This guide replaces previous Risk Return Taxonomy guides and is inclusive of tagging required for Risk Returns and Tailored Shareholder Reports. Specific tags for Tailored Shareholder Reports begin on page 23.
The XBRL OEF Taxonomy Element and Definition Guide will help identify which elements (tags) are available when completing your Risk Return summary or TSR XBRL filing. This list has been created from the OEF 2025 Taxonomy, which was approved by the SEC and released on March 17, 2025.
