The Form 497 Files Dataset contains the definitive prospectus documents filed with the SEC by registered investment companies—mutual funds, ETFs, unit investment trusts, and insurance company separate accounts—under Securities Act Rule 497. Each record corresponds to one Form 497 filing on EDGAR and includes a structured metadata.json file alongside the primary prospectus HTML document, packaged in an accession number folder within monthly ZIP containers. Filers range from the largest fund complexes (Vanguard, BlackRock/iShares, Fidelity) to small single-fund trusts, and filings are triggered by annual prospectus updates, new fund launches, fee changes, supplements, and other material events rather than a fixed calendar. The dataset covers filings from January 1, 1994 to the present.
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The Form 497 Files Dataset captures every Form 497 filing submitted to EDGAR by registered investment companies since 1994. Form 497 is the mechanism through which mutual funds, ETFs, unit investment trusts, variable annuity and variable life insurance company separate accounts, and other registered investment companies deliver definitive prospectus materials to the SEC after an initial registration statement has become effective. The filing obligation arises under Securities Act Rule 497, which specifies distinct paragraphs governing different circumstances: paragraph (a) covers a prospectus differing from the registration-statement version, paragraph (b) covers a prospectus filed within five business days of effectiveness, paragraph (c) covers a final prospectus under Rule 430A, paragraph (d) covers a prospectus omitting pricing information in reliance on Rule 430A, paragraph (e) covers stickers and supplements appended to an earlier prospectus, and paragraph (j) covers summary prospectuses for open-end management investment companies. All variants carry the single EDGAR form type 497 with no programmatic distinction among paragraphs.
Filing content ranges from a one-page supplement announcing a single change—a sub-adviser removal, fee waiver modification, fund name change, cap rate reset, or liquidation date—to a comprehensive multi-hundred-page statutory prospectus covering an entire fund family. In every case the filing constitutes the definitive version of prospectus material intended for investor delivery, superseding or supplementing the prospectus in the most recent post-effective amendment to the fund's registration statement. The dataset is distributed as monthly ZIP containers organized in a YYYY/YYYY-MM/ directory hierarchy by filing date.
A single record in the Form 497 Files Dataset corresponds to one Form 497 filing submitted to EDGAR by a registered investment company. Each record is an accession-number folder containing exactly two files: a structured metadata.json file and the primary prospectus document stored as a single .htm file. The folder name is the zero-padded, dash-free accession number (e.g., 000000513825000082 for accession 0000005138-25-000082). Folders are organized within a YYYY/YYYY-MM/ directory hierarchy by filing date.
Each record folder contains two files:
metadata.json—A JSON object containing filing-level identification, entity details, document inventory, XBRL data file references, and series/class information for the funds covered by the filing.
One .htm file—The primary prospectus document as filed with EDGAR (document type "497"). Filenames vary by filing agent and filer (e.g., amrax-497.htm, tm2530950d7_497.htm, ftetf-20241231.htm, fp0096425-1_497ixbrl.htm) and follow no standardized convention. Image files (EDGAR type GRAPHIC), XBRL taxonomy files, the complete submission text file, and any other ancillary documents from the original EDGAR submission are excluded; only the primary prospectus document is retained alongside the metadata.
The metadata.json file exposes the following field groups:
Filing identification. id is a unique hexadecimal identifier. accessionNo is the EDGAR accession number in canonical dashed format. formType is always "497".
Timing. filedAt is the submission timestamp as an ISO 8601 string with timezone offset. effectivenessDate is the date the filing becomes effective, in YYYY-MM-DD format.
Description and links. description typically reads "Form 497 - Definitive materials". Four URL fields point to the primary document on SEC.gov (linkToFilingDetails), the complete submission text file (linkToTxt), the EDGAR filing index page (linkToHtml), and the XBRL viewer (linkToXbrl—empty string when no interactive viewer is available, which includes many iXBRL filings).
Document inventory (documentFormatFiles). An array listing every document in the original EDGAR submission. Each entry carries sequence (ordinal position), size (bytes), documentUrl, optional description, and type (e.g., "497" for the primary document, "GRAPHIC" for images, blank for the complete submission text file). This inventory reflects the full EDGAR submission even though the dataset retains only the type-"497" document. The complete submission text file entry typically has a blank sequence and blank type.
XBRL data files (dataFiles). An array that is empty for non-XBRL filings. When the prospectus uses Inline XBRL, this array lists associated taxonomy files: the schema (.xsd, type EX-101.SCH), and may also include definition (.xml, type EX-101.DEF), label (EX-101.LAB), and presentation (EX-101.PRE) files, plus the extracted instance document (type XML). The number and types of entries vary by filing agent. These files are catalogued in the metadata but not stored in the dataset record.
Entity information (entities). An array consistently containing a single element representing the filer. Fields include companyName (with parenthetical role annotation such as "(Filer)"), cik (Central Index Key), fileNo (SEC file number, typically 002-, 333-, or 811- series), irsNo (IRS employer identification number—often "000000000" for trusts), act (usually "33" for the Securities Act of 1933), type ("497"), filmNo, and optional fiscalYearEnd (MMDD format) and stateOfIncorporation. Not all optional fields appear on every filing.
Series and class information (seriesAndClassesContractsInformation). An array identifying the mutual fund series and share classes covered by the filing. Each entry contains a series identifier (e.g., S000012125), a name, and a classesContracts array listing individual share classes. Each class carries a classContract identifier (e.g., C000033067), a name (e.g., "SERIES ONE CLASS D" or "I Shares"), and an optional ticker symbol. A single filing may cover one fund with one share class or span an entire trust with dozens of series and classes. Variable annuity and variable life filings may lack ticker symbols on their contract entries.
Two distinct wrapper formats appear in the Form 497 Files Dataset:
SGML document wrapper. The majority of filings are enclosed in the legacy EDGAR SGML envelope. The file opens with <DOCUMENT>, followed by header lines (<TYPE>497, <SEQUENCE>1, <FILENAME>, optional <DESCRIPTION>), then a <TEXT> block containing the HTML content within standard <HTML>, <HEAD>, and <BODY> tags. The substantive prospectus content begins inside <BODY>. Some SGML-wrapped filings also embed XBRL-style comment annotations (e.g., <!-- Field: Set; Name: xdx; ... -->) for structured data extraction toolchains, even when the file is not formally iXBRL.
Inline XBRL (iXBRL) wrapper. Some filings, particularly from larger fund families, use Inline XBRL. These open with an XML declaration (<?xml version='1.0' encoding='ASCII'?>) and declare XBRL namespaces on the root <html> element, including ix (Inline XBRL), oef (SEC Open-End Fund taxonomy), dei (Document and Entity Information), xbrli, and filer-specific namespaces. An <ix:header> block, typically placed inside a hidden <div>, contains three sub-blocks: <ix:hidden> with tagged non-numeric facts (amendment flag, document type, entity CIK, registrant name, annual return percentages), <ix:references> with a schema reference, and <ix:resources> with XBRL context definitions that identify reporting periods, entities, and dimensional breakdowns by series, class, and risk axis. The human-readable prospectus content is interspersed with <ix:nonNumeric> and <ix:nonFraction> elements tagging disclosure blocks (e.g., oef:SupplementToProspectusTextBlock, oef:AnnlRtrPct). iXBRL files do not use the SGML <DOCUMENT> wrapper. When iXBRL is present, the dataFiles array in metadata.json is populated.
The substantive content within the HTML file varies by document type:
Full statutory prospectus. Typically opens with a cover page identifying the fund name, share classes, ticker symbols, date, and a standard SEC non-approval disclaimer. Some filings reproduce the N-1A registration statement cover page including checkboxes for registration type, post-effective amendment numbers, registrant address, and agent for service. The body follows the Form N-1A disclosure order, though exact headings and sequencing vary by fund family:
Summary prospectus. A condensed document permitted under Rule 498, containing investment objective, fee table, principal strategies, principal risks, performance data, and management information, with cross-references to the full statutory prospectus and Statement of Additional Information. Filed as Form 497 when the definitive version is submitted after effectiveness.
Prospectus supplement or sticker. Short documents filed under Rule 497(e) announcing a specific change to an existing prospectus. These open with the trust name, fund name, the word "Supplement" with its date, and a reference to the prospectus being supplemented (including the original prospectus date). Common content includes fund name changes, portfolio manager departures, fee waiver modifications, strategy changes, fund mergers or liquidations, performance data updates, and—for buffered or defined-outcome ETFs—cap rate resets for new outcome periods, presented in standardized tables showing cap percentages before and after fees.
Variable annuity and variable life prospectuses. Insurance company separate accounts use Form 497 for prospectuses covering contract features, death benefits, surrender charges, and sub-account investment options. These follow a different structural pattern from open-end fund prospectuses.
The dataset record includes the complete primary prospectus document as filed with EDGAR (document type "497") and the full filing metadata. The HTML file preserves all textual content, tables, CSS formatting, hyperlinks, XBRL comment annotations, and any embedded Inline XBRL tagging present in the original filing.
Image files (EDGAR type GRAPHIC) referenced within the HTML are excluded, though they remain listed in documentFormatFiles. XBRL taxonomy schemas, definition files, label files, presentation files, and extracted instance documents catalogued in dataFiles are not stored as separate files. The complete submission text file (the full SGML concatenation of all submission documents) is excluded. Any additional exhibits or documents that occasionally appear in some submissions (powers of attorney, consents) are excluded.
Multi-fund filings. A single filing may cover an entire trust with many fund series and share classes. The seriesAndClassesContractsInformation array enumerates all covered series and classes, but the HTML document presents information for each fund in sequence within one continuous document. Researchers linking records to individual funds should use series and class identifiers rather than treating each filing as a single-fund record.
Supplements versus full prospectuses. The dataset does not distinguish between document types at the metadata level; both carry form type "497". The nature must be inferred from the HTML content. Supplements typically reference the date and title of the prospectus they amend, while full prospectuses contain the complete set of N-1A disclosure sections.
Rule 497 paragraph variants. EDGAR does not distinguish among paragraphs (a) through (f) and (j) in the form type field. Some filings include the paragraph reference in the document text (e.g., "Rule 497(e)" printed at the top) or in the EDGAR description field, but this is not reliably captured in metadata.
SGML wrapper handling. The SGML <DOCUMENT> envelope and its header lines (<TYPE>, <SEQUENCE>, <FILENAME>, <DESCRIPTION>) are wrapper metadata, not prospectus content. The substantive HTML begins inside the <TEXT> block. For iXBRL filings no SGML wrapper exists and the <html> root element is the starting point.
Inline XBRL parsing. iXBRL filings interleave human-readable content with XBRL tagging elements. The <ix:header> block (typically inside a hidden <div>) contains machine-readable context and fact data that is not visually rendered. Extraction of plain text requires stripping or ignoring ix: namespace elements. The <ix:nonFraction> elements within the visible body tag numeric values (expense ratios, return percentages) that can be extracted programmatically.
Incorporation by reference. Prospectuses frequently incorporate by reference the Statement of Additional Information (SAI) and annual and semi-annual shareholder reports. These referenced documents are not part of the Form 497 filing and are not included in the dataset record.
Image exclusion. Because GRAPHIC files are excluded, prospectuses referencing fund logos, image-rendered charts, or decorative graphics will contain broken image references. Many modern filings render performance bar charts using HTML tables or inline elements rather than images, so substantive data loss varies by filer.
N-1A registration cover page. Some full prospectus filings reproduce the Form N-1A registration statement cover page at the beginning of the document, including registration/amendment checkboxes, registrant identification, and effectiveness-date elections. This cover page content is part of the registration statement framework rather than the investor-facing prospectus and may need to be distinguished from the substantive prospectus body during extraction.
Plain text (1994 through late 1990s). The earliest filings are ASCII text without HTML markup, using fixed-width formatting for tables.
HTML adoption (late 1990s onward). Filings transitioned to HTML, initially simple and later with complex CSS styling, embedded tables, and occasionally JavaScript references.
SGML document wrapper (persistent). The EDGAR SGML envelope (<DOCUMENT> / <TYPE> / <TEXT>) has been present since the earliest electronic filings and continues to wrap most HTML submissions.
Rule 498 summary prospectus (2009). The SEC's adoption of Rule 498 permitted open-end management investment companies to satisfy prospectus delivery with a summary prospectus, introducing a shorter document format into the Form 497 filing stream.
Fee table standardization. Successive Form N-1A amendments tightened fee table requirements—specific line items, ordering, and expense example methodology—visible in the evolving format across filing vintages.
Inline XBRL (2024 onward). SEC-mandated Inline XBRL for certain investment company filings introduced the Open-End Fund (OEF) taxonomy for tagging fee tables, performance data, risk/return summaries, and narrative disclosure blocks. This added <ix:header> blocks, XBRL namespace declarations, and tagged disclosure elements to filing content, and caused the dataFiles array in metadata to be populated with taxonomy and instance references.
The filer is always a registered investment company—the legal entity (typically a statutory or business trust) that filed the underlying registration statement with the SEC. The filing obligation attaches to the registrant, not to the investment adviser, distributor, or sub-adviser that manages or sells the fund. In practice, fund counsel or a filing agent submits on the registrant's behalf.
Registrant types that file Form 497:
A single registrant trust often houses dozens or hundreds of fund series. One Form 497 filing may cover one series, several series, or the entire lineup, identified by series and class/contract identifiers in the EDGAR metadata.
Form 497 is not filed on a fixed calendar. It arises whenever the registrant must deliver new or revised definitive prospectus materials to the SEC after its registration statement (or a post-effective amendment) becomes effective. Triggers fall into two categories.
Deadlines depend on the Rule 497 sub-paragraph:
| Sub-paragraph | Deadline | Typical use |
|---|---|---|
| 497(a) | Later of 5 business days after effectiveness or 5 business days after first use | Final prospectus differing from the effective registration statement |
| 497(b) | 5 business days after first use | Annual updates and material revisions |
| 497(c) | 5 business days after first use | Prospectus identical to filed version except non-substantive changes (pricing, dealer info) |
| 497(e) | 5 business days after first use | Supplements and stickers (fee updates, performance, manager changes, name changes) |
| 497(f) | Per Rule 430A timing | Prospectus omitting pricing info under Rule 430A |
Many registrants file on or before first use rather than relying on the five-day window. Large fund complexes (Vanguard, BlackRock/iShares, Fidelity, JPMorgan, Invesco) may file hundreds of Form 497 submissions per year across their trusts.
Form 497K (summary prospectus). The nearest sibling. Both are post-effective prospectus filings by registered investment companies under Securities Act Rule 497/498. Form 497K delivers only the summary prospectus—a standardized short document (typically a few pages) covering objectives, fees, risks, and performance. Form 497 delivers the full statutory prospectus or supplements, which run much longer and include detailed strategy descriptions, tax consequences, distribution arrangements, and share class mechanics. The two often reference the same fund and overlap in timing. For complete prospectus text, fee schedule detail, or supplement-level tracking, Form 497 is the required source; 497K is a compressed derivative.
Forms 485BPOS and 485APOS (post-effective registration amendments). These are the registration statement amendments that typically trigger Form 497 filings. They contain the prospectus text embedded within the full registration statement alongside the Statement of Additional Information, legal exhibits, and Part C materials. Form 497 re-files the prospectus portion alone as the definitive delivery document. For prospectus extraction, Form 497 is cleaner because it isolates the investor-facing document from the registration apparatus. For SAI text, distribution agreements, or legal exhibits, the 485-series filings are required instead.
Form 424B variants (operating company prospectuses). The structural analogue outside the investment company world. Like Form 497, the 424B family (424B1 through 424B5) delivers definitive prospectus materials after registration effectiveness. The split is filer population and content: 424B covers operating companies, REITs, and SPACs, describing discrete offerings (IPOs, debt issuances) with underwriting terms and use-of-proceeds language. Form 497 covers registered investment companies with continuously offered shares, emphasizing fee tables, performance history, and redemption mechanics. The two datasets have no filer overlap and are not interchangeable.
| Dimension | Form 497 | Most likely confusion target |
|---|---|---|
| Content scope | Full prospectus or supplement only | 485BPOS/485APOS include SAI + exhibits alongside prospectus |
| Detail level | Complete statutory prospectus | Form 497K dataset provides only the summary prospectus |
| Direction | Forward-looking (fees, risks, strategies) | N-CSR is backward-looking (performance, holdings, financials) |
| Filer population | Registered investment companies (mutual funds, ETFs) | Form 424B covers operating companies under separate rules |
| Filing frequency | Repeated throughout fund life (supplements, annual updates) | Form N-1A filed once at inception, then amended via 485-series |
Form 497 is the primary source for the definitive, complete prospectus documents that investment companies deliver to investors. It is distinguished from registration filings (N-1A, 485-series) by isolating the prospectus from legal and regulatory scaffolding, from summary prospectuses (497K) by preserving full statutory detail, from periodic reports (N-CSR) by containing forward-looking disclosure rather than historical results, and from operating company prospectuses (424B) by covering a separate filer population under a distinct regulatory regime.
Analysts at asset managers, wealth advisories, and independent research shops compare funds systematically. They use fee tables to rank funds by cost within peer groups, strategy descriptions to classify holdings style and detect drift, and performance tables to validate return claims. Output: fund selection shortlists, model portfolio inputs, and due diligence memos for investment committees.
Compliance teams monitor prospectus supplements for fee-structure changes, revised sales-charge schedules, or new investment restrictions. When a change appears, they assess whether it triggers suitability reassessment, updated client disclosures, or removal from approved product lists. Key fields: risk disclosures, fee breakpoints, redemption policies, and filing dates to flag changes since the last review cycle.
Securities lawyers benchmark prospectus disclosure language across the industry—how peers describe principal risks, strategies, and fee arrangements—to ensure their own clients' drafts meet SEC staff expectations. Series and class identifiers let counsel trace disclosure evolution for a specific share class across successive filings.
Data teams at fund aggregators, fintech platforms, and quantitative research firms parse filings at scale to extract fee components (management fees, 12b-1 fees, acquired fund fees, waivers), expense examples, and performance tables. Recent filings carry Inline XBRL tags, enabling programmatic extraction of expense items, annual returns, and risk categories. Series and class contract identifiers map each filing to a specific share class for time-series construction.
Product strategy teams at asset managers track competitor filings to detect new fund launches, fee cuts, share-class additions, and strategy repositioning. Fee tables drive competitive pricing analysis; investment-objective language helps categorize new entrants. Class-level metadata maps filings to distribution channels.
Examiners compare prospectus disclosures against portfolio holdings, marketing materials, and shareholder communications to check consistency. The dataset's thirty-year span and inclusion of supplements lets staff reconstruct a fund's complete disclosure history and pinpoint when specific risk language was added or strategy wording changed.
Teams building retrieval-augmented generation systems for financial services use the Form 497 corpus for domain-specific fine-tuning and vector-database population. Prospectus documents provide dense, consistently structured text on fees, risks, and legal terms. Inline XBRL fields in recent filings supply structured ground-truth data for verifying model outputs.
Researchers studying fee competition, disclosure effectiveness, or investor protection extract fee and expense data across the full thirty-year series. The filing-level granularity and comprehensive coverage of the registered fund universe support longitudinal studies that require source documents rather than pre-aggregated commercial data.
Fund research analysts and competitive intelligence teams extract fee tables and expense examples from prospectus HTML to build fund-level cost databases. Management fees, 12b-1 fees, acquired fund fees, and fee waiver terms can be compared within Morningstar categories or custom peer groups. The series and class identifiers in seriesAndClassesContractsInformation link each filing to a specific share class, enabling time-series tracking of expense ratio changes across annual prospectus updates. Recent iXBRL-tagged filings allow programmatic extraction of these line items without HTML parsing.
Compliance officers at advisers and broker-dealers track Rule 497(e) supplement filings to detect changes that affect approved product lists or suitability determinations. Supplements announce fee waiver expirations, sub-adviser removals, strategy shifts, fund mergers, and liquidation dates. By filtering on filedAt timestamps and matching supplements to series and class identifiers already on the firm's approved list, compliance teams can flag filings that require suitability reassessment or updated client disclosures within days of the SEC filing.
Quantitative researchers and data engineers parse investment-objective and principal-strategy sections to classify funds by asset class, geographic focus, sector concentration, and index-tracking methodology. Running this extraction across successive filings for the same series identifier reveals when a fund changes its stated strategy or broadens its investment mandate. Natural language processing pipelines can score the similarity of strategy descriptions between filing vintages to flag material wording changes that may indicate style drift.
Data teams extract principal-risk sections from prospectus HTML to construct fund-level risk taxonomies. Each full statutory prospectus enumerates risks under titled headings (interest rate risk, credit risk, concentration risk, derivatives risk, and others). Inline XBRL filings from 2024 onward tag these blocks with OEF taxonomy elements, enabling direct programmatic extraction. Across the full corpus, these risk sections support cross-fund comparison, risk-language trend analysis, and training data for financial NLP models.
Product strategy teams at asset managers monitor new Form 497 filings to identify competitor fund launches, new share-class introductions, and distribution-channel expansions. The seriesAndClassesContractsInformation array reveals which series and classes a filing covers, including ticker symbols and class names that indicate institutional, retail, or advisor distribution channels. Fee tables in the prospectus body provide immediate pricing intelligence on new entrants.
LLM and RAG engineers use the corpus to build vector databases of fund disclosure content for question-answering systems in financial services. Prospectus documents provide dense, consistently structured text covering fees, risks, strategies, and legal terms. The iXBRL-tagged subset supplies structured ground-truth data for validating model outputs against specific numeric fields such as expense ratios and annual return percentages.
Dataset Index JSON API: https://api.sec-api.io/datasets/form-497-files.json
This endpoint returns metadata about the Form 497 Files Dataset, including the dataset name, description, last updated timestamp, earliest sample date, total records, total size, covered form types, container format, and content file types. It also returns the download URL for the entire dataset archive and a list of all individual container files with per-container metadata such as size, number of records, last updated timestamp, and download URL. No API key is required to access this endpoint.
Use this endpoint to monitor which containers have been updated in the most recent refresh run, so you can selectively download only the containers that changed on a given day.
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{
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"datasetId": "1f13365b-9ade-61d7-be00-1b1b1560ff6b",
3
"datasetDownloadUrl": "https://api.sec-api.io/datasets/form-497-files.zip",
4
"name": "Form 497 Files Dataset",
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"updatedAt": "2026-04-21T02:54:48.361Z",
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"earliestSampleDate": "1994-01-01",
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"totalRecords": 433612,
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"totalSize": 20817438588,
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"formTypes": ["497"],
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"containerFormat": "ZIP",
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"fileTypes": ["TXT", "JSON", "HTML", "PDF"],
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"containers": [
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{
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"downloadUrl": "https://api.sec-api.io/datasets/form-497-files/2025/2025-11.zip",
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"key": "2025/2025-11.zip",
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"size": 89274531,
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"records": 1842,
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"updatedAt": "2026-04-21T02:54:48.361Z"
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}
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]
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}
Download Entire Dataset: https://api.sec-api.io/datasets/form-497-files.zip?token=YOUR_API_KEY
Downloads the full dataset as a single ZIP archive containing all containers. This endpoint requires an API key passed via the token query parameter.
Download Single Container: https://api.sec-api.io/datasets/form-497-files/2025/2025-11.zip?token=YOUR_API_KEY
Downloads one individual monthly container instead of the full dataset. Each container holds all Form 497 filing documents for a given month. This endpoint requires an API key passed via the token query parameter.
The Form 497 Files Dataset covers SEC Form 497, the filing through which registered investment companies deliver definitive prospectus materials to the SEC under Securities Act Rule 497. All filings carry EDGAR form type 497 with no sub-type distinction.
Each record corresponds to one Form 497 filing on EDGAR and consists of an accession-number folder containing two files: a metadata.json file with filing identification, entity details, and series/class information, and a single .htm file with the primary prospectus document.
Registered investment companies—including open-end mutual funds, ETFs, unit investment trusts, insurance company separate accounts (variable annuities and variable life), and business development companies—file Form 497 whenever they must deliver new or revised definitive prospectus materials after their registration statement becomes effective.
Form 497 filings are event-driven rather than calendar-based. Filings are triggered by annual prospectus updates, new fund launches, fee changes, strategy revisions, fund mergers, supplements, and defined-outcome ETF resets. Large fund complexes may file hundreds of Form 497 submissions per year.
The dataset contains Form 497 filings from January 1, 1994 to the present, spanning over thirty years of EDGAR filing history.
The dataset is distributed as monthly ZIP containers organized in a YYYY/YYYY-MM/ directory hierarchy. Each container holds accession-number folders, each containing a metadata.json file and one .htm prospectus document.
Form 497K delivers only the summary prospectus—a short standardized document covering objectives, fees, risks, and performance. The Form 497 Files Dataset contains the full statutory prospectus or supplements, which include detailed strategy descriptions, tax consequences, distribution arrangements, share class mechanics, and financial highlights not present in the summary version.