The SEC requires that a mutual fund's profile prospectus include an estimate of the future rate of return for the fund.

Question

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The SEC does not require that a mutual fund's profile prospectus include an estimate of the future rate of return for the fund as it is impossible to predict the future performance of a fund. The prospectus does, however, provide information on the fund's historical performance and investment strategies.

The SEC Requires That a Mutual Fund's Profile Prospectus Include