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Filings Insight
Read Fund Changes Weekly
Read New Registrations Monthly
Read Case Studies
Read Windows Into Mutual Funds

Filings Insight


Monitor overall trends with Fund Changes Weekly Synopsis on the following topics:

  • Regulatory changes
  • Sales load changes and temporary waivers
  • B/D concession changes and promotional re-allowances
  • Redemption fee waivers / specific considerations
  • Minimum investments changes in retail and institutional funds
  • Sub-adviser changes and new relationships
  • Advisory fee levels and schedule changes
  • Expense caps
  • 12b-1 fee changes
  • Administrative fees, TA fees, and other service fee changes
  • Service provider replacements
  • New portfolio managers and PM changes
  • New fund registrations
  • Fund liquidations and reorganizations.


Analyze key themes in product development by studying a monthly overview of funds recently registered with the SEC. Historical synopsis reports date back to 12/2000. The major sections include analysis of the following fund types:
  • closed-end equity
  • open-end equity
  • closed-end bond
  • open-end bond



Library of selected industry issues / topics research in-depth by the Fund Filing team. Overview of the topic, detailed results as well as research steps are provided. Some of the research topics include:

  • 12b-1 Structure and Fund's Closing to New Investors
  • Market Timing Language
  • Service Provider Targeting

Case Studies Library

. Case Studies


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