Fund
Company 15(c) Board Reports
Support
your annual contract renewal efforts with clear, concise,
unbiased information and analysis.
Meaningful
rankings
Prepared
by a team of Morningstar experts, our 15(c) reports pull together
groups of truly comparable funds by screening statistics based
on actual portfolio holdings. That means when you are ready
to evaluate fund performance, you’ll be sure of a fair, apples-to-apples
standard of comparison.
Unbiased,
objective data
The
SEC’s increased scrutiny of trustees and media makes it more
important than ever to request and review independent, third-party
information. And when that third party is the leader in independent
investment information, you can be certain your information
is accurate, concise, and up-to-date.
The
missing half
While
absolute return is important, it’s critical to understand
how much risk was taken to achieve those returns. Morningstar
offers five measures of risk and risk-adjusted return.
Award-winning
format
Our 15(c) reports present all the pertinent information in an easy-to-read, full-color format. Our eye-catching graphics, tools, and easy-to-understand text will help you ascertain and address key issues.
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