Form 40-24B2 Files Dataset

Form 40-24B2 filings contain sales literature submitted by registered investment companies pursuant to Section 24(b) of the Investment Company Act of 1940 and Rule 24b-2 thereunder. The form requires investment companies to file copies of advertising and sales materials distributed to prospective investors, enabling SEC oversight of fund marketing communications. The dataset includes all Form 40-24B2 and Form 40-24B2/A filings submitted to EDGAR from February 2005 to present. Form 40-24B2/A filings represent amendments to previously filed sales literature submissions. For each accession number, a metadata file and all documents in the original EDGAR submission are included except image files. Each filing typically contains fund performance data, investment objective and strategy descriptions, average annual return disclosures, standardized performance disclaimers, references to the fund's prospectus, and contact information for the distributing entity.

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