It’s going to be a while before ETF share classes of mutual funds are commonplace, but many asset managers now have ...

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

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 ...

The Securities and Exchange Commission has reached a settlement with Commonwealth Financial Network, leading to the conclusion of a legal battle that started in 2019, when the agency charged the ...

The US Securities and Exchange Commission intends to grant Dimensional Fund Advisors the ability to offer ETFs as share classes of mutual funds, opening the door for widespread use of a tax-saving ...

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 ...

Asset managers are moving to launch ETF share classes of their existing mutual funds following exemptive relief issued by the Securities and Exchange Commission in 2025, but operational hurdles and ...

Shift4 Payments, Inc. (the “Company”) is pleased to announce the completion of a simplification of its corporate structure (the “Simplification Transaction”) that the Company previously announced was ...