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Week 5: 2/2/2026- 2/6/2026- Forty-nine Vanguard funds will reduce their management fees, lowering their expense ratios, including the Vanguard Total Stock Market Index fund ($2.1T) which will reduce its management fee for the Investor class by eight bps to 0.05% and its total expense ratio by eight bps to 0.06%
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Goldman Sachs registers the Goldman Sachs Central Government fund and Goldman Sachs Government Series II fund
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Effective April 1, 2026, Eric DeVilbiss will join James Stillwagon as co-portfolio manager of two T Rowe Price funds, including T Rowe Price Growth Stock fund ($49.8B)
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First Trust files the FT Vest Total Return Income: Series A1 fund, a tender offer fund which will pursue a hedged equity investment strategy by investing in equity securities in the S&P 500 index, mitigate risk by purchasing a hedge against the decline of the index, and generate income with a target net annual income of 15%
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Nineteen First Trust funds will reduce their unitary management fees, including the First Trust Enhanced Short Maturity ETF ($6.2B) which will lower its fee by fifteen bps to 0.29%
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American Century files two actively-managed ETFs: the Avantis All International Core Equity ETF and Avantis US Core Equity ETF
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Effective April 6, 2026, the AB Income fund ($2.3B), will invest 65% in investment grade fixed-income securities of various types (previously, in securities of U.S. and foreign governments, their agencies or instrumentalities and repurchase agreements relating to U.S. Government securities)
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Effective January 31, 2026, Ardea Investment Management replaced Wellington Management Company on the sub-advisory team of the SEI SIT International Fixed Income fund ($382M)
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