ETFs do in-kind transactions. An in-kind transaction frequently avoids being a taxable event because securities are swapped for other assets of equal value. Mutual funds, conversely, sell the assets ...

The U.S. Securities and Exchange Commission has allowed Dimensional Fund Advisors to launch an exchange-traded fund (ETF) ...

Big Shake Up The landmark regulatory shift is set to have wide-ranging effects on Wall Street, if fund firms add exchange-traded fund shares to mutual funds en masse. Some experts caution that the ...

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 agency granted Dimensional Fund Advisors permission to launch ETF versions of some of its traditional mutual funds.

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 ...

Learn how to add mutual funds to your portfolio, explore some reasons you may wish to do so, and get some insight into specific funds.

The US Securities and Exchange Commission is getting closer to making a decision about whether asset managers can offer ETFs as share classes of mutual funds, according to Kaitlin Bottock, assistant ...

SAN FRANCISCO, Sept. 15, 2025 /PRNewswire/ -- Dodge & Cox announced today forward share splits for the Class I and Class X shares of the Dodge & Cox Balanced Fund, International Stock Fund, and Stock ...

The US Securities and Exchange Commission intends to grant Dimensional Fund Advisors the ability to offer ETFs as share ...