CASE INVESTIGATION

Levin Law is investigating potential legal claims on behalf of investors in BlackRock, Fidelity, Dodge & Cox, Putnam,  Columbia,  First Eagle,  Parnassus, Artisan and Principal mutual funds.

The investigation concerns aspects of the mutual fund companies’ fee calculation for certain funds. Mutual fund companies owe a fiduciary duty to their respective investors to accurately disclose and calculate all fees they charge.

Individuals who purchased any of the  mutual funds listed below within the past three (3) years may be eligible to participate. For the purpose of the case investigation, purchases of mutual fund shares do NOT include “re-investment” of dividends. Only actual purchases of new mutual fund shares are being examined.

BLACKROCK

• iShares S&P 500 Index Fund (BSPAX BSPIX WFSPX)
• BlackRock Equity Dividend (MCDVX MDDVX MADVX MRDVX MSDVX)
• BlackRock Health Sciences Opportunities Fund (SHSAX SHSCX BHSRX SHSSX SHISX)
• BlackRock Technology  Opportunity Fund (BGSAX BGSCX BGSRX BGSIX BSTSX)
• BlackRock Mid Cap Growth Equity (BMGAX BMGCX CMGIX BMRRX CMGSX)

FIDELITY

• Fidelity 500 Index Fund (FXIAX FXSIX FUSEX FUSVX)
• Fidelity Series Total Market Index Fund (FCFMX)
• Fidelity Total Market Index Fund (FSKAX FSKTX FSTMX FSTVX FFSMX)
• Fidelity Contrafund (FCNTX FCNKX)
• Fidelity Blue Chip Growth Fund (FBCCX FBCHX FBCJX FBCFX FBGKX)
• Fidelity Growth Company Fund (FDGRX FGCKX FGRFX)

DODGE & COX

• Dodge & Cox Stock Fund (DODGX, DOXGX)
• Dodge & Cox International Stock Fund (DODFX, DOXFX)

PUTNAM

• Putnam Large Cap Value (PEYAX PEQCX PEQRX PEIYX)
• Putnam Large Cap Growth (POGAX POGCX PGOMX PGOYX)

COLUMBIA  

• Columbia Dividend Income  (LBSAX LBSCX CDVIX, CDIRX CDDRX CDDYX)
• Columbia Contrarian Core  (LCCAX LCCCX CCCIX CCCRX COFRX COFYX)
• Columbia Seligman Technology & Information Fund (SLMCX SCICX SCIRX SCIFX SCMIX)

OTHER FUNDS

• First Eagle Global Fund (SGENX, FESGX)
• Parnassus Core Equity Fund (PRBLX  PRILX)
• Artisan International Value Fund  (ARTKX APHKX APDKX)
• Principal MidCap Fund (PEMGX PMBCX PCBIX PMBPX PMAQX)

Together with co-counsel, we've represented thousands of clients nationwide in their pursuit of Justice and Accountability.  

Complete the Contact Form below to find out if you are eligible to participate.

Levin has been named a “Top Rated Lawyer” year after year, a distinction created by Martindale-Hubbell® and has been rated AV® Preeminent, the highest standard awarded to attorneys who are ranked at the top level of professional excellence for their legal expertise and ethical standards by their peers. Levin has been selected to the National Trial Lawyers Top 100.

We do not represent large corporations or insurance companies. Defendants who have been the subject of our efforts are among the largest international employers and corporate giants.

For more than thirty years, Levin Law has dedicated its practice to representing employees, investors, consumers and other victims of fraud in their pursuit of Justice and Accountability.  We have a proven track record of success, recovering on behalf of thousands of clients. 

Levin Law represents clients on a contingency fee arrangement so clients pay nothing out of pocket. The firm’s fees and expenses are paid only from a recovery in the case.

The firm represents clients nationwide; however, we do not represent clients in certain states and our representation is limited to federal practice in others.  Levin Law assumes joint responsibility for cases with co-counsel and associates with local counsel where required and/or the client's best interests dictate such an arrangement.