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Investegate |Nottingham Announcements | Nottingham: Adaptive Investments Announces ETF Name Change

Investegate |Nottingham Announcements | Nottingham: Adaptive Investments Announces ETF Name Change
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Nottingham: Adaptive Investments Announces ETF Name Change

Nottingham: Adaptive Investments Announces ETF Name Change
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Converting Mutual Funds to ETFs: A Fertile Field? | Carlton Fields

To embed, copy and paste the code into your website or blog: A trend seems to be starting for open-end management investment companies to reorganize into exchange-traded funds. The March 12, 2021, merger of the Adaptive Growth Opportunities Fund, a series of the Starboard Investment Trust, into the Adaptive Growth Opportunities ETF, a series of the trust that was created for that purpose, illustrates what this may entail. The fund’s adviser, Cavalier Investments (doing business as Adaptive Investments), continues as the ETF’s adviser. The shareholders received a Form N-14 information statement, prospectus, statement of additional information, president’s letter, and Q&A describing the conversion and the ETF. Shareholders had an opportunity to redeem or exchange their shares in the fund if they did not want to continue as shareholders of the ETF.

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Adaptive Growth Opportunities Fund is converting to an ETF

Adaptive Growth Opportunities Fund is converting to an ETF News provided by Share this article Share this article ALPHARETTA, Ga., May 10, 2021 /PRNewswire/ Adaptive Investments has received SEC approval to move forward with one of the first conversions of an open ended mutual fund, to an exchange traded fund (ETF.). The Adaptive Growth Opportunities Fund, CATEX, will exchange to the ETF structure after close of business on May 7th. The Fund will trade under the new ticker, AGOX, beginning May 10th. The Fund possesses Morningstar s 5-Star ranking over 3 years, 5 years and overall. Morningstar Tactical Category Top 6% over 3 years out of 218 funds

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Nottingham shepherds first administrator issuer led conversion of mutual fund to ETF

Press release content from News Direct Corporation. The AP news staff was not involved in its creation. Nottingham shepherds first administrator issuer led conversion of mutual fund to ETF May 10, 2021 GMT Adaptive Growth Opportunities ETF (AGOX) The Nottingham Company, a leading fund administrator, issuer and consultant to the mutual fund and ETF industry, is pleased to announce live trading on NYSE ARCA for its first conversion of an open-end mutual fund to an exchange traded fund (ETF). Nottingham-affiliated series trust Starboard Investment Trust completed the registration portion of the process recently for the Adaptive Growth Opportunities Fund converting to Adaptive Growth Opportunities ETF (AGOX). Starboard Investment Trust is the first fund administrator sponsored series trust to convert one of its mutual funds to an ETF. The Adaptive Growth Opportunities Fund converted all its assets to AGOX on Friday May 7th, with public trading opening Monday morning May 10th.

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