Assertion: fund | /r/HasAspect | name
Facets:
Source sentences:
text: The requirements set forth in rule 35d-1(a)(4) for a fund that has a name suggesting that its distributions are exempt from federal income tax are generally the same as those currently applied by the Division of Investment Management.
text: Rule 35d-1 will provide significant benefits to investors, by helping to ensure that an investment company that has a name suggesting that it focuses on a particular type of investment, or in investments in a particular industry, invests at least 80% of its assets in the type of investment suggested by its name.
text: However, a fund that has a name containing both the term "global" or "international," and a term that suggests that the fund focuses its investments in a particular type of investment, e.g., "fixed income," will be expected to comply with the 80% investment requirement with respect to the latter term.
text: Based on the overall percentage of investment companies and series that have names suggesting a focus on a country or geographical region, we estimate that 9 of these registration statements annually will have to include disclosure required by the rule, at a cost of two hours per registrant, or 18 hours.