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This page was last updated on January 25, 2001.

 

Truth In Mutual Fund Investing

Documents Relating to Rulemaking Petition

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Fund Democracy Rulemaking Petition (June 28, 2000).

Memorandum in Support of Rulemaking Petition (June 28, 2000).

Financial Planning Association Rulemaking Petition (June 28, 2000).

Consumer Groups Joint Rulemaking Petition (August 9, 2000).
-   Consumer Federation of America
-   Arizona Consumers Council
-   Consumer Action
-   Consumer Federation of California
-   Consumer Fraud Watch
-   Consumers Union
-   Democratic Processes Center
-   North Carolina Consumers Council
-   Pennsylvania Citizens Consumer Council
-   Virginia Citizens Consumer Council

National Association of Investors Corporation Rulemaking Petition (Oct. 9, 2000).

National Association of Investors Corporation Press Release (Oct. 9, 2000).

AFL-CIO Rulemaking Petition (Dec. 20, 2000)

AFL-CIO Seeks Increased Disclosure of Mutual Fund Holdings and Voting Practices, AFL-CIO Press Release (Dec. 19, 2000).

International Brotherhood of Teamsters Rulemaking Petition (Jan. 18, 2001)

John Rekenthaler, Leave it or Levitt, Morningstar.com (Oct. 6, 2000) (open letter to SEC Chairman Arthur Levitt).

SEC Rule Proposal to Prohibit Use of Misleading Fund Names (Feb. 27, 1997).

SEC Adoption of Rule Prohibiting Use of Misleading Fund Names (Jan. 17, 2001) and Press Release.

Links to Electronically-Submitted Public Comment Letters on SEC Rule Proposal to Prohibit Use of Misleading Fund Names.