SEC Proposes an Overhaul of Fund Disclosures
Link Copied The Securities and Exchange Commission is considering a major proposal that would dramatically change the disclosures that investors receive when investing in a mutual fund. The heart of the proposal is a new, concise annual report that is visually engaging and presents important information to investors in an easy-to-read format. The updated report will include information on the funds performance, material changes, principal risks, and other appropriate information. The propos...
Allison Herren Lee Exchange Commission Performance Data Will Allow Commission Should Rationalize Expense Ratios Recommend Improving Fee Disclosures
Source: morningstar.com