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8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I OMB No. 15452224 See separate instructions. Reporting
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What is ultra short duration fund?
Ultra short duration fund is a type of mutual fund that typically invests in fixed-income securities with short maturities, usually less than one year.
Who is required to file ultra short duration fund?
Ultra short duration funds are required to be filed by fund managers, financial institutions, and investment companies.
How to fill out ultra short duration fund?
To fill out an ultra short duration fund, one must provide information on the fund's investments, returns, expenses, and any other relevant financial data.
What is the purpose of ultra short duration fund?
The purpose of an ultra short duration fund is to provide investors with a low-risk investment option that offers slightly higher returns than traditional savings accounts or money market funds.
What information must be reported on ultra short duration fund?
Information reported on an ultra short duration fund includes the fund's net asset value (NAV), investment holdings, performance metrics, and any fees or expenses associated with the fund.
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