Share class type indicates the distribution characteristic or channel for which a particular share class is intended. Morningstar considers five share class types: no load, front load, level load, ...

The SEC's green light for dozens of investment firms to offer ETF share classes of traditional mutual funds has opened new avenues for active vehicles built in the tax-efficient structure. Processing ...

Welcome to another insightful episode of Zephyr's Adjusted for Risk Podcast, hosted by Ryan Nauman from Lake Tahoe. In this episode, Ryan welcomes Kip Meadows, founder and CEO of Nottingham, to delve ...

Muni funds may not be as far away as some think, but will begin slowly, said Pat Luby, head of municipal strategy at CreditSights. Of the 80-plus applications filed for exemption relief to offer ETF ...

Asset managers are moving to launch ETF share classes of their existing mutual funds following exemptive relief issued by the Securities and Exchange Commission in 2025, but operational hurdles and ...

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 ...

CHICAGO, Oct. 7, 2025 /PRNewswire/ -- JLL Income Property Trust, an institutionally managed, daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with approximately $6.5 billion in portfolio equity ...

ETF share classes are on track to become one of the most significant developments in the fund industry, and advisors will be navigating their implications from day one. The SEC's approval allowing ...

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 ...

Wealth management in 2026 is being shaped by expanded retirement contribution limits, the industry-wide debut of ETF share classes for mutual funds, and evolving portfolio strategies. New IRS rules ...

The Securities and Exchange Commission has reached a settlement with Commonwealth Financial Network, leading to the conclusion of a legal battle that started in 2019, when the agency charged the ...