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SCORECARD

CLOSED-END MUTUAL FUND/TRUST SCORECARD

 

Name of Sponsor:

Description:                                                                                                                                           Name of Offering:

 

The following information is only intended for review by representatives of Broker Dealers and is not authorized for distribution to the public

 

1.  Sponsor (Inv’t. Mgr./Administrator)      ___

Experience: # of yrs. in this business)

a)  20 years or more             (5 pts)

b)  15-19 years                     (4 pts)

c)  10-14 years                     (3 pts)

d)  6-9 years                        (2 pts)

e)  2-5 years                        (1 pts)

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