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Dual-Share Classes Are Coming. Why It Matters.

Summary by thedailyupside.com
Sharing may really be caring.  A crop of new dual-share class funds — that offer different types of the same fund with varying fees, loads, and other features — may be on the way for financial advisors. More than 50 asset managers, including 10 since December, have already lined up to apply with the Securities and Exchange Commission for the so-called exemptive relief necessary to tack on the new exchange-traded fund share classes. While the det…

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Dual-Share Classes Are Coming. Why It Matters.

Sharing may really be caring.  A crop of new dual-share class funds — that offer different types of the same fund with varying fees, loads, and other features — may be on the way for financial advisors. More than 50 asset managers, including 10 since December, have already lined up to apply with the Securities and Exchange Commission for the so-called exemptive relief necessary to tack on the new exchange-traded fund share classes. While the det…

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thedailyupside.com broke the news in on Sunday, April 6, 2025.
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