Reclassification involves changing a mutual fund's share class without a taxable event, offering flexibility in investment ...

At the end of November 2025, the SEC formally approved the first applications for mutual fund complexes to offer an ETF share ...

The expected SEC approval of ETF share classes for mutual funds and vice versa poses more technical and tax-related challenges than simply pressing a button to convert massive holdings. Processing ...

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 ...

A growing number of asset managers are converting traditional mutual funds into ETFs or preparing to offer ETFs as a mutual ...

The first actively managed exchange-traded fund share classes are one step closer to becoming a reality. Dimensional submitted its first request for ETF share classes on Thursday, Oct. 9, 2025. The ...

(Reuters) -The U.S. Securities and Exchange Commission cleared the way for Dimensional Fund Advisors to launch an exchange-traded fund share class on 13 of its existing mutual funds, according to a ...

A mutual fund is an investment that allows individuals to pool their money along with other investors and invest in a collection of securities such as stocks and bonds. Most mutual funds invest in ...

(Bloomberg) -- 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 ...