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  1. Investopedia
    https://www.investopedia.com/articles/investing/020116/what-mutual-fund-fact-sheet.asp

    What Is a Mutual Fund Fact Sheet? - Investopedia

    • A mutual fund fact sheet is a basic three-page document that gives an overview of a mutual fund. “It's a great starting point when you're evaluating an investment,” said Roger Whitney, a certified finan… See more

    Example of A Mutual Fund Fact Sheet

    Above is the main part (truncated) of the mutual fund fact sheet for one of the biggest, the … See more

    Investopedia
    Why Should I Read It?

    Mutual fundfact sheets are to be read by the average investor, so you don’t need a wealth of investment or financial knowledge to understand them. The document concisely e… See more

    Investopedia
    The Bottom Line

    You don’t have to be a market whiz to stay on top of how your mutual funds are doing. While there’s always a time and place to seek professional guidance, all investors need to be… See more

    Investopedia
    Fund Factsheet Templates - Fundpeak
    Use our ready-to-use fund factsheet templates to create beautiful factsheets. Access comprehensive statistics, ratings and well-designed charts. All our tearsheet templates are available in 6 …
    https://www.fundpeak.com/fund-factsheet-pr…
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    Table of Contents
    Example of A Mutual Fund Fact Sheet
    Why Should I Read It?
    The Bottom Line
     

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  2. That’s why many fund fact sheets include:

    • A list of the 10 largest investments in the fund and the percentage they make up
    • A geographical representation of where the companies are located across the globe
    • A sector breakdown, detailing the types of companies the fund invests in (e.g., financial services or technology)

    What's a fund fact sheet? | John Hancock Retirement

    retirement.johnhancock.com/us/en/viewpoints/retirement-readiness/what-s-a-fund-fact-sheet-
    retirement.johnhancock.com/us/en/viewpoints/retirement-readiness/what-s-a-fu…
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  3. People also ask
    What is a Fund Fact Sheet?
    Fund Performance: The fact sheet will provide performance data for the fund, including its performance over different time periods, such as year-to-date, 1-year, 3-year, and 5-year returns. Investment Objectives: The fact sheet will describe the fund's investment objectives, such as its goal for total return or preservation of capital.

    Top 20 Examples of Fund Sheets With Editable Templates - SlideTeam

    slideteam.net
    What should I look for in a Fund Fact Sheet?
    Risk Profile: The fact sheet will provide a summary of the fund's risk profile, including its volatility, the types of risks the fund is exposed to, and any other relevant information about the fund's risk characteristics. Look for any risks that may be outside of your comfort zone or that you don't fully understand.

    Top 20 Examples of Fund Sheets With Editable Templates - SlideTeam

    slideteam.net
    Who should use a Fund Fact Sheet?
    It is best used for investors who are new in the field of investing, and those who have minimal knowledge about their chosen fund. If there’s one creative way to describe what a fund fact sheet is, then the DBS Bank LTD truly tops it all.

    FREE 5+ Fund Fact Sheet Samples in MS Word - Sample Templates

    sampletemplates.com
    How do you write a Fund Fact Sheet?
    To write a Fund Fact Sheet, you should include the following: The fund name, which serves as the header of the fund fact sheet and contains the name of the company sponsoring or promoting the fund, the asset type of the investment, whether it will be a bond or a stock, and the investment strategy. This information goes on the topmost part of the fund fact sheet.

    10+ Fund Fact Sheet Templates

    template.net
    What is a fund facts document?
    Fund Facts also provides you with the total number of investments in the fund, giving you a sense of how diversified the fund’s investments are. Learn more about how diversification works. The investment mix section of a Fund Facts document provides a breakdown of the fund’s investment portfolio.

    Understanding Fund Facts - GetSmarterAboutMoney.ca

    getsmarteraboutmoney.ca
    What is a Nifty Fund Fact Sheet?
    A nifty fund fact sheet is a document created by companies to provide a clear and concise roadmap of the complexities of business investment. It contains all the essential information of an investment fund laid out in a simple and easily discernible document that beginner investors can understand.

    10+ Fund Fact Sheet Templates

    template.net
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  4. SlideTeam
    https://www.slideteam.net/blog/top-20-fund-sheet-templates

    Top 20 Examples of Fund Sheets With Editable Templates

     
  5. Morningstar
    https://www.morningstar.co.uk/uk/news/195245/how...

    How to... Read a Fund Factsheet - Morningstar

  6. Examples
    https://www.examples.com/business/fund-fact-sheet.html

    Fund Fact Sheet - 15+ Examples, Format, Google Docs, Word, …

  7. SlideTeam
    https://www.slideteam.net/blog/top-10-fund-fact...

    Top 10 Fund Factsheet Templates With Examples and Samples

  9. johnhancock.com
    https://retirement.johnhancock.com/us/en/...

    What's a fund fact sheet? | John Hancock Retirement

  10. etf.com
    https://www.etf.com/sections/etf-basics/how-read...

    How to Read an ETF Fact Sheet: A Beginner's Guide

  11. fundpeak.com
    https://www.fundpeak.com/fund-factsh…

    Fund Factsheet Templates - Fundpeak

    Use our ready-to-use fund factsheet templates to create beautiful factsheets. Access comprehensive statistics, ratings and well-designed charts. All our tearsheet templates are available in 6 major languages. Try it free.

  12. Aviva
    https://www.aviva.co.uk/investments/investing-for...

    How to read a fund factsheet - Aviva

  13. GetSmarterAboutMoney.ca
    https://www.getsmarteraboutmoney.ca/.../understanding-fund-facts

    Understanding Fund Facts - GetSmarterAboutMoney.ca

  14. Susan Weiner Investment Writing
    https://www.investmentwriting.com/4-tips-mutual...

    4 tips for mutual fund fact sheet templates

  15. GetSmarterAboutMoney.ca
    https://www.getsmarteraboutmoney.ca/tools/fund...

    Fund Facts: interactive sample - GetSmarterAboutMoney.ca

  16. jpmorgan.com
    https://am.jpmorgan.com/.../products/fund-documents

    Fund Documents | J.P. Morgan Asset Management

  17. Template.net
    https://www.template.net/business/fund-fact-sheet-templates

    10+ Fund Fact Sheet Templates

  18. Sample Templates
    https://www.sampletemplates.com/business-templates/...

    FREE 5+ Fund Fact Sheet Samples in MS Word - Sample …

  19. Sample.net
    https://www.sample.net/document/sheet/fund-fact-sheet

    Sample Fund Fact Sheet - 15+ IN PDF

  20. fundpeak.com
    https://www.fundpeak.com

    Fund Factsheet Production & Fund Portals | Fundpeak

  21. Template.net
    https://www.template.net/editable/9557/fund-fact-sheet

    Fund Fact Sheet Template

  22. TemplateLab
    https://templatelab.com/fact-sheet-templates

    30+ Beautiful Fact Sheet Templates, Examples and Designs

  23. Canadian Securities Administrators
    https://www.securities-administrators.ca/.../fund-fact

    Fund Facts - Interactive Sample - Canadian Securities …

  24. GMO
    https://www.gmo.com/americas/research-library/...

    Quality: The Real McCoy - gmo.com