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 ...

As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

Almost three dozen fund providers have requested approval from the SEC to use Vanguard’s previously patented ETF-as-a-share class fund structure. The unique hybrid structure essentially bolts an ETF ...

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 ...

An institutional fund is a collective investment vehicle used by institutions like companies, offering tailored investment ...

Brokerage firms could lose up to $30 billion a year in fees if asset managers pursue a dual-class share structure that would add an exchange-traded fund option to existing mutual fund offerings, ...

Every time you invest in a mutual fund, you're making a choice that could cost or save you tens of thousands of dollars—and you might not even know it. That's because mutual funds often come in ...