At the end of November 2025, the SEC formally approved the first applications for mutual fund complexes to offer an ETF share ...
Learn about mutual funds. Discover how they work, including NAV, types (index, bond, target-date), pros and cons, and how to choose the best option for your goals.
Dozens of companies recently got approval from the SEC to add ETF share classes of mutual funds and vice versa, something they’ve waited years for.
You have to be careful in the supermarket cookie aisle. If you’re in a hurry and thoughtlessly grab a package of Oreos, you might get a rude surprise at home when you bite into an unexpected flavor ...
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 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 ...
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 ...
Even when the financial goal is due in a long time, one should refrain from risking too much of money to equity alone.
Mutual fund investors are planning their equity strategy for 2026. Experts recommend flexi-cap and large & mid-cap funds for stability and growth. New investors should start with flexi-cap and ...
The Fund underperformed its value benchmark this quarter despite gains in financials and luxury goods. Read the full report ...