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SECURITIES AND EXCHANGE COMMISSIONER 497K Summary Prospectus for certain opened management investment companies filed pursuant to Securities Act Rule 497(K)Filing Date: 20180810SEC Accession No. 000119312518245971

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What is form 497 mutual fund?

Form 497 mutual fund is a form filed with the Securities and Exchange Commission (SEC) by mutual funds to provide investors with updated information about the fund.

Who is required to file form 497 mutual fund?

Mutual funds are required to file form 497 with the SEC to comply with regulations and provide transparency to investors.

How to fill out form 497 mutual fund?

Form 497 mutual fund can be filled out by mutual funds with the help of financial advisors or compliance professionals to ensure accuracy and compliance with SEC regulations.

What is the purpose of form 497 mutual fund?

The purpose of form 497 mutual fund is to provide current and potential investors with important information about the mutual fund, including performance data, fees, and risks.

What information must be reported on form 497 mutual fund?

Form 497 mutual fund typically includes information such as fund performance, fees, expenses, portfolio holdings, and investment strategies.

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