Simfund
Stay ahead of the competition with Simfund FundFiling
Get real-time tracking intelligence on mutual funds and ETFs
Optimize product offerings
Stay Current With Fund Filing
Track trends and stay ahead of your competitors with Simfund’s comprehensive current and historical database extracted from SEC EDGAR Filings.
Find new opportunities and respond to changes quickly with real-time monitoring of product development trends and competitor fund/ETF changes.
- Daily Alert Service monitors new fund registrations and changes in funds/ETFs across 50+ types of activity including changes to fee schedules and waivers, portfolio managers, investment strategies, fund to ETF conversions, special events, and more.
- Weekly reports and monthly research reports provide an overview of industry product development activity.
- Create and receive custom alerts and notifications on funds of your choice using specific and customized criteria that fit your needs
- The database contains all relevant mutual fund/ETF documents – prospectuses, semi/annual reports, proxies, and more.
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