It’s going to be a while before ETF share classes of mutual funds are commonplace, but many asset managers now have ...

The SEC's green light for dozens of investment firms to offer ETF share classes of traditional mutual funds has opened new avenues for active vehicles built in the tax-efficient structure. Processing ...

Share class type indicates the distribution characteristic or channel for which a particular share class is intended. Morningstar considers five share class types: no load, front load, level load, ...

Asset managers are moving to launch ETF share classes of their existing mutual funds following exemptive relief issued by the Securities and Exchange Commission in 2025, but operational hurdles and ...

The U.S. Securities and Exchange Commission has allowed Dimensional Fund Advisors to launch an exchange-traded fund (ETF) share class of an existing mutual fund, and the regulator is expected to ...

In November 2025, the SEC granted formal approval to Dimensional Fund Advisors LP to offer both ETF and mutual fund share classes within the same fund structure. This move is expected to lead to a ...

The Securities and Exchange Commission has reached a settlement with Commonwealth Financial Network, leading to the conclusion of a legal battle that started in 2019, when the agency charged the ...

ETF share classes are on track to become one of the most significant developments in the fund industry, and advisors will be navigating their implications from day one. The SEC's approval allowing ...

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 ...

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 ...