Category: Design

1 post categorized as "Design"

BG101-5 Got Fact Sheets?

September 1, 2016
Posted by Nicholas

The fact sheet is the billboard to your firm’s mutual fund.  It outlines all noteworthy information for investors and potential investors alike.  It conveys the fund strategy and its top holdings.  Fund statistics and graphs display the quarterly performance data since the fund’s inception.  The disclosures and contact information detail additional facts.   These are…

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