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

Since April, the Investment Company Institute has looked into what asset managers may need to launch exchange-traded-fund share classes within existing mutual fund portfolios. The Investment Company ...

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, ...

The U.S. Securities and Exchange Commission approved Dimensional Fund Advisors’ request to offer both exchange-traded fund and mutual fund share classes within the same fund structure, making ...

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 ...

As the government shutdown concludes, it is expected the SEC will promptly issue an exemptive order for Dimensional Fund Advisors LP to offer open-end funds with one class of exchange-traded fund ...

The US Securities and Exchange Commission has taken a significant step toward allowing mutual funds to offer exchange-traded fund share classes, a move that could reshape the landscape for asset ...

The Securities Industry and Financial Markets Association has published guidance ahead of what is widely expected to be the Securities and Exchange Commission's granting of exemptive relief that would ...

CHICAGO, Oct. 7, 2025 /PRNewswire/ -- JLL Income Property Trust, an institutionally managed, daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with approximately $6.5 billion in portfolio equity ...

The SEC is opening the path for dual‑share‑class ETFs to roll out – but the wealth management industry is in no hurry to follow. Several weeks after granting Dimensional Fund Advisors approval to ...

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