Guide Content

This guide includes an overview of the types of closed-end funds and how they operate. However, each closed-end fund is different, and investors should learn more about a particular fund before investing. Closed-end funds—like all investments—involve risk, including the possible loss...

pub_antitrust_policy.pdf

All numbers are US (+1) except as noted Executive Office Name Work Cell Number President and CEO Eric J. Pan 202-748-2295 Chief Operating Officer Donald C. Auerbach 202-421-1134 Law All Legal Matters Susan M. Olson, General Counsel 202-247-1177 All Securities Matters Dorothy M...

Focus on Funds: An End-of-Summer Checkup for Your Long-Term Savings Aug 28, 2020 Focus on Funds: Collaborative Research Highlights Three Key Features of 401(k) Plan Design Aug 21, 2020 Ten Important Facts About 401(k) Plans (pdf) Mar 30, 2020 Focus on Funds: 401(k) Disclosure Rules...

Mutual Fund Operations Planning Guide for an Unexpected Market Close (pdf)