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Multi-Class ETF Fund Exemptive Relief Under the Investment Company Act of 1940
Plain English Summary
A group of mutual funds and investment advisors has received special permission to create a new type of investment fund that can hold multiple classes of shares. This change affects the Mutual Fund Series Trust and other related entities. Insurance agents should stay informed about these developments as they may impact investment options for clients.
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Mutual Fund Series Trust, et al. [File No. 812-15852]
Applicants:
Mutual Fund Series Trust, Mutual Fund and Variable <span class="match">Insurance</span> Trust, Catalyst Capital Advisors LLC, AlphaCentric Advisors LLC, and Rational Advisors, Inc.
Filing Dates:
The application was filed on July 11, 2025 and amended on November 12, 2025 and March 19, 2026.
Addresses:
Jennifer Bailey, Mutual Fund Series Trust, Mutual Fund and Variable <span class="match">Insurance</span> Trust, 36 North New York Avenue, Huntington, NY 11743; Parker D. Bridgeport, Esq., Thompson Hine LLP, 41 S High St., Seventeenth