N-CSR and N-CSRS for Mutual Funds and Management Investment Companies

Form N-CSR is a combined reporting form that is to be used for reports of mutual funds and other registered management investment companies under Section 30(b)(2) of the Investment Company Act of 1940 (the "Act") and Section 13(a) or 15(d) of the Securities Exchange Act of 1934 (the "Exchange Act"), filed pursuant to Rule 30b2-1(a) under the Act (17 CFR 270.30b2-1(a)). A report on this Form shall be filed within 10 days after the transmission to stockholders of any annual or semi-annual report that is required to be transmitted to stockholders pursuant to Rule 30e-1 under the Act (17 CFR 270.30e-1).

The EDGAR submission types used in conjunction with Form N-CSR are as follows:

Form N-CSR Certified annual shareholder reports for management investment companies
   Initial Filing
   Amendments
N-CSR
N-CSR/A
Form N-CSRS Certified semi-annual shareholder reports for management investment companies
   Initial Filing
   Amendments
N-CSRS
N-CSRS/A
Rule 12b-25 Notification of inability to timely file Form N-CSR
   Initial Filing
   Amendments
NT-NCSR
NT-NCSR/A

Our Form N-CSR and N-CSRS Solution

Send us your Form N-CSR or N-CSRS either via email or our secure online submission portal. Our team will proceed to convert your material into SEC EDGAR HTML format and provide you with a secure proof for review. Once we have your approval we will submit the Form N-CSR or N-CSRS with the SEC EDGAR system and provide you with a system acceptance email.

Many mutual funds create Form N-CSR or N-CSRS in PDF format. Conversion from a PDF source document is Newsfile’s specialty. Working with many companies that file to both EDGAR and SEDAR (a PDF based system), we’ve formatted tens of thousands of PDF source documents for filing with the SEC.

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