Reclassification involves changing a mutual fund's share class without a taxable event, offering flexibility in investment ...

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 ...

Every time you invest in a mutual fund, you're making a choice that could cost or save you tens of thousands of dollars—and you might not even know it. That's because mutual funds often come in ...

As the government shutdown concludes, it is expected the SEC will promptly issue an exemptive order for Dimensional Fund Advisors LP to offer open-end funds with one class of exchange-traded fund ...

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 ...

Dimensional Fund Advisors has amended its bid for multi-share class fund structures, a sign that the Securities and Exchange Commission is making progress on the applications. The updated filing ...

Putnam Sustainable Retirement 2065 Fund Class C 5.72 Putnam Sustainable Retirement 2065 Fund Class R 6.11 Putnam Sustainable Retirement 2065 Fund Class R3 6.28 Putnam Sustainable Retirement 2065 Fund ...

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third-quarter 2025 investor ...