In addition, you should carefully read all of a fund's available information, including its prospectus and most recent shareholder report before purchasing mutual fund shares. (sec.gov)
Their work includes creating shareholder reports and financial statements, analyzing costs and expenses, monitoring accounts, reporting to audit teams and preparing annual reports. (jobhero.com)
• Create financial reports, balance sheets and shareholder reports while ensuring accurate financial reporting throughout the organization by working closely with various departments. (resume-now.com)