Structured SEC fund filings directly in Microsoft Excel.
Analyze Open-End Fund (OEF), N-PORT, N-CSR and related SEC filings using XBRL and Inline XBRL data workflows with anuboXBRL.
Jurisdiction:
Filing system:
Data format:
Access:
Main taxonomy:
United States
SEC EDGAR
Inline XBRL / XBRL
Free
SEC OEF
Registration statements and prospectuses for open-end investment companies
Annual and semi-annual shareholder reports
Portfolio holdings reporting
Annual census reporting
SEC Open-End Fund and investment company filings have become an increasingly important source of structured regulatory data for fund analysis, portfolio transparency and AI-supported reporting workflows.
SEC fund filings increasingly include machine-readable Inline XBRL disclosures.
Portfolio holdings and disclosure tables contain structured dimensions and tagged values.
Fund reports contain structured sections, tables and disclosure hierarchies.
Many filers use filer-specific extensions in addition to SEC taxonomies.
Examples of large U.S. fund groups using SEC structured reporting:
Search and access SEC Open-End Fund and investment company filings directly via SEC EDGAR.
Official SEC information about Inline XBRL reporting, structured disclosures and filing requirements.
SEC Open-End Fund filings can be accessed directly from within the anuboXBRL Excel add-in via “Get XBRL reports on the Web“.