An Inside Look at a Fund Prospectus

An Inside Look at a Fund Prospectus
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Javier Simon
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Before you invest in a mutual fund, you may want to take a close look at a crucial document called a fund prospectus. This contains key information about a fund’s objectives, investment strategies, past performance, fees, and more.

You can find a fund prospectus through the fund company’s website or often through your brokerage firm’s trading platform. You also can receive it by mail, phone, or email from the fund company. Finally, you can get it through the Securities and Exchange Commission’s official website.

Javier Simon
Javier Simon
Author
Javier Simon is a freelance personal finance writer for The Epoch Times. He specializes in retirement planning, investing, taxes, fintech, financial products and more. His work has been featured by major publications including Fox Business, The Motley Fool, NerdWallet, and Money Magazine.