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| FINRA-Reviewed Reports |
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The table below lists reports available in Morningstar® Integrated Web Tools . To view a sample of any report, click on the icon in the first column. Click on the icons in the adjacent columns to view the sample report(s) submitted to FINRA for review and corresponding response letter(s). |
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| | The table below lists reports available in Morningstar® Integrated Web Tools. To view a sample of any report, click on the icon in the first column. Click on the icons in the adjacent columns to view the sample report(s) submitted to FINRA for review and corresponding response letter(s). | | | |
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Report Type
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Report Name
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Report
PDF
File
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Reports Submitted to FINRA
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FINRA Response Letter
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| | | | Closed-End Fund Comparison |
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| | | | Closed-End Investment Detail™ |
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| | | | Fund Cost Comparison—Hypothetical Analysis |
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| | | | Multiple ETF Fund Comparison |
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| | | | Multiple Mutual Fund Comparison |
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| | | | Multiple Variable Annuity Subaccount Comparison |
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| | | | Mutual Fund Investment Detail™ |
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| | | | Mutual Fund Investment Profile |
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| | | | Mutual Fund Load-Waived Detail |
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| | | | Price and Distribution Report |
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| | | | Share Class Comparison-Hypothetical Analysis |
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| | | | Variable Annuity Comparison |
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| | | | Variable Annuity Comprehensive |
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| | | | Variable Annuity Subaccount Detail |
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| | | Stock Intersection |
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| | | | Historical Asset Allocation |
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| | | | IRA Comparison and Roth Conversion Calculator |
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| | | | Risk Tolerance Questionnaire |
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