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What is a fund family of?
A fund family consists of a group of mutual funds managed by the same investment company.
Who is required to file a fund family of?
Investment companies and mutual fund companies are required to file a fund family of.
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The fund family of form is typically filled out electronically through the regulatory agency's online portal.
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The purpose of a fund family of is to provide transparency and oversight of the financial activities of the investment company.
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Information such as assets under management, investment strategies, fees, and performance metrics must be reported on a fund family of.
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