KKR Trust Mixes Up Fees: More Choices for Boring Investments
Published Date: 4/25/2025
Notice
Summary
KKR FS Income Trust and its partners want permission to offer different types of shares with varying fees and sales charges to investors. This change affects certain investment companies regulated as business development companies and could impact how much investors pay in fees. If no one objects by May 16, 2025, the SEC will approve this new setup, making it easier for investors to choose shares that fit their needs.
Analyzed Economic Effects
1 provisions identified: 0 benefits, 0 costs, 1 mixed.
BDCs May Offer Multiple Share Classes
KKR FS Income Trust and related business development companies have applied to let certain closed-end funds issue multiple classes of shares that can charge different sales loads and asset-based distribution and/or service fees. The application was filed on April 2, 2025 and amended on April 16, 2025; unless a hearing is requested by 5:30 p.m. on May 16, 2025, the SEC will issue the requested order.
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