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How to find old annual reports?

I'm currently trying to find the 2001 annual report for the Fidelity Low-priced Stock Fund, but can't find any documents prior to 2006 on sec.gov

Thanks!

Comments

  • To be more precise, the SEC calls annual reports for mutual funds "Certified Shareholder Reports". Thanks again!
  • msf
    edited October 2023
    How odd. An SEC search for FLPSX annual report docs prior to 20060101 turns up CSRs for 2003, 2004, and 2005. For example, the 2003 CSR is:
    https://www.sec.gov/Archives/edgar/data/81205/000075119903000008/main.htm

    Perhaps you're looking in the wrong place. The mutual fund search page contains a footnote: "For closed-end funds and for filings prior to February 6, 2006, search Company Filings".

    Most funds are organized as series of a trust (i.e. a company). Fund docs from 2006 on can be retrieved by using an individual fund's series number (S######). But fund docs prior to that can be retrieved only by using the trust's CIK (central index key) or name. The mutual fund search (link above) can be used to find both a fund's series number and its CIK.

    Now CSRs prior to 2003 are a whole 'nuther kettle of fish. They don't exist for any fund. CSRs were instituted in 2003 in response to Sarbanes-Oxley.
    https://www.sec.gov/info/edgar/certinvco.htm
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