The Mutual Fund Store Franchise Disclosure Document (FDD)

The Mutual Fund Store is required to disclose its franchise terms, fees, and financial condition annually in its Franchise Disclosure Document. The 2015 edition on this page is the source record of those disclosures — citable research, exactly as filed.

Under the Federal Trade Commission's Franchise Rule, The Mutual Fund Store must furnish a Franchise Disclosure Document (FDD) to prospective franchisees and update it annually. The FDD is organized into 23 Items that describe the franchisor, its fees and the estimated cost to open, the parties' obligations, territory, financial performance representations where made, system size, and the company's financial statements.