F/m Investments' SEC-Cleared Dual-Share Treasury Strategy Goes Live — End Of ETF Vs Mutual Fund Drama?

Benzinga_recent_news

Feb 14

Fixed-income manager F/m Investments on Thursday rolled out a new structure allowing investors to access its flagship 3-month U.S. Treasury bill strategy through both ETF and mutual fund share classes...

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Clients investing through brokerage accounts can use the ETF, while retirement or platform-restricted investors can hold the mutual fund version — without tracking performance differences or reconciling separate holdings.\nThe fund operates under The RBB Fund, Inc. trust infrastructure, while administration and operational support came from U.S. Bank Global Fund Services.\nChief commercial officer Josh Jacobs noted that demand for innovative ETF structures continues to rise as issuers look to blend tax efficiency, liquidity and distribution flexibility.\nIf widely adopted, dual-share ETF structures could:\nIn short, investors may eventually choose the strategy first and the vehicle second — a shift that could quietly redraw the competitive map between traditional funds and ETFs.\nImage: Shutterstock\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}