Continuing to Remain in the Dark

November 1999
Journal of Financial Planning;Nov99, Vol. 12 Issue 9, p21
Academic Journal
This article focuses on the availability of portfolio holding information about mutual funds quarterly as a tool that can be used by big institutional investors in the U.S. Despite of its availability, several financial planners still used semiannual reports. Executives that focused on mutual funds remain reluctant to avail because of competitor's lead. The issue came to be significant when Standard & Poor Inc. introduced a fund screening service for financial planners and other intermediaries. However, Standard & Poor requires fund companies to provide quarterly portfolio holding information.


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