Newkirk Fund Central
Fact sheet available

Newkirk Fund Central provides online investment information to retirement plan participants. Newkirk Fund Central is made up of three components.

EDGAR-View® — Online prospectus viewing.

Newkirk Fund Central brings participants directly into the SEC’s EDGAR website.
Through EDGAR-View participants can view the following:

– Prospectuses

– Amendments

– Annual and semiannual reports

Monthly fund performance information.

1-month, 3-month, 1-year, 5-year, and 10-year performance information is available for over 19,000 mutual funds.
Updated within 7 business days of the end of each month.

Online fund data sheets.

Newkirk’s standard fund data sheet.
Updated quarterly.
Available for over 19,000 mutual funds.
Data sheets include the following:

– Fund objective

– Performance information

– Style box

– Holdings/diversification

– Management information

Participants can access Newkirk Fund Central components through a retirement services provider’s website (syndication option) or through a generic Newkirk website (standard option).

Newkirk Fund Central helps providers satisfy SEC mutual fund advertising and other regulatory requirements. The system also allows small and mid-sized providers to make valuable content available to plan participants — and to meet competitive pressures from larger providers.

Newkirk Fund Central is inexpensive. In fact, the three bundled components will cost less than the cost of any one of the individual components if purchased elsewhere.

Click here to request more information on Newkirk Fund Central. Or, contact Karen Leary at 518-862-3325.