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demo.
Newkirk Fund Central (NFC)
provides online investment information
to retirement plan participants. Newkirk
Fund Central
is made up of three components explained
in detail below.
EDGAR-View® — Online
prospectus viewing.
- As
of September 1, 2010, NFC
allows participants access to NewRiver's
Prospectus Express® (PEX)
product.
- Through PEX, participants can
view the following:
– Statutory prospectuses
– Summary
prospectuses in HTML format — where
available
– Amendments
– Annual
and semiannual reports
Click here to view a sample prospectus through PEX.
Monthly fund performance information.
-
1-month, 3-month, 1-year, 5-year,
and 10-year performance information
is available for over 21,000 mutual
funds and ETFs.
- 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 21,000 mutual funds and
ETFs.
- Data
sheets include the following:
– Fund objective
– Fund/benchmark
performance
– Style box
– Risk/return
ratings
– Asset
allocation/composition data
– Management
information
– Fund
characteristics
– Fee
summary
– Risk/return
metrics
Participants can access Newkirk
Fund Central components
through a retirement service 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.
View
a sample Newkirk Fund Central Site.
For information about addressing fee
disclosure for this product and other
services, click
here.
Click
here
to request more information on Newkirk
Fund Central. Or, contact us at 800-525-4237.
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