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A summary prospectus for a mutual fund must contain which of the following information?

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

FINRA SIE Summary

  • Vendor: FINRA
  • Product: SIE
  • Update on: Jan 2, 2026
  • Questions: 188
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