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Week 24: 6/9/2025- 6/13/2025- Four Schwab ETFs reduce their advisory fees, including the Schwab International Equity ETF ($47.6B) which will reduce its fee by 3 bps to 0.03% and the Schwab Emerging Markets Equity ETF ($9.8B) which will lower its fee by 4 bps to 0.07%
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Schwab approved a forward share split for six of its funds, including the Schwab S&P 500 Index fund ($111.9B), which will occur on or about August 15, 2025
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Franklin Templeton registers the Franklin Dividend Growth ETF
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TIAA/Nuveen files the Nuveen Securitized Income ETF
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Kathleen A. McCarragher of Jennison Associates has announced her intention to retire in mid-2026 and will leave the team managing the Harbor Capital Appreciation fund ($27.3B) on February 28, 2026; McCarragher will also step down from the teams managing five PGIM Jennison funds, including the PGIM Jennison Growth fund ($8.4B), effective December 31, 2025
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Fahim Razzaque will replace Nidhi Gupta as portfolio manager to the Fidelity Fund ($8B) on December 31, 2025
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JPMorgan Investment Management will replace Wellington Management Company in sub-advising the Nationwide fund ($1.7B), effective third quarter of 2025
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MFS registers the MFS Active Mid Cap ETF
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Tidal Investments registers the thematic SoFi Agentic AI ETF, which will track an index comprised of companies that derive revenue from agentic AI
MORE>>Week 23: 6/2/2025- 6/6/2025- BlackRock registers the iShares Emerging Markets Bond Active ETF
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Federated Hermes registers two ETFs: the Federated Hermes Enhanced Income ETF which will invest in high dividend-paying mid- or large-cap stocks and will utilize an options overlay strategy to generate income, and the Federated Hermes MDT Market Neutral ETF which will utilize a quantitative model driven by fundamental and technical stock selection variables to take long and short positions in common stocks to neutralize market volatility
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WisdomTree Asset Management files the WisdomTree Private Credit and Alternative Income Digital fund, a fund of funds which will track an index comprised of registered closed-end investment companies, BDCs, and REITs, and will utilize blockchain technology to maintain a record of its shares
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Effective September 19, 2025, the VanEck Gold Miners ETF ($15B) will change its benchmark index from the NYSE Arca Gold Miners Index to the MarketVector Global Gold Miners Index, a rules-based, modified capitalization-weighted, float-adjusted index
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Jacobs Levy Equity Management will replace Sustainable Growth Advisers on the sub-advisory team of the Russell Tax Managed US Large Cap fund ($9.2B)
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Steve Rodosky has announced his intention to retire from PIMCO and will leave the teams managing nine PIMCO funds, effective December 31, 2025
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Carolyn Roby will join the team managing three T. Rowe Price funds, including the T. Rowe Price New Income fund ($16B), effective September 30, 2025
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Grantham, Mayo, Van Otterloo & Co. files four ETFs, including the GMO Domestic Resilience ETF which will invest in U.S. companies benefiting from the shift away from globalization and the anticipated acceleration of onshoring vital technologies and industries
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