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 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. Dozens of ...

The US Securities and Exchange Commission (SEC) is considering implementing a dual-share class that would allow investors to seamlessly move from a mutual fund to an exchange-traded fund (ETF). RBC ...

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 US Securities and Exchange Commission is getting closer to making a decision about whether asset managers can offer ETFs as share classes of mutual funds, according to Kaitlin Bottock, assistant ...

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 ...

Discover the process of liquidating mutual funds, including fees, taxes, and potential impacts on returns, to make informed ...

SAN FRANCISCO, Sept. 15, 2025 /PRNewswire/ -- Dodge & Cox announced today forward share splits for the Class I and Class X shares of the Dodge & Cox Balanced Fund, International Stock Fund, and Stock ...

Fund is converting to an ETF for better tax efficiency and lower costs. Learn why Akre believes this move benefits long-term ...