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Tailored Shareholder Reports

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Beginning in July 2024, Mutual Funds and Exchange Traded Funds (ETFs) will be required to create summary annual and semi-annual reports.* These summary reports, referred to as “Tailored Shareholder Reports”, will replace the long-form reports (and notices) that are delivered to investors today. They are intended to make the content more concise and easier for investors to understand.

What this means for YOU, a shareholder:

These new reports will include summary information, such as simplified fee and expense information, performance details, portfolio holdings, and material changes to help you monitor your funds. Reports will be delivered to you twice annually, for every fund you own.

There is no action needed on your part: 

  • If you currently receive reports via e-mail, you will receive the new Tailored Shareholder Reports in this way. 
  • If you currently receive printed reports or notices (called “notices of internet availability”) via mail, the new Tailored Shareholder Reports will be mailed to you.

More detailed information (such as complete financial statements) will be available in Form N-CSR (Certified Shareholder Report), which can be found on the fund’s website and will be delivered to shareholders upon request.

* This new SEC rule applies to open-ended funds and ETFs. Closed-end funds and certain other fund types are exempt.