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Introduction to Mutual Fund Prospectuses

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Identify the most relevant information in prospectuses, including management, objectives, expenses, and shareholder services.

What you will learn

  • What Is a Mutual Fund Prospectus?
  • Mutual Fund Objectives
  • Mutual Fund Management
  • Mutual Fund Expenses
  • The Mutual Fund Shareholder Manual
  • Mutual Fund Details Found in the Prospectus

What do you know?

Introduction to Mutual Fund Prospectuses

A prospectus is an invaluable information source for any mutual fund investor. It is your key to the assets, management, and investment strategy of the mutual fund. It is important to be familiar with the major parts of mutual fund prospectuses, the information they contain, and how they can help you choose a mutual fund for yourself. It is your guide to the funds you are considering investing in.