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  2. Eaton Vance | Wikipedia

    en.wikipedia.org/wiki/Eaton_Vance

    By the end of 1983, Eaton Vance was managing 23 mutual funds and numerous individual and company accounts, with over $2.3 billion in their accounts. The company's major products were 34 low-risk and tax-free funds by late 1989. The next year, Eaton Vance started promoting its funds via banks, which resulted in a sales profit of $450 million.

  3. List of American exchange-traded funds | Wikipedia

    en.wikipedia.org/wiki/List_of_American_exchange...

    List of American exchange-traded funds. This is a table of notable American exchange-traded funds, or ETFs. As of 2020, the number of exchange-traded funds worldwide was over 7,600, [1] representing about 7.74 trillion U.S. dollars in assets. [2] The largest ETF, as of April 2021, was the SPDR S&P 500 ETF Trust (NYSE Arca: SPY), with about $353 ...

  4. Exchange fund | Wikipedia

    en.wikipedia.org/wiki/Exchange_fund

    An exchange fund, also known as a swap fund, is an investment vehicle that allows investors with large stock positions to pool their stocks into a single fund, diversifying their holdings without triggering a taxable event. Given its dependence on the IRS Tax Code, it is a mechanism specific to the U.S., first introduced as early as 1954 with ...

  5. Recently Merged Nuveen New York AMT-Free Municipal Income ...

    www.aol.com/news/2013-03-15-recently-merged...

    Recently Merged Nuveen New York AMT-Free Municipal Income Fund Declares Distribution CHICAGO--(BUSINESS WIRE)-- Nuveen Investments, a leading global provider of investment services to institutions ...

  6. Nuveen Announces Merger for Municipal Closed-End Funds | AOL

    www.aol.com/2013/04/08/nuveen-announces-merger...

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  7. Nuveen Closed-End Funds Declare Monthly Distributions | AOL

    www.aol.com/news/2013-01-02-nuveen-closed-end...

    AMT-Free Municipal Income.0680-NMZ. High Income Opportunity Fund.0730-NMD. High Income Opportunity Fund 2.0655-NEV. Enhanced Municipal Value Fund.0800-California. NKX. CA AMT-Free Municipal Income ...

  8. Alternative minimum tax | Wikipedia

    en.wikipedia.org/wiki/Alternative_minimum_tax

    The alternative minimum tax (AMT) is a tax imposed by the United States federal government in addition to the regular income tax for certain individuals, estates, and trusts. As of tax year 2018, the AMT raises about $5.2 billion, or 0.4% of all federal income tax revenue, affecting 0.1% of taxpayers, mostly in the upper income ranges. [1][2]

  9. Landon T. Clay | Wikipedia

    en.wikipedia.org/wiki/Landon_T._Clay

    Biography. Clay graduated from Harvard in 1950 with a B.A. in English. Clay was the chairman of Eaton Vance Corporation from 1971 to 1997 and a director of ADE Corporation since 1970 [2][3] – a mutual fund management and distribution company. Clay served as chairman of the East Hill Management LLC, an investment advisory firm he founded in 1997.

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