Thought Leadership  •  June 09, 2023

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XBRL Draft Taxonomy Guide for Tailored Shareholder Reports

The XBRL Taxonomy Element Guide will help identify which elements (tags) are available when reviewing your iXBRL filing.

Tailored Shareholder Reports are required to apply certain tags from “DEI” Document Entity Information Taxonomy, “OEF” Open-End Fund Taxonomy, “US GAAP” United States Generally Accepted Accounting Principles Taxonomy and “SRT” SEC Reporting Taxonomy.

The following guide was prepared using the OEF taxonomy posted May 4, 2023.

To learn more, download the guide below.

XBRL Draft Taxonomy Guide for Tailored Shareholder Reports

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