Simfund Filing® 5.0 is an internet-based SEC EDGAR filing
retrieval system focused uniquely on mutual funds.
Updated daily, our Simfund Filing library contains
all documents pertinent to the mutual fund industry
- prospectuses, semi/annual reports, proxies, and
more. Fund managers controlling the majority of
the industry's assets, as well as many service companies,
use Fund Filing for such major functions as:
Product Development: Immediate
access to information on existing funds and new
market opportunities.
Fees and Expense Research: Contract
details, sub-advisory arrangements, service features.
Competitive Intelligence: Actions
by direct competitors.
Legal Research: Legal language,
variations, changes.
Portfolio Management: Holdings,
when disclosed.
Easy and straight forward to use, Fund Filing
provides various avenues for you to search for
data including but not limited to, fund name,
policy name, filing date and key terms. To keep
you up-to-date, Fund Filing provides you with:
Daily Alert Service that monitors
changes in mutual funds by tracking 497-filings
(supplements to definitive prospectuses) on a
daily basis and extracting and categorizing pertinent
information. Also available are summary reports
highlighting monthly trends.
New Fund/Class Tracking System
that contains information on new registrations
not only in filings, but also in a concise profile
format.
Principal Protection Funds which
builds on the recent appeal of principal protection
products. Investment companies are adapting the
structures and features of capital guaranteed
funds to position them not only for downside protection,
but also for more rewarding gains in rising markets.
Related filings, both for new principal protection
funds' registrations and pre-2002 fund filings
are easy to access via a special link from the
home page
To discuss how
we can be of assistance, please contact:
Anthony Disanzo
(212) 217-6951
adisanzo@sionline.com
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