Fund Facts is a document that fund managers must create for each mutual fund that they sell. Each Fund Facts is in plain language, and no more than two pages double-sided. Fund Facts highlights key information for investors, including past performance, risks, and the costs of investing in the mutual fund.
Your mutual fund dealer must deliver Fund Facts to you before you buy a mutual fund.
Exchange-traded funds (ETF) have a similar plain-language document named ETF Facts. Your dealer must deliver an ETF Facts to a client within two days of a purchase.
Learn more about Fund Facts, and for help understanding what each section means.
