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Date:
June 18, 2024

ICI Calendar Overlay App (pdf)

Date:
January 17, 2024

Mutual Funds 100 Message Grid (pdf)

Date:
May 11, 2023

Annotated Bibliography of Research on Open‑Ended Fund Liquidity Dynamics (pdf)

Date:
December 9, 2022

Glossary of Investing Terms

Date:
April 13, 2016

Limitations on Beneficial Ownership of Retail Fund Shares (pdf)

Date:
April 13, 2016

Certificate of Beneficial Ownership of Retail Fund Shares (pdf)

Date:
April 13, 2016

Annotated Prototype Policy and Procedures (pdf)

Date:
April 13, 2016

Oversight of Intermediaries Under Amendments to Rule 2a-7 (pdf)

Date:
April 13, 2016

Money Market Fund Reform Implementation: Form Amendment (pdf)

Date:
November 9, 2015

Event Processing Assumptions and Considerations (pdf)