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Schwab and Others Bet on Tax-Savvy ETFs
News April 18, 2025 at 11:18 AM
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What You Need To Know
- At least seven firms, including JPMorgan and PIMCO, filed amendments to their applications to create funds that have both ETF and mutual fund share classes.
- The latest filings indicate that the SEC is fast-tracking its decision on multi-share class funds.
- At stake is a fund model patented by Vanguard that helped it save clients billions on taxes.
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