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, ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician ...

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 ...

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 Vanguard’s patent on the ETF share class of its mutual funds expired last year, dozens of companies have queued up with the SEC for permission to add their own ETF share classes to existing ...

In a move anticipated for two years, the Securities and Exchange Commission signaled earlier this week that it would grant exemptive relief to Dimensional Fund Advisors’ application to offer dual ...

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 ...

The Securities and Exchange Commission in March said it was prioritizing its review of applications for firms aiming to offer ETF share classes of its traditional mutual funds. Most exchange traded ...

By Suzanne McGee (Reuters) -The U.S. Securities and Exchange Commission cleared the way for Dimensional Fund Advisors to ...

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 ...

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 ...

This article appears courtesy of Global Investor. Here’s an opportunity for European pension funds : they, and other foreign investors, can now delegate responsibility for hedging currency exposure to ...