Regulatory Alerts2026-07-06
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Assessment Framework | Performance Ranking
The document defines a five-star quantitative scale for assessing fund performance based on historical absolute and risk-adjusted returns. It establishes rating modifiers including stable, positive, negative, and developing outlooks, as well as rating watch alerts for potential changes. Ratings are suspended when requisite information is lacking and must be resumed within six months or considered withdrawn. Surveillance of mutual fund ranking opinions is conducted periodically, with comprehensive reviews required at least every six months.
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