The regulator's impending response to a 2023 application by Dimensional Fund Advisors could open the door to a broader boom of dual share-class mutual fund products.
The SEC just broke a two-decade deadlock. On Monday, the commission gave Dimensional Fund Advisors (DFA) the go-ahead to create ETF share classes inside its mutual funds, a decision that investors, ...
ETFs do in-kind transactions. An in-kind transaction frequently avoids being a taxable event because securities are swapped for other assets of equal value. Mutual funds, conversely, sell the assets ...
The Securities and Exchange Commission (SEC) is on the verge of allowing major changes to the way exchange-traded funds (ETFs) and traditional mutual funds are structured. Specifically, an SEC ruling ...
Up to now, Vanguard had been the only asset manager allowed to offer dual share class funds—i.e., funds with both mutual fund and ETF share classes. Vanguard’s patent expired in 2023, and in the time ...
You have to be careful in the supermarket cookie aisle. If you’re in a hurry and thoughtlessly grab a package of Oreos, you might get a rude surprise at home when you bite into an unexpected flavor ...
The US Securities and Exchange Commission intends to grant Dimensional Fund Advisors the ability to offer ETFs as share classes of mutual funds, opening the door for widespread use of a tax-saving ...
Learn how to start your mutual fund investment journey. Understand types, benefits, SIP options, and use calculators to plan ...
Have you held units of a CIBC mutual fund or a Renaissance mutual fund (other than through a discount broker)? TORONTO, Sept. 26, 2025 /CNW/ - A class action settlement has been reached with Canadian ...
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. In a move anticipated for two years, the Securities and Exchange Commission signaled ...