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ETF Share Classes in Mutual Funds: What to Know
Expert Opinion December 09, 2024 at 04:44 PM
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What You Need To Know
- ETF assets have risen in recent years as mutual funds have seen outflows.
- A Vanguard patent on ETF share classes of mutual funds expired in 2023, allowing other fund companies to file for ETF share classes of their own.
- In most cases, clients would be able to do a tax-free exchange from a mutual fund to an ETF share class if approved.
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