Money talks -- and is talked to.(Brief Article)

Investment News, August, 1999 by Williamson, Christine

How often a mutual fund tells you what's in its portfolio often depends on who you are. The official line at mutual fund companies like Fidelity Investments, Vanguard Group and Putnam Investments is that they'll do what the Securities and Exchange Commission requires: semiannual reports.

But big institutional clients say they can get their hands on that information quarterly. Groups with far fewer assets and less influence -- those ranging from vocal financial planners and sophisticated individual investors to companies that monitor fund performance -- have had much less success. Some consultants say Fidelity requires a signed confidentiality agreement before providing information, an assertion a spokeswoman at the fund company neither...

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