Regulatory Release

Tailored Shareholder Reports for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements

Details

Rule Type
Final
Release Number
33-11125
34-96158
IC-34731
SEC Issue Date
Effective Date

January 24, 2023

Compliance Date

The applicable compliance dates are discussion in section II.J.

Federal Register Publish Date
Document Citation

87 FR 72758

RIN
3235-AM52

Resources

33-11125
Federal Register Version

Last Reviewed or Updated: Oct. 30, 2023