SEC form glossary

Form N-CSR: certified shareholder report of registered management investment company.

Form N-CSR files a fund’s annual shareholder report with the SEC, with officer certifications; N-CSRS is the semi-annual version. It includes financial statements and the schedule of investments.

Filed by
Registered management investment companies
Deadline
Within 10 days after the shareholder report is transmitted to shareholders
Observed filings
97
Volume rank
#23 of 162 forms

Who files Form N-CSR

Registered management investment companies.

When it is due

Within 10 days after the shareholder report is transmitted to shareholders.

What it contains

  • Shareholder report and financial statements
  • Schedule of investments
  • Officer certifications

Recent Form N-CSR filings we observed

Newest 12 filings with form N-CSR, N-CSRS in our collector’s record (through 2026-11-09). Each links to the filing index on SEC.gov.
FiledCompanyFormAccession
2026-11-09Investment Managers Series Trust IIN-CSR0001398344-26-019773
2026-11-09Tema ETF TrustN-CSRS0001133228-26-014046
2026-11-09ARCHER INVESTMENT SERIES TRUSTN-CSR0001162044-26-000946
2026-11-09MP63 FUND INCN-CSRS0001162044-26-000945
2026-11-09Goldman Sachs ETF TrustN-CSR0001193125-26-453406
2026-11-09GOLDMAN SACHS TRUSTN-CSR0001193125-26-453393
2026-11-09Goldman Sachs ETF Trust IIN-CSR0001193125-26-453395
2026-11-09GOLDMAN SACHS TRUSTN-CSR0001193125-26-453392
2026-11-09RBB FUND, INC.N-CSR0001398344-26-019765
2026-11-09Voya Emerging Markets High Dividend Equity FundN-CSRS0001104659-26-124432
2026-11-09Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDN-CSRS0001104659-26-124431
2026-11-09Voya Infrastructure, Industrials & Materials FundN-CSRS0001104659-26-124430

Variants in the sample: N-CSR (59), N-CSRS (38).

Get Form N-CSR filings through the API

Filter filing metadata by exact form type. Amendments carry their own form label (for example N-CSR/A), so request them separately.

Request with your API key
curl "https://sec-api.dev/api/v1/search?query=%22annual%20report%22&form=N-CSR&limit=5" \
  -H "Authorization: Bearer $SEC_API_KEY"

API reference · Free key, 1,000 requests a month · SEC source for this form

Questions

What is SEC Form N-CSR?

Form N-CSR files a fund’s annual shareholder report with the SEC, with officer certifications; N-CSRS is the semi-annual version. It includes financial statements and the schedule of investments.

When is Form N-CSR due?

Within 10 days after the shareholder report is transmitted to shareholders.

Who files Form N-CSR?

Registered management investment companies.

Is N-CSR audited?

The annual report on N-CSR includes audited financial statements; the semi-annual N-CSRS generally does not.

Related forms

Definition and deadline: SEC form instructions or rule release. Examples: our record of EDGAR’s latest-filings feed and daily indexes, last observed 2026-11-09.

Plain-text version for agents and LLMs: /sec-forms/n-csr.md

Independent. Not affiliated with, endorsed by, or sponsored by the U.S. Securities and Exchange Commission. Data is reproduced from public SEC filings and datasets. Not investment advice.