US SEC readies relief for asset managers to add ETFs to mutual funds

The U.S. Securities and Exchange Commission paved the way on Monday for an asset manager to add exchange-traded share classes ...
Kiplinger

Understanding Mutual Fund Share Classes

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 ...
Forbes

What Is A Mutual Fund Share Class Exchange?

Confusing investors everywhere, one mutual fund may have multiple share class offerings. Multiple versions of a share class are often used to differentiate between the types of fees that the fund ...
Morningstar

Fund Providers Flock to Vanguard’s ETF Share Class

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 ...
Financial Planning

Easier said than done: Dual ETF, mutual fund share classes

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. Dozens of ...
Kiplinger

Mutual Funds Are About to Get the ETF Treatment. Here's What It Means for Investors

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 ...