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2010-09-24
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Disclosure of Mutual Fund After-Tax Returns
Part IV
Proposed Rules
D09002ee1bdfaf3dd
D09002ee1bdfaf4c6
United States
Securities and Exchange Commission
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United States Government Agency or Subagency
The Securities and Exchange Commission is proposing rule and form amendments under the Securities Act of 1933 and the Investment Company Act of 1940 to improve disclosure to investors of the effect of taxes on the performance of open-end management investment companies (``mutual funds'' or ``funds''). Under the proposed amendments, mutual funds would be required to disclose after-tax returns based on standardized formulas comparable to the formula currently used to calculate before-tax average annual total returns. The proposals also would require funds that include after-tax returns in advertisements and other sales materials to include standardized after-tax returns.
65 FR 15500
https://www.govinfo.gov/app/details/FR-2000-03-22/00-6948
00-6948
fr22mr00-36
8010-01-P
Release Nos. 33-7809
34-42528
IC-24339
File No. S7-09-00
https://www.govinfo.gov/app/details/FR-2000-03-22/00-6948
https://www.govinfo.gov/content/pkg/FR-2000-03-22/html/00-6948.htm
https://www.govinfo.gov/content/pkg/FR-2000-03-22/pdf/00-6948.pdf
Advertising
Investment Companies
Reporting and Recordkeeping Requirements
Securities
20 p.
15500
15519
65 FR 15500
Code of Federal Regulations
Title 17 Part 230
17 CFR Part 230
Code of Federal Regulations
Title 17 Part 239
17 CFR Part 239
Code of Federal Regulations
Title 17 Part 270
17 CFR Part 270
Code of Federal Regulations
Title 17 Part 274
17 CFR Part 274
Disclosure of Mutual Fund After-Tax Returns; Federal Register Vol. 65, Issue
PRORULE
00-6948
IV
SECURITIES AND EXCHANGE COMMISSION
2000-06-30
Release Nos. 33-7809
34-42528
IC-24339
File No. S7-09-00
8010-01-P
00-6948
Proposed rule
The Securities and Exchange Commission is proposing rule and form amendments under the Securities Act of 1933 and the Investment Company Act of 1940 to improve disclosure to investors of the effect of taxes on the performance of open-end management investment companies (``mutual funds'' or ``funds''). Under the proposed amendments, mutual funds would be required to disclose after-tax returns based on standardized formulas comparable to the formula currently used to calculate before-tax average annual total returns. The proposals also would require funds that include after-tax returns in advertisements and other sales materials to include standardized after-tax returns.
Comments must be received on or before June 30, 2000.
Maura S. McNulty, Senior Counsel, Martha B. Peterson, Special Counsel, or Kimberly Dopkin Rasevic, Assistant Director, (202) 942-0721, Office of Disclosure Regulation, Division of Investment Management, Securities and Exchange Commission, 450 5th Street, N.W., Washington, D.C. 20549-0506.
Advertising
Investment Companies
Reporting and Recordkeeping Requirements
Securities
rule-comments@sec.gov
http://news.morningstar.com/news/ms/
http://personal300.fidelity.com/global/whatsnew/
http://personal400.fidelity.com/
http://personal400.fidelity.com/global/whatsnew/content/94689.html.tvsr/
http://www.dreyfus.com/
http://www.fundsinteractive.com/features/crz07991.html
http://www.ignites.com/
http://www.libertyfunds.com/liberty/lf/scripts/inTheNews.jsp?BV_SessionID=@@@@0115467702
http://www.personalfund.com/cgibon/calculate.cgi
http://www.sec.gov
http://www.sec.gov/consumer/inws.htm
http://www.sec.gov/consumer/mperf.htm
http://www.sec.gov/consumer/mperf.htm/
http://www.sec.gov/mfcc/mfcc-int.htm
http://www.taxadmin.org/fta
http://www.vanguard.com/cgi-bin/pressroom/PRPrevious.html
majestic2.vanguard.com
majestic3.vanguard.com/FP/DA/0.1
Morningstar.com
Federal Register
Vol. 65, no. 56
Office of the Federal Register, National Archives and Records Administration
2000-03-22
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328 p.
Table of Contents:
AE 2.7:
GS 4.107:
AE 2.106:
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https://www.govinfo.gov/app/details/FR-2000-03-22
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0097-6326
0042-1219
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https://www.govinfo.gov/app/details/FR-2000-03-22
https://www.govinfo.gov/content/pkg/FR-2000-03-22/pdf/FR-2000-03-22.pdf
https://www.govinfo.gov/content/pkg/FR-2000-03-22/xml/FR-2000-03-22.xml
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2010-09-24
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