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

At the end of November 2025, the SEC formally approved the first applications for mutual fund complexes to offer an ETF share class within a single fund structure. Read more ...

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

Exchange traded funds continue to emerge as a preferred vehicle for many investors, as they recorded net share issuance of nearly $600 billion in 2023. In contrast, long-term mutual funds experienced ...

Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors ...

Vanguard has cut the expense ratios of 168 mutual fund and exchange-traded share classes across 87 funds, effectively immediately, which will save Vanguard’s investors more than $350 million in 2025 ...

Wondering how FXAIX and VOO stack up? You aren’t alone. To help, here is an explanation of the key differences between the ...

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, ...

Dimensional Fund Advisor, founded in 1981, believes in applying academic research in practical investing to generate higher ...

Discover the downsides of mutual funds, including high expenses, hidden fees, and reduced investment control. Make informed ...

We are living in times marked by simmering geopolitical tensions – be it the ongoing Russia-Ukraine war, tensions in the ...

The proposal is being discussed among financial regulators to give investors a consolidated picture across asset classes.