Topic

ETF share classes

A fund structure in which an exchange-traded fund exists as a share class of an existing mutual fund, with both sharing one portfolio. In the US it requires SEC exemptive relief.

Current clusters

invest1 publisher

Booth counts 80 firms behind the SEC petition that reopened the ETF share class

David Booth told The Daily Upside that neither mutual funds nor ETFs are inherently superior, and the work that made his $1.1 trillion firm a top active ETF manager was a regulatory petition plus a run of fund conversions.

Publishers:thedailyupside.com

Reality

Evidence34
Adoption38
Hype gap+16
Incentives79
Confidence46