Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors ...

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 ...

Reclassification involves changing a mutual fund's share class without a taxable event, offering flexibility in investment ...

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 ...

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 ...

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 ...

On 29 September 2025, the US Securities and Exchange Commission (SEC) issued notice 1 of an exemptive application 2 filed by Dimensional Fund Advisors LP, et al. (Dimensional) seeking relief (Relief) ...

The Securities and Exchange Commission is close to allowing dozens of asset managers to blur the lines between exchange traded funds and mutual funds, in a move that would give investors more choice ...

Discover the downsides of mutual funds, including high expenses, hidden fees, and reduced investment control. Make informed ...

The next highest-rated ETF in this group is DYNF, iShares U.S. Equity Factor Rotation Active ETF. It is rated 4 (Buy). It has one 5-rated stock, Broadcom (AVGO), in its top ten holdings list. It is ...