INTERACTIVE DATA FOR MUTUAL FUND RISK/RETURN SUMMARY pot

INTERACTIVE DATA FOR MUTUAL FUND RISK/RETURN SUMMARY . pot

... in interactive data format.31 In 2007, we extended the program to enable mutual funds voluntarily to submit in interactive data format supplemental information contained in the risk/return summary ... enhance mutual fund disclosure of certain key information, including risk/return summary information, by, among other things, permitting mutual funds to provide such information in the form of a summary ... have submitted risk/return summary information in interactive data format. These funds represent 15 fund complexes, and consist of a range of fund types, including 14 equity funds, two balanced...

INTERACTIVE DATA FOR MUTUAL FUND RISK/RETURN SUMMARY . pdf

... that mutual funds provide interactive data? • What advantages are there to investors having the mutual fund responsible for preparing risk/return summary information in interactive data format, ... tagged risk/return summary information is accurate and consistent with the information the mutual fund presents in its traditional format filing. Because mutual fund risk/return summary information ... INTERACTIVE DATA FOR MUTUAL FUND RISK/RETURN SUMMARY AGENCY: Securities and Exchange Commission. ACTION: Proposed rule. SUMMARY: We are proposing rules requiring mutual funds to provide risk/return...

Current Developments for Mutual Fund Audit Committees Quarterly summary doc

... the report. Mutual Fund Directors Forum www.mfdf.com Practical Guidance for Fund Directors on Effective Risk Management Oversight, April2010 This report provides guidance for directors ... 2010, wouldreplace Rule 12b-1, which permits registered mutual funds to use fund assets to pay for the cost of promoting sales of fund shares. Unlike the current Rule 12b-1 framework, the ... participants to discuss the potential for money market funds to pose a systemic risk to broader nancial markets and possible options for further regulatory reform. The panel discussed several...

Tài liệu Boston Institute of Finance Mutual Fund Advisor Course potx

... a mutual fund that normally impose a sales charge on the fund purchase. Class B shares. Shares of a mutual fund that are subject to a contingent deferred sales charge. Closed-end funds. Funds ... capital gains. Total return information. If a mutual fund s sales literature contains a quotation or yield, it must contain the fund s total return information for one year, five years, and ... of the following types of mutual funds should be offered to Mrs. Truman? a. Specialized growth fund b. Money market fund c. Blue-chip growth fund d. Balanced fund 8. An open-end investment...

Payoﬀ Complementarities and Financial Fragility: Evidence from Mutual Fund Outﬂows potx

... the performance rank, we are gradually hitting thethreshold for more and more funds. Then, because complementarities are stronger for illiquid fundsthan for liquid funds, a decrease in performance ... CRSPassigns each fund share a dummy for institutional share and a dummy for r etail share. The twodummies are not mutually exclusive. Therefore, we set Inst to be one for a fund share if theCRSP ... is repeated at the fund level where we aggregate fund- share data that belong to the same fund. Analysis about fund policyis conducted at the fund level. The deﬁnitions and summary statistics...

FINANCIAL STABILITY OVERSIGHT COUNCIL PROPOSED RECOMMENDATIONS REGARDING MONEY MARKET MUTUAL FUND REFORM potx

... roadmap for financial reform in June 200914At the time of the adoption of the 2010 reforms, the SEC noted that these reforms served as a “first step” in addressing MMF reform. calling for: (i) ... structural reform alternative. TABLE OF CONTENTS PUBLIC COMMENT INSTRUCTIONS 3 I. EXECUTIVE SUMMARY 4 II. OVERVIEW OF MONEY MARKET MUTUAL FUNDS 8 A. Description of Money Market Mutual Funds ... its near-term MMF reform efforts; and (ii) the PWG to evaluate the need for structural reform of MMFs. The SEC addressed this first element when it adopted the 2010 reforms. 15 In October...

Báo cáo khoa học: "Experiments on Candidate Data for Collocation Extraction" pot

... whereas numbers for automaticextraction range from 14 782 to 16056. The bestresults for YAC chunks on perfect tagging include660 pair types that are not found in the reference data, while 716 ... evaluation of methods for extract-ing collocation candidates from largetext corpora. Our research is basedon a German treebank corpus used asgold standard. Results are available for adjective+noun ... cor-pora is usually performed in a three-stage process(cf. Krenn (2000, 28-32) and references therein):1. The source corpus is annotated with vary-ing amounts of linguistic information (rang-ing...

State Farm Mutual Fund Trust ANNUAL REPORT 2011 potx

... to Rainier’s performance before both were completely sold from the Fund. Financial highlights for this Fund can be found on pages 184-185.14December 31, 2011State Farm Mutual Fund TrustANNUAL ... Bond Fund State Farm Bond Fund State Farm Tax Advantaged Bond Fund State Farm Money Market Fund State Farm LifePath®Retirement Fund State Farm LifePath 2020® Fund State Farm LifePath 2030® Fund State ... highlights for this Fund can be found on pages 188-189.24Page1of1STATE FARM MUTUAL FUND TRUST State Farm Tax Advantaged Bond Fund June 1, 2012 Supplement to State Farm Mutual Fund Trust...

Mutual Fund Risk/Return Summary Taxonomy Preparers Guide doc

...    Mutual Fund Risk/Return Summary TaxonomyPreparersGuideDecember 3, 2010 1 Goal This Preparers Guide is intended to assist preparers to use the XBRL US Mutual Fund Risk/Return Summary ... Taxonomy for submission of the Risk/Return Summary section of mutual fund prospectuses, as defined by the U.S. Securities and Exchange Commission (“SEC”) rules, in an interactive data format (“XBRL”). ... (http://sec.gov/rules/final/2009/33-8998.pdf) and Interactive Data for Mutual Fund Risk/Return Summary (http://sec.gov/rules/final/2009/33-9006.pdf). The summary prospectus examples contained in this...

Determinants of Growth for Thai Mutual Fund Industry doc

... emerging mutual funds. Secondly, this study explores determinants of mutual fund growth at the asset management corporation level. Research on emerging market mutual funds are performed at mutual fund ... equity mutual funds. Funds categorized as the first type of equity mutual funds categorized on products are equity index fund (INDEX), general stock funds (STOCK), partial foreign equity fund, ... private investment fund for high net worth investors, provident and pension funds for the systematic long term investment and mutual funds for individuals with constraints in time, information, investment...

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