Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors ...
As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.
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 ...
On September 29, 2025, the SEC issued a notice of an amended application for an exemptive order to permit the applicant open-end management investment companies registered under the Investment Company ...
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 ...
Share class type indicates the distribution characteristic or channel that a particular share class is intended for. Morningstar considers five share class types: no load, front load, level load, ...