Securities Law Prof Blog

Editor: Eric C. Chaffee
Univ. of Toledo College of Law

A Member of the Law Professor Blogs Network

Thursday, July 12, 2007

SEC Allows Mutual Funds to Use Tagged Risk/Return Summary Information

The SEC published final rule amendments to enable mutual funds to submit risk/return summary information from their prospectuses using interactive data under the Commission's voluntary program. The risk/return summary at the front of every mutual fund prospectus includes information about a fund's investment objectives and strategies, risks, costs, and historical performance. The Commission voted unanimously on June 20, 2007, to adopt the rule amendments.  The submission of tagged risk/return summary information will be supplemental and will not replace the required official versions of the information. Any mutual fund submitting tagged risk/return summary information will be required to include this information as an amendment to a filing on Form N-1A, the registration form for mutual funds. Volunteers can begin submitting tagged risk/return summary information on Aug. 20, 2007

http://lawprofessors.typepad.com/securities/2007/07/sec-allows-mutu.html

SEC Action | Permalink

TrackBack URL for this entry:

http://www.typepad.com/services/trackback/6a00d8341bfae553ef00e00991e48b8833

Listed below are links to weblogs that reference SEC Allows Mutual Funds to Use Tagged Risk/Return Summary Information:

Comments

Post a comment