Discover the benefits and pitfalls of mutual funds, including risk reduction, management fees, and tax inefficiencies, to make informed investment decisions.
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 ...
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 ...
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 ...
Today, The Vanguard Group added its name to the growing list of asset managers seeking SEC approval for an exchange-traded fund share class of its actively managed mutual funds. It joins more than 60 ...
The US Securities and Exchange Commission is approaching a decision that could reshape the landscape for mutual fund and ETF providers, as well as the advisors who use them. Asset managers including ...
The novel fund design, where one share class of a mutual fund is exchange-traded, was invented by Vanguard more than two decades ago. Since the firm’s patent expired in 2023, nearly every major money ...