Patents by Inventor Kevin Andrew Simonoff

Kevin Andrew Simonoff has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Mutual Fund with Reduced Fee Share Class and Method of Managing the Same
    Publication number: 20140089230
    Abstract: A method of administering a mutual fund includes establishing a mutual fund having a plurality of share classes and charging each share class fund-level fees according to a fee rate applicable thereto. One or more share classes are then relieved of at least a portion of their respective fund-level fees, for example by reimbursing some or all of the fund-level fees paid; waiving payment of some or all of the fund-level fees in the first instance; and/or setting expense limits on the fund-level fees payable by the share classes.
    Type: Application
    Filed: September 24, 2013
    Publication date: March 27, 2014
    Inventors: Theresa K. Kelety, Kevin Andrew Simonoff