Posted on Monday, January 4, 2021

XBRL US submitted a comment letter in response to the SEC proposal on Tailored Shareholder Reports, Treatment of Annual Prospectus Updates for Existing Investors, and Improved Fee and Risk Disclosure for Mutual Funds and Exchange-Traded Funds; Fee Information in Investment Company Advertisements.

The XBRL US letter advocated the use of XBRL for tailored shareholder reports and for Form N-CSR as the data contained in these reports is likely to be extracted by third-party providers and used for retail investors in comparing fund performance and cost.

Read the letter: XBRL US Comment - Tailored Shareholder Reports File No. S7-09-20



Upcoming XBRL US Events

Domain Steering Committee Meeting
Tuesday, May 19, 2026

Communications & Services Steering Committee Meeting
Tuesday, May 19, 2026

Standard Government Reporting Work Group Meeting
Tuesday, May 26, 2026

Reporting Modernization Work Group Meeting
Tuesday, June 9, 2026

Structured Data Case Studies: Unlocking the Power of XBRL for Next-Generation Financial Analysis
Wednesday, June 17, 2026

Public Review for Version 30 of DQC Rules
Saturday, June 20, 2026

Center for Data Quality Committee Meeting
Thursday, June 25, 2026