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Chapter 3. Understanding Mutual Funds: T... > Prospectus and Reports to Shareholde...

Prospectus and Reports to Shareholders

Funds are required to provide a prospectus to potential purchasers outlining such details as investment objective, costs, illustrative performance over a period of time, purchase and redemption procedures, and so forth. Furthermore, funds must issue semiannual reports disclosing their portfolio holdings, although these reports can have a two month lag (some funds voluntarily disclose information more often than that).


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