As evidenced by our recently announced Share Class
Selection Disclosure Initiative, pursuing these types of actions remains a priority for the Division as we seek to get money back in the hands of harmed investors.
M2 EQUITYBITES-February 16, 2018-Sterling Capital Funds introduces new R6 share class
BANKING AND CREDIT NEWS-February 16, 2018-Sterling Capital Funds introduces new R6 share class
The first new share class
to show up was T shares (or "transactional" shares), which are designed to help financial advisors maintain their traditional business model -- selling mutual funds on commission -- while complying with Labor's rules.
Monthly Product Trends Edition," one overall theme that has continued this year has been the shift in assets to lower-cost share class
Nevertheless, these self-directed accounts customarily include higher share class
expense funds available to retail investors than those that have been negotiated by the plan sponsor or advisor for the plan's investment fund menu.
Stenham Asset Management, a diversified global macro fund of hedge funds, has announced that it has launched new asset classes in addition to its US-dollar share class
PUTTING ORDER TO MUTUAL FUND CLASS SHARES is no small task for consumers given the fact that the total universe of share class
choices available is 2.
ISIN US74005P1049), the Linde AG current share class
(ISIN DE0006483001) in the index will be replaced with the tendered share class
The development of clean shares -- first came T shares (or "transactional" shares) and then share class
Z, or "clean" shares -- are in direct response to Labor's fiduciary rule, Aron Szapiro, director of policy research at Morningstar, said on a recent webcast, but Labor "needs to understand this is a new idea, and we are still coming to a consensus on what clean shares mean.
High-expense share class
hands are used in 401(k) plans sponsored by unwitting employers who fail to engage in a recurring monitoring process.