SEC Filings

Comprehensive electronic library of all mutual fund filings from 1997 to today

Key Applications

• Download any mutual fund related filing including latest Prospectus and SAI, Annual Report, Proxies, Stickers, and more in HTML, PDF or WORD formats.
• Quickly access legal language everywhere in filings. You can accurately identify your universe now by narrowing down your search to a specific date range, filing type, company, etc.
• Save queries/reports and get an automatic update next time you load them.

Locate your filings by:

• Portfolio / Company marketing names
• Objectives
• Fund Types
• etc.
  

Locate your filings by:

• SEC Trust name
• CIK number
• Accession ID