Bombardier Class B shares are favored due to higher trading volumes, superior price returns, and dividend priority compared to Class A shares. Class A shares offer more voting rights but are primarily ...

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 ...

The Securities and Exchange Commission (SEC) is on the verge of allowing major changes to the way exchange-traded funds (ETFs) and traditional mutual funds are structured. Specifically, an SEC ruling ...

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 ...

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 ...

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 cleared the way for Dimensional Fund Advisors to launch an exchange-traded fund ...

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, ...

With the confirmation of Paul Atkins as chair of the Securities and Exchange Commission, momentum is growing for a resolution to the outstanding exchange-traded fund applications from asset managers.

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 ...