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 ...

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 ...

Market-making firms in the $13 trillion exchange-traded fund industry may come under strain amid a potential wave of new ...

What Is a Share Class? The term "share class" represents a category of shares investors can purchase, each having its own set of features such as fee structures, minimum investment requirements, and ...

Since April, the Investment Company Institute has looked into what asset managers may need to launch exchange-traded-fund share classes within existing mutual fund portfolios. The Investment Company ...

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 ...

Brokerage firms could lose up to $30 billion a year in fees if asset managers pursue a dual-class share structure that would add an exchange-traded fund option to existing mutual fund offerings, ...

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, ...

Dimensional Fund Advisors amended its bid for multi-share class fund structures, in a sign that the Securities and Exchange Commission is making progress on the applications after the agency’s acting ...

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 ...

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 ...