Guide for ETF and Mutual Fund Facts

For further information on CSA Interactive Guide to Mutual Fund Facts click here.

Interactive Sample ETF Facts

When purchasing an Exchange Traded Fund, companies are required to produce and file an ETF Facts, which is a summary document. Unlike Fund Facts for mutual funds, the document is not required to be provided before or at the point of sale. Rather, it must be received by the investor within 2 business days of the purchase. An interactive ETF Facts sample document has been created which explains what each section means.

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