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 ...

What Is a Share Class? The term "share class" represents a category of shares investors can purchase, each having its own set of features such as fee structures, minimum investment requirements, and ...

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 ...

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 ...

Welcome to another insightful episode of Zephyr's Adjusted for Risk Podcast, hosted by Ryan Nauman from Lake Tahoe. In this episode, Ryan welcomes Kip Meadows, founder and CEO of Nottingham, to delve ...

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 ...

Muni funds may not be as far away as some think, but will begin slowly, said Pat Luby, head of municipal strategy at CreditSights. Of the 80-plus applications filed for exemption relief to offer ETF ...

DFA US Micro Cap ETF DFMC, Dimensional’s first exchange-traded share class of an existing mutual fund, began trading today, March 20, 2026. It marks the first time an actively managed ETF share class ...

The Securities and Exchange Commission recently issued a notice regarding intended exemptive relief (the “Notice”) that would permit an open-end management investment company (referred to herein as an ...

Since March 12, 2025, the US Securities and Exchange Commission (SEC) has approved multiple applications for multi-share class exemptive relief for private business development companies (BDCs) and ...