Pre-Sales Support
Mutual Funds and ETFs - 800-456-7526
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Post-Sales and Website Support
888-843-7824
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ETF Prospectuses & Reports
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Wellington Management Global Proxy Procedures and Policy Guidelines
Schroders Environmental, Social and Governance Policy
BNY Mellon Proxy Policy and Procedures
Glossary
Summary Prospectus: A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
Statutory Prospectus: A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
Annual Report: An audited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
Semi-Annual Report: An unaudited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
Quarterly Holding Report: A unaudited listing of the fund’s holdings. These reports are intended for shareholders and others who have reviewed the fund’s prospectus.
Statement of Additional Information (SAI): A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.