Fund Changes

US Fund Changes

This section features mutual fund updates and changes. Types of fund changes include:

New funds
Reverse splits
Closed to new investors
Load amount changes
Load structure changes
Splits
Redemption fee changes
Objective reassessments
Name changes
Mergers
Management changes
Liquidations
Closed to new money
Other

Redemption fee changes, management changes, and load structure changes are updated monthly. Load amount changes are updated quarterly. Please contact Client Services at (877) 955-4773 if you have any questions about this material.

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