Rule 498 under the Securities Act of 1933, Summary Prospectuses for Open-End Management Investment Companies

Rule 498 permits the obligation under the Securities Act to deliver a statutory prospectus with respect to mutual fund securities to be satisfied by sending or giving a summary prospectus and providing the statutory prospectus online. In addition, the rule requires a fund to send the statutory prospectus in paper or by e-mail upon request. The summary prospectus is required to contain the key information that is included in the summary section of the statutory prospectus.

The latest form for Rule 498 under the Securities Act of 1933, Summary Prospectuses for Open-End Management Investment Companies expires 2027-04-30 and can be found here.