Another Fund Seeks ETF and Mutual-Share Hybrid Status
Published Date: 7/9/2026
Notice
Summary
Datum One Series Trust and Polar Capital LLP want to create a new kind of investment fund that offers both exchange-traded shares (like ETFs) and regular mutual fund shares all in one fund. This change could make investing easier and more flexible for people using these funds. If no one asks for a hearing by July 31, 2026, the SEC will likely approve this new setup soon.
Analyzed Economic Effects
1 provisions identified: 1 benefits, 0 costs, 0 mixed.
One Fund: ETF Shares and Mutual Shares
If you invest, a fund could offer one class of exchange-traded shares (ETF Shares) and one or more classes of non‑exchange-traded mutual fund shares in the same registered open-end fund. The applicants filed this request on June 5, 2026; the SEC says it will issue the order unless a hearing is requested by 5:30 p.m. Eastern on July 31, 2026.
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Key Dates
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