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 ...

Dimensional Fund Advisors is becoming the first asset manager to launch an exchange-traded fund share class of a mutual fund since Vanguard Group’s patent on the model expired nearly three years ago.

Learn about the intricacies of share classes, including their definition, types, factors impacting selection, associated fees, and performance measures.

As the government shutdown concludes, it is expected the SEC will promptly issue an exemptive order for Dimensional Fund Advisors LP to offer open-end funds with one class of exchange-traded fund ...

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 ...

On September 29, 2025, the SEC issued a notice of an amended application for an exemptive order to permit the applicant open-end management investment companies registered under the Investment Company ...

Optimism is building that a game-changing fund design that will help asset managers shrink clients’ tax bills and grow their ETF businesses will soon be approved by the US securities regulator. This ...

American Funds College 2042 Fund Class 529-A 17.71 American Funds College 2042 Fund Class 529-F-1 17.95 American Funds College 2042 Fund Class 529-F-2 18.10 Copyright ...

Putnam Sustainable Retirement 2065 Fund Class C 5.72 Putnam Sustainable Retirement 2065 Fund Class R 6.11 Putnam Sustainable Retirement 2065 Fund Class R3 6.28 Putnam Sustainable Retirement 2065 Fund ...

For the quarter, Putnam Small Cap Growth Fund underperformed its benchmark, the Russell 2000 Growth Index. Read more here.