It’s spring in the northern hemisphere, which means the birds are singing, the bees are buzzing and the first ETF share class ...

Learn about the intricacies of share classes, including their definition, types, factors impacting selection, associated fees, and performance measures.

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, ...

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 ...

In a move anticipated for two years, the Securities and Exchange Commission signaled earlier this week that it would grant exemptive relief to Dimensional Fund Advisors’ application to offer dual ...

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 ...

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 ...

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 ...