FAQs: Mutual Fund




1. Do I need to provide the ticker symbol of a mutual fund in my financial disclosure report?

You are not required to provide the ticker symbol, but we encourage you to provide the ticker symbol if you know it.  Providing ticker symbols will expedite the review of your report, which will enable you to clear the certification process more quickly.  Regardless of whether you provide the ticker symbol, you need to provide the full name of the fund.