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document_number title type abstract publication_date pub_year pub_month html_url pdf_url agency_names agency_ids excerpts regulation_id_numbers
E8-13356 Interactive Data for Mutual Fund Risk/Return Summary Proposed Rule We are proposing rules requiring mutual funds to provide risk/ return summary information in a form that would improve its usefulness to investors. Under the proposed rules, risk/return summary information could be downloaded directly into spreadsheets, analyzed in a variety of ways using commercial off-the-shelf software, and used within investment models in other software formats. Mutual funds would provide the risk/return summary section of their prospectuses to the Commission and on their Web sites in interactive data format using the eXtensible Business Reporting Language ("XBRL"). The interactive data would be provided as an exhibit to registration statements. The proposed rules are intended not only to make risk/return summary information easier for investors to analyze, but also to assist in automating regulatory filings and business information processing. Interactive data has the potential to increase the speed, accuracy, and usability of mutual fund disclosure, and eventually reduce costs. We are also proposing to permit investment companies to submit portfolio holdings information in our interactive data voluntary program without being required to submit other financial information. 2008-06-23 2008 6 https://www.federalregister.gov/documents/2008/06/23/E8-13356/interactive-data-for-mutual-fund-riskreturn-summary https://www.govinfo.gov/content/pkg/FR-2008-06-23/pdf/E8-13356.pdf Securities and Exchange Commission 466 We are proposing rules requiring mutual funds to provide risk/ return summary information in a form that would improve its usefulness to investors. Under the proposed rules, risk/return summary information could be downloaded directly into...  

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