Where can I learn strategies of mutual fund? or can I?

Hi guys, I'm new to asset managements, I currently work as a financial advisor in Canada and really want to get into the industry, the only thing I have exposure on is mutual fund right now, because I sell them to clients, I was searching online for some details about the mutual funds I sell everyday, all I can find is a few sentences in annual financial statements or MRFP, where can I find more information? are these mutual fund companies required to disclose their strategies? Both Canada and US please!

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Comments (10)

Apr 25, 2021 - 12:29am

We know the general information like US value funds invest in US equities with value tilt and seeking for long term capital growth, but we have no access to details like security selection process, currency hedging strategy, the information I can find in fund facts and financial reports are so general, doesn't help at all to understand better about their strength and weakness, have any suggestions?

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Apr 26, 2021 - 4:42pm

mutual funds are not hedge funds....they have a prospectus and must publish their holdings periodically...checkout morningstar

just google it...you're welcome
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