before you invest, you may want to review the ...
Article 7 The prospectus summary
Article 7 The prospectus summary ... 1. ... (b) such securities have a denomination per unit of at least EUR 100 000 . 2. The content of the summary shall be ...
What Is a Prospectus? Example, Uses, and How to Read It
A prospectus is a formal document required by and filed with the Securities and Exchange Commission (SEC) that provides details about an investment offering to ...
Summary Prospectus - Goldman Sachs Asset Management
100% of the Fund's portfolio will be invested in U.S. dollar-denominated securities. Summary. Prospectus. July 28, 2023. GOLDMAN SACHS DYNAMIC MUNICIPAL INCOME ...
2024 Summary Prospectus - BlackRock
2024 Summary Prospectus. • iShares 0-5 Year TIPS Bond ETF | STIP ... of) this Summary Prospectus. Information on the Fund's net asset ...
Updated Disclosure Requirements and Summary Prospectus for ...
New rule 498A under the Securities Act of 1933 will permit a person to satisfy its prospectus delivery obligations under the Securities Act for ...
Summary Prospectus - Franklin Income Fund
A summarized version of the prospectus explaining the Franklin Income Fund's investment goals, principal strategies and risks, as well as sales charges, ...
This document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all.
... Summary Prospectus. This Summary Prospectus contains information you should know before investing, including information about risks. Please ...
Summary Prospectus - BlackRock
... Summary Prospectus. This Summary Prospectus contains information you should know before investing, including information about risks. Please ...
SEC Proposes Major Changes to Prospectus and Shareholder ...
In 2009, the SEC adopted the summary prospectus rule.3. This alert summarizes the proposed changes in prospectus, SAI, shareholder report and ...
Summary and Statutory Prospectus - Mutual Funds - thisMatter.com
A prospectus, which details investment objectives, management, portfolio holdings, performance, and fees for a specific fund.
Prospectuses and reports | Capital Group
Prospectuses & Reports - Mutual Funds · SUMMARY PROSPECTUS · PROSPECTUS tooltip: A legal document describing the objectives of a fund, the background of fund ...
Mutual Fund Prospectuses: Investor Information | Charles Schwab
Find the information you need with Schwab prospectuses, performance summaries, and portfolio holdings statements for each fund.
ICI Summary Prospectus Webinar - Investment Company Institute
I. Background – Overview of the Rule Amendments a. Required Summary Section of the Statutory Prospectus b. Optional Summary ...
... Summary Prospectus. This Summary Prospectus contains information you should know before investing, including information about risks. Please ...