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Text of Final SEC Regs on Disclosures About Portfolio Managers at Mutual Funds (PDF)
U.S. Securities and Exchange Commission [SEC]Link to more items from this source
[Official Guidance]
Aug. 27, 2004
19 pages. Excerpt: We are adopting, with several modifications to address commenters' concerns, amendments that require a fund to provide disclosure in its ... [Statement of Additional Information] regarding other accounts for which the fund's portfolio manager is primarily responsible for the day-to-day portfolio management.

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