important mutual fund changes

At AFS, we believe it is vital to stay on top of the changes at the mutual funds you recommend or that your clients own.  Even if you believe in a buy-and-hold investment strategy, that doesn’t mean buy-and-forget.  Wouldn’t you want to know if a fund that you own changed its investment objective, risk, expenses or manager?
Here are all the archived updates to changes ranging from fund ownership, name, or mergers to changes in manager, investment discipline, portfolio composition, risk, turnover and expense. If the fund has made a significant change, it is posted here.

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