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)