Statement of Additional Information (SAI)


 

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Statement of Additional Information (SAI)

A document provided as a supplement to a mutual fund prospectus. It provides more detailed information about fund policies, operations, and risks. Also known as a Part B prospectus.



Statement of Additional Information (SAI)

Similar Matches

Information Agent

Information Agent

Agent whose primary task is to disseminate and explain the details of capital transactions.


Information costs

Information costs

Transactions costs that include the assessment of the investment merits of a financial asset. Related: Search costs.


Information Ratio

Information Ratio

The ratio of annualized expected residual return to residual risk. A central measurement for active management, value added is proportional to the square of the information ratio.


Limit order information system

Limit order information system

The electronic system supplying information about securities traded on participating exchanges so that the best securities prices can be found.


Information services

Information services

Organizations that furnish investment and other types of information, such as information that helps a firm monitor its cash position.


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