It’s spring in the northern hemisphere, which means the birds are singing, the bees are buzzing and the first ETF share class ...

State Street Corporation (NYSE: STT) today announced that State Street has been appointed as service provider for Dimensional ...

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, ...

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 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 ...

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 ...

Since April, the Investment Company Institute has looked into what asset managers may need to launch exchange-traded-fund share classes within existing mutual fund portfolios. The Investment Company ...

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 ...

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 ...

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 ...