In October 2022, the Securities and Exchange Commission (SEC) adopted amendments that will significantly alter the content, format and presentation of annual and semi-annual shareholder reports used by investment companies, including mutual funds and exchange-traded funds (collectively, funds) registered on Form N-1A (Amendments). As discussed in a previous S&K Client Alert, the Amendments will result in a new “tailored shareholder report” (TSR), a concise and visually engaging report that is better designed to meet the informational needs of retail investors...
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