Form 497K filings are summary prospectuses filed by certain open-end management investment companies pursuant to Securities Act Rule 497(k). This submission type allows mutual funds to satisfy their prospectus delivery obligations by providing investors with a concise, standardized disclosure document rather than the full statutory prospectus. The dataset includes all Form 497K filings submitted to EDGAR from April 2009 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 summary prospectus document and any supporting attachments as filed by the investment company. Each filing typically contains the fund's name and ticker symbol, investment objectives and strategies, a fee and expense table, principal investment risks, past performance information, and identification of the fund's investment adviser, along with a reference directing investors to the full statutory prospectus and statement of additional information.
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.
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Download a single container file (e.g. monthly archive) from the dataset.
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