Share class type indicates the distribution characteristic or channel that a particular share class is intended for. Morningstar considers five share class types: no load, front load, level load, ...

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 ...

Almost three dozen fund providers have requested approval from the SEC to use Vanguard’s previously patented ETF-as-a-share class fund structure. The unique hybrid structure essentially bolts an ETF ...

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 ...

Since Vanguard’s patent on the ETF share class of its mutual funds expired last year, dozens of companies have queued up with the SEC for permission to add their own ETF share classes to existing ...

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 ...

The U.S. Securities and Exchange Commission has allowed Dimensional Fund Advisors to launch an exchange-traded fund (ETF) share class of an existing mutual fund, and the regulator is expected to ...

The SEC is opening the path for dual‑share‑class ETFs to roll out – but the wealth management industry is in no hurry to follow. Several weeks after granting Dimensional Fund Advisors approval to ...

This article appears courtesy of Global Investor. Here’s an opportunity for European pension funds : they, and other foreign investors, can now delegate responsibility for hedging currency exposure to ...

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 ...

Dimensional has filed an amended version of its application for exemptive relief to offer ETF share classes of its traditional mutual funds. The move comes after Mark Uyeda, acting chairman of the ...