Vanguard is pretty good about it, but I had a few other mutual funds from companies that are not so good. The prospectus is the LCD.
On Thu, Mar 15, 2012 at 07:59, Jim Robinson <[email protected]> wrote: > On Friday, November 18, 2011 9:36:06 PM UTC-8, enderw88 wrote: >> >> philosophy, but most follow a similar pattern. Tracking asset >> allocation in ledger is not difficult but does require some additional >> effort to describe how the various assets you own contribute to the >> > ... > >> These numbers are available from the prospectus of any >> publicly available mutual fund. >> > > As an aside, I found it much easier to grab information from > online summaries such as > > > https://personal.vanguard.com/us/funds/snapshot?FundId=0696&FundIntExt=INT#hist=tab%3A2 > http://portfolios.morningstar.com/fund/summary?t=VFORX > > rather than hunting through the prospectus PDFs. > > Jim > > -- Craig, Corona De Tucson, AZ enderw88.wordpress.com
