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June 16, 1998
TO: BROKER/DEALER ASSOCIATE MEMBERS No. 14-98
DIRECT MARKETING COMMITTEE No. 11-98
INDUSTRY STATISTICS COMMITTEE No. 9-98
INVESTMENT ADVISER ASSOCIATE MEMBERS No. 14-98
MARKETING POLICY COMMITTEE No. 17-98
PRIMARY CONTACTS - MEMBER COMPLEX No. 53-98
PUBLIC INFORMATION COMMITTEE No. 23-98
RESEARCH COMMITTEE No. 15-98
SALES FORCE MARKETING COMMITTEE No. 12-98
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 13-98
FACT BOOK SUBSCRIBERS
RE: 1998 Mutual Fund Fact Book
______________________________________________________________________________
Enclosed is your copy of the 1998 Mutual Fund Fact Book. This reference book contains two
sections: text and data. The text covers mutual fund developments in 1997, educational
information about funds, and the most recent information available on trends in mutual fund
ownership and shareholder behavior. This year, the book also features expanded information
on mutual funds in the retirement market, and includes a new chapter on taxation of mutual
funds. The data section updates industry statistics through year-end 1997, including net new
cash flow, sales, assets, redemptions and exchanges, classified by investment objective and
other criteria.
To order additional copies, please use the enclosed form.
Robert Webster
Assistant Vice President
Public Information
Enclosure