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CITY OF FLINT FINANCE DEPARTMENT DIVISION OF PURCHASES AND SUPPLIES City Hall 1101 S. Saginaw Street, M203 Flint, Michigan 48502 (810) 7667340 FAX (810) 7667240 www.cityofflint.com TDD 7667120Dr.

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How to fill out mutual fund tables

01

Start by gathering all necessary information such as fund name, symbol, and expense ratio.

02

Fill out the fund's performance data including the 1-year, 5-year, and 10-year returns.

03

Record any fees associated with the mutual fund including sales charges or redemption fees.

04

Include any additional information such as asset allocation, top holdings, and manager tenure.

05

Double check all information for accuracy before submitting the completed mutual fund tables.

Who needs mutual fund tables?

01

Investors looking to compare different mutual funds based on performance, fees, and other criteria.

02

Financial advisors who assist clients in selecting appropriate mutual funds for their investment portfolios.

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What is mutual fund tables?

Mutual fund tables are tables that display information about a mutual fund's performance, composition, and other key details.

Who is required to file mutual fund tables?

Mutual fund companies or entities that offer mutual funds are required to file mutual fund tables.

How to fill out mutual fund tables?

Mutual fund tables can be filled out by providing accurate and up-to-date information on the fund's holdings, performance metrics, and any other required data.

What is the purpose of mutual fund tables?

The purpose of mutual fund tables is to provide transparency and accountability to investors by presenting key information about the fund in an accessible format.

What information must be reported on mutual fund tables?

Mutual fund tables typically report on the fund's performance, holdings, expenses, fees, and other relevant data.

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