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Select a filing date range for your search:
- Latest - the latest EDGAR filing date (real-time).
- All Dates - all the dates since the first EDGAR filing was filed.
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To add Company / Objective criteria to your search, click on the Filter button. This will take you to the following Selection screen. You can move one or several items from Available to Selected slot.
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To add Portfolio Name filtering to your search, use the Portfolio Name Contains field. If you type in the full name of your fund (AMCAP) you will only get that fund. However, if you type a partial fund name (Tax Managed) you will get all the funds with "Tax Managed" in the name. |
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You can narrow down your search by Fund Type, Distribution Channel, and whether the fund is an open or closed-ended. |
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Use Filing Type selection to drill to further limit your search universe. You can use 2 options:
- Check off your selection from our pre-made Filing Type groups (for example, Prospectus & SAI group includes all prospectus-type filings: 485BPOS, 485APOS, N-1*, N-2*, 497*, etc.)
- - OR - Enter a specific document type (N30-D).
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You can perform a full-text search on all the filings in your selection universe. |
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Use Load Saved Search button to load your saved searches criteria. (You can also do it from My FundFiling - My Searches). |
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Quick Searches are samples of the most commonly used reports. Highlight the search you are interested in, click Load Quick Search and search criteria will appear on the Selection screen. You can tailor this pre-saved search to your needs by modifying some field values. |
