Series 7: 6.1.4.5.3 Fund Name Rule

Taken from our Series 7 Top-off Online Guide

6.1.4.5.3 Fund Name Rule

If an investment company has a name that implies that it focuses on a particular kind of investment, the fund must have at least 80% of the assets in that kind of investment. For example, the Admiral Bond Fund must have 80% of its assets in bonds.

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