For the month August, we conducted our regular “rummage” through SEC filings related to variable insurance funds and found a large and diverse group of documents, many of them centering on mergers and consolidations, sub-advisory replacements and other adjustments. In particular we think we uncovered a larger than usual number of fee-related changes, most of which we captured in this report...
Reviewing Variable Insurance Fund Filings from August, 2007
Steven D. McDonnell