RegAlert1993-06-15
Added · Updated
SEC Division of Investment Management staff letter: Investment Company Institute
The SEC Division of Investment Management provides guidance to mutual fund registrants on presenting line graph performance comparisons for multi-class funds in prospectuses or annual reports under Item SA of Form N-1A. Registrants may use a single graph with separate lines for each class if offered on the same date, multiple graphs for classes with different initial offering dates, or a single line for the oldest class with specific disclosures and performance data for all classes. The Division discourages single graphs with lines starting at different dates and reserves the right to request restatement and redistribution of disclosure documents if the presentation is materially deficient.
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION J:.....-l~~ WASHINGTOl'.,D.C. 20549 L ...,. "-,. ," . " r- ~,t' ~ -:CA -'70 ., ; VISION OF
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IN. ..IENT MANAGEMENT
Jse"U!!. "-~(.L ) RU+:c, .PubÜê-.. , AvallablUt.y ~ "'/s--l;3 June 1S, 1993
Ms. Amy B.R. Lancellotta
Associate Counsel
Investment Company Institute
1600 M street
Washington, DC 20036
Re: Line Graph Comparison for Multi-class Funds
Dear Ms. Lancellotta:
New Item SA of Form N-1A requires, among other things,
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Source: Securities and Exchange Commission — original document · Summary generated with machine assistance and reviewed before publication; the authoritative text is the regulator's original document. How RegAlert works
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