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STRATEGY SELECTION FORM Client Name(s): Account # (if known): Strategy Emerging CountrySpecificFees Strategy Fee 0.95 % Advisor Fee % Total Fee the Emerging CountrySpecific Strategy: ETFs that invest
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Morningstar guide to mutual funds is an informative document that provides detailed information about a mutual fund's performance, holdings, fees, and other important information for potential investors.
Mutual fund companies or entities that offer mutual funds are required to file the Morningstar guide to mutual funds.
To fill out Morningstar guide to mutual funds, mutual fund companies need to provide accurate and up-to-date information about the fund's performance, portfolio holdings, fees, and other relevant data using the Morningstar template provided.
The purpose of Morningstar guide to mutual funds is to provide potential investors with essential information about mutual funds to help them make informed investment decisions.
Information such as fund performance, portfolio holdings, fees, expenses, risks, investment strategy, and other relevant data must be reported on Morningstar guide to mutual funds.
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