The US Securities and Exchange Commission intends to grant Dimensional Fund Advisors the ability to offer ETFs as share classes of mutual funds, opening the door for widespread use of a tax-saving ...

Exchange traded funds continue to emerge as a preferred vehicle for many investors, as they recorded net share issuance of nearly $600 billion in 2023. In contrast, long-term mutual funds experienced ...

In late April, asset manager PGIM filed a request with the SEC for exemptive relief to offer its existing mutual fund shares in the form of ETFs. PGIM joins several other asset managers, including ...

Since Vanguard’s patent on the ETF share class of its mutual funds expired last year, dozens of companies have queued up with the SEC for permission to add their own ETF share classes to existing ...

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TORONTO, Feb. 23, 2026 /CNW/ - The Securities and Investment Management Association (SIMA) today announced investment fund net sales and net assets for January 2026. Mutual fund assets totalled $2.564 ...

WASHINGTON, Nov. 12, 2025 /PRNewswire/ -- Over the past two decades, mutual fund ownership has risen among middle-income households, according to new data from the Investment Company Institute (ICI).

Having trouble finding a Small Cap Blend fund? Well, Hodges Small Cap Fund Institutional Class (HDSIX) would not be a good potential starting point right now. HDSIX has a Zacks Mutual Fund Rank of 5 ...

Both methods have their pros and cons.