It’s important to understand your investments so you can make informed financial decisions.
Fund Facts gives you valuable mutual fund details including performance history, holdings, risks and costs, so with the help of your investment representative, you can make the investment choices that meet your needs.
Using the tool below, you can view, download or print the Fund Facts document(s) you require.
Select a fund series checkbox to show or hide a fund series in the lists of funds below the checkboxes (if you’re already a Quadrus client, find your fund series on your statement).
Next, in the list of funds, check the fund series for each specific fund you’d like to appear on a generated Fund Facts PDF.