Form 497 filings contain definitive prospectus materials submitted by investment companies pursuant to paragraphs (a), (b), (c), (d), (e), or (f) of Securities Act Rule 497. These filings are used by mutual funds and other registered investment companies to deliver final prospectus documents to the SEC after effectiveness, covering new fund registrations, annual updates, and supplements to existing prospectuses. The dataset includes all Form 497 filings submitted to EDGAR from January 1994 to present. For each accession number, a metadata file and all documents in the original EDGAR submission are included except image files; this covers the primary prospectus document and any supplements or stickers as filed by the investment company. Each filing typically contains the fund's investment objectives and strategies, risk disclosures, fee tables and expense ratios, historical performance data, and instructions for purchasing, redeeming, and exchanging shares.
Programmatically retrieve the full list of dataset archive files, download URLs and dataset metadata.
Dataset Index JSON API
Download the entire dataset as a single archive file.
Download Entire Dataset:
Download a single container file (e.g. monthly archive) from the dataset.
Download Single Container: