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 ...

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 ...

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

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 ...

Precious metals and foreign stock funds realized the highest returns last year; plus, mutual funds moved closer to launching ETF share classes.

Today, The Vanguard Group added its name to the growing list of asset managers seeking SEC approval for an exchange-traded fund share class of its actively managed mutual funds. It joins more than 60 ...

Every time you invest in a mutual fund, you're making a choice that could cost or save you tens of thousands of dollars—and you might not even know it. That's because mutual funds often come in ...