Series 6 - Investment Company And Variable Contracts Products Representative Exam

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If a stock mutual fund charges a sales load, the sales literature must include all of the following EXCEPT:

Average annual total return
A
Any applicable sales loads
B
A toll-free number where investors may call to request performance data current to the most recent month end
C
The fund's tax-equivalent yield
D

Explanations

Municipal bond funds sometimes advertise tax-equivalent yields. Stock funds do not offer yields.