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

Selling mutual funds? Choose the right cost basis method to manage taxes efficiently and maximize your gains. Explore ...

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 ...

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 ...

The first actively managed exchange-traded fund share classes are one step closer to becoming a reality. Dimensional submitted its first request for ETF share classes on Thursday, Oct. 9, 2025. The ...

Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to ...

A mutual fund is an investment that allows individuals to pool their money along with other investors and invest in a collection of securities such as stocks and bonds. Most mutual funds invest in ...