A summary prospectus for a mutual fund must contain which of the following information?
A.
Projected return
B.
Investment objectives
C.
Fund's portfolio holdings
D.
Control persons and principal owners of the fund
The Answer Is:
B
This question includes an explanation.
Explanation:
Step by Step Explanation:
Summary Prospectus Content: Must include key information such as the fund’s investment objectives, risks, fees, and past performance. This helps investors make informed decisions.
Incorrect Options:
A: Projected returns are speculative and not included in the prospectus.
C & D: Detailed portfolio holdings and control persons are included in the full prospectus, not the summary.