Form N-14 AE/N-14 AE/A
| Field Name | Data Definition | Data Type | Original/Engineered |
|---|---|---|---|
| file_number | Descriptive code assigned by the SEC to track and reference the specific filing. | Text | Original |
| sec_registration_number | Unique registration identifier issued by the SEC under the Securities Act for this proxy or information statement. | Text | Original |
| meeting_type | The classification of the shareholder meeting (e.g., annual, special, or extraordinary). | Text | Original |
| meeting_date | The calendar date on which the shareholder meeting is scheduled to occur. | Date (YYYY-MM-DD) | Original |
| meeting_time | The local time at which the shareholder meeting will begin. | Time | Original |
| meeting_location | The physical address or virtual platform where the meeting will be held. | Text | Original |
| record_date | The cutoff date for determining which shareholders are eligible to vote at the meeting. | Date (YYYY-MM-DD) | Original |
| proxy_voting_deadline | Deadline by which shareholders must submit their proxy votes to be counted. | DateTime | Original |
| matters_to_be_voted | A detailed list of each proposal, resolution, or item that shareholders will vote on during the meeting. | Text List | Original |
| reorganization_proposal | Description of any proposed reorganization or structural change to the fund or registrant that requires shareholder approval. | Text (Long) | Original |
| target_fund_name | Official name of the fund or entity that is the subject of the reorganization proposal. | Text | Original |
| registrant | Name of the entity or fund submitting the proxy statement or information to shareholders. | Text | Original |
| acquiring_fund_name | Name of the fund or entity that will acquire or merge with the target fund upon approval. | Text | Original |
| board_recommendation | Recommendation provided by the board of directors or trustees regarding how shareholders should vote on each proposal. | Text | Original |
| reasons_for_transaction | Explanation of the rationale and anticipated benefits or risks associated with the proposed transaction. | Text (Long) | Original |
| comparative_fee_table | Comparison of fee structures between the current fund and the proposed combined or successor entity. | Table | Original |
| shareholder_fees_comparison | Side‑by‑side comparison of fees paid by shareholders under the existing fund versus the new structure. | Percentage | Original |
| annual_expenses_comparison | Annual operating expense ratios for both the current fund and the proposed acquiring or successor fund. | Percentage | Original |
| expense_examples | Hypothetical examples showing the dollar impact of fees on a $10,000 investment over one year for each fund. | Currency (USD) | Original |
| voting_information | Instructions and guidelines on how shareholders can cast their votes, including proxy card details. | Text (Long) | Original |
| quorum_requirements | Minimum number or percentage of shares that must be represented at the meeting for the vote to be valid. | Text | Original |
| proxy_submission_methods | Methods available to shareholders for submitting their proxy votes (e.g., online, mail, telephone). | Text List | Original |
| revocation_procedures | Procedures shareholders must follow to revoke or change a previously submitted proxy vote. | Text | Original |
| intermediary_information | Information intermediaries (e.g., brokers, banks) that may vote on behalf of beneficial owners and related processes. | Text | Original |
| shareholder_communications | Guidance on how the fund communicates with shareholders before, during, and after the meeting. | Text | Original |
| signature | Block where the authorized officer certifies the accuracy of the proxy or information statement. | Text | Original |
| signature_date | Date on which the authorized officer signed and executed the proxy or information statement. | Date (YYYY-MM-DD) | Original |
| Field Name | Description | Data Type | Original/Engineered |
|---|---|---|---|
| file_number | Descriptive code assigned by the SEC to track and reference the specific filing. | Text | Original |
| sec_registration_number | Unique registration identifier issued by the SEC under the Securities Act for this proxy or information statement. | Text | Original |
| meeting_type | The classification of the shareholder meeting (e.g., annual, special, or extraordinary). | Text | Original |
| meeting_date | The calendar date on which the shareholder meeting is scheduled to occur. | Date (YYYY-MM-DD) | Original |
| meeting_time | The local time at which the shareholder meeting will begin. | Time | Original |
| meeting_location | The physical address or virtual platform where the meeting will be held. | Text | Original |
| record_date | The cutoff date for determining which shareholders are eligible to vote at the meeting. | Date (YYYY-MM-DD) | Original |
| proxy_voting_deadline | Deadline by which shareholders must submit their proxy votes to be counted. | DateTime | Original |
| matters_to_be_voted | A detailed list of each proposal, resolution, or item that shareholders will vote on during the meeting. | Text List | Original |
| reorganization_proposal | Description of any proposed reorganization or structural change to the fund or registrant that requires shareholder approval. | Text (Long) | Original |
| target_fund_name | Official name of the fund or entity that is the subject of the reorganization proposal. | Text | Original |
| registrant | Name of the entity or fund submitting the proxy statement or information to shareholders. | Text | Original |
| acquiring_fund_name | Name of the fund or entity that will acquire or merge with the target fund upon approval. | Text | Original |
| board_recommendation | Recommendation provided by the board of directors or trustees regarding how shareholders should vote on each proposal. | Text | Original |
| reasons_for_transaction | Explanation of the rationale and anticipated benefits or risks associated with the proposed transaction. | Text (Long) | Original |
| comparative_fee_table | Comparison of fee structures between the current fund and the proposed combined or successor entity. | Table | Original |
| shareholder_fees_comparison | Side‑by‑side comparison of fees paid by shareholders under the existing fund versus the new structure. | Percentage | Original |
| annual_expenses_comparison | Annual operating expense ratios for both the current fund and the proposed acquiring or successor fund. | Percentage | Original |
| expense_examples | Hypothetical examples showing the dollar impact of fees on a $10,000 investment over one year for each fund. | Currency (USD) | Original |
| voting_information | Instructions and guidelines on how shareholders can cast their votes, including proxy card details. | Text (Long) | Original |
| quorum_requirements | Minimum number or percentage of shares that must be represented at the meeting for the vote to be valid. | Text | Original |
| proxy_submission_methods | Methods available to shareholders for submitting their proxy votes (e.g., online, mail, telephone). | Text List | Original |
| revocation_procedures | Procedures shareholders must follow to revoke or change a previously submitted proxy vote. | Text | Original |
| intermediary_information | Information intermediaries (e.g., brokers, banks) that may vote on behalf of beneficial owners and related processes. | Text | Original |
| shareholder_communications | Guidance on how the fund communicates with shareholders before, during, and after the meeting. | Text | Original |
| signature | Block where the authorized officer certifies the accuracy of the proxy or information statement. | Text | Original |
| signature_date | Date on which the authorized officer signed and executed the proxy or information statement. | Date (YYYY-MM-DD) | Original |