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Fund Fact Sheets
Fund Fact Sheets
Our Fund Fact Sheets are a cost-effective, automated fund data solution. By partnering with Standard & Poor’s Financial Communications, you gain access to data that has been compiled by the most trusted name in objective financial analysis and information — Morningstar. Fund Fact Sheets can be purchased as an off-the-shelf, S&P-branded product, or fully customized to meet well-defined marketing needs. A complimentary copy of "Understanding Mutual Fund Fact Sheets" guide is available with your fund fact sheets. The guide provides definitions for key terms and helps investors read a fund fact sheet.
Generic Fund Fact Sheet Sample (PDF)
Custom Fund Fact Sheet Sample (PDF)
Understanding Mutual Fund Fact Sheets Sample
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