Funds Must Keep Sending Twice-Yearly Reports to Investors
Published Date: 6/26/2026
Notice
Summary
The SEC is asking to keep Rule 30e-1, which makes investment funds send reports to their shareholders twice a year. This helps investors stay in the loop about how their money is doing. If you’re involved with these funds, get ready to keep sharing info, and don’t forget to comment by July 27, 2026!
Analyzed Economic Effects
2 provisions identified: 1 benefits, 1 costs, 0 mixed.
Funds must send semiannual reports
If you own shares in a registered investment fund, the fund must send you reports at least semi‑annually (twice a year) containing the information required by the fund's registration statement. The rule (Rule 30e-1, 17 CFR 270.30e-1) makes this collection of information mandatory and the information will not be kept confidential.
Ongoing mandatory paperwork for funds
Registered investment companies (funds) must continue to collect and transmit the required semi‑annual report information to shareholders; the SEC has submitted a request to OMB to extend approval of this information collection under the Paperwork Reduction Act. The notice states the collection is mandatory and that the information provided will not be kept confidential.
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