Adding an exchange-traded share class extends its tax efficiency to mutual fund share classes and potentially solves part of the problem.

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 ...

A mutual fund is an investment that allows individuals to pool their money along with other investors and invest in a ...

The ETF share class concept is enticing for asset managers, as it lets them efficiently add an ETF option for existing mutual fund strategies that have track records and, often, considerable asset ...

The model that all those mutual fund companies are pursuing was created a few decades ago by The Vanguard Group, which has ETF share classes on most of its index mutual funds thanks to a patent ...

Some no-minimum mutual funds mirror a benchmark, while others are actively managed. In addition to minimum investment ...

Brokerage firms could lose up to $30 billion a year in fees if asset managers pursue a dual-class share structure that would add an exchange-traded fund option to existing mutual fund offerings ...

Jio BlackRock Mutual Fund will use BlackRock’s proprietary ALADDIN technology platform for its product launches. It is an ...

The firm is seeking SEC approval for a mutual fund share class for one of its ETFs, which is the opposite direction of most of the filings aiming for an ETF version of mutual fund vehicles. Based on ...