Form N-CSR is the Certified Shareholder Report of Registered Management Investment Companies, required under Section 30(b)(2) of the Investment Company Act of 1940 and Section 13(a) or 15(d) of the Securities Exchange Act of 1934. Management investment companies must file within ten days after transmitting an annual or semi-annual report to shareholders under Rule 30e-1, with principal officers certifying the filing under Section 302 of the Sarbanes-Oxley Act. The dataset includes all Form N-CSR and Form N-CSR/A filings submitted to EDGAR from February 2003 to present. Form N-CSR/A filings represent amendments to previously submitted reports. For each accession number, a metadata file and all documents in the original EDGAR submission are included except image files. Each filing typically contains financial statements, a schedule of portfolio investments, management's discussion of fund performance, and officer certifications as required by the Sarbanes-Oxley Act.
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: