Investor Testing of Mutual Fund Summary Prospectus and Related Disclosures

• Focus Group Testing of Mutual Fund Summary Prospectus
   
• Contractor's Report
• Transcripts of Focus Group Testing of Mutual Fund Summary Prospectus
• ABC Balanced Fund Prospectus Example
• Hypothetical Summary Prospectus
• Portfolio Holdings Disclosure Examples
• Sample Risk-Return Summary — 3-Fund Example
• Sample Risk-Return Summary — 12-Fund Example
   
• Excerpt from Contractor's Report on Investor Telephone Survey