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

The evolving landscape of investment vehicles, paired with a recent regulatory shift, stands to create new opportunities for wealth managers. One of the most significant possible developments on the ...

Dimensional Fund Advisors debuts DFMC, the first ETF share class of a mutual fund since Vanguard's patent expired in 2023 ...

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

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 ...

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 ...

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 ...

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 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. Processing ...

Optimism is building that a game-changing fund design that will help asset managers shrink clients’ tax bills and grow their ETF businesses will soon be approved by the US securities regulator. This ...

Putnam Sustainable Retirement 2065 Fund Class C 5.72 Putnam Sustainable Retirement 2065 Fund Class R 6.11 Putnam Sustainable Retirement 2065 Fund Class R3 6.28 Putnam Sustainable Retirement 2065 Fund ...