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Summary of Important Mutual Fund Documents: The Shareholder Report

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Summary of Important Mutual Fund Documents: The Shareholder Report

Information is power. However, you know that shareholder reports tend to be dry reading. Luckily, you won't need to read them every day, and once you have gotten familiar with how they are put together, it will be easier to read them in the future.

What you have learned

  1. Letter from the President and Letter from the Portfolio Manager
  2. Recent Fund Performance and Portfolio Holdings
  3. Financial Statements

Find out what you have learned