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mutual fund conversions

Displaying 2 results

Topic
  • News
  • April 22, 2024

BlackRock set for first mutual fund-to-ETF switch

The global asset management firm is converting a $700M dividend strategy amid pervasive investor demand for tax-efficient fund structures.

Topic
  • News
  • July 14, 2023

DFA request for ETF share classes marks tipping point for legacy fund companies

The $614 billion asset manager is applying a full-court press to take advantage of an expired Vanguard patent.