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

At the end of November 2025, the SEC formally approved the first applications for mutual fund complexes to offer an ETF share ...

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 ...

Almost three dozen fund providers have requested approval from the SEC to use Vanguard’s previously patented ETF-as-a-share class fund structure. The unique hybrid structure essentially bolts an ETF ...

Learn how blend funds differ from balanced funds regarding asset mix and investment strategy. Gain insights into choosing the ...

Small Cap Blend fund seekers should not consider taking a look at Hodges Small Cap Fund Institutional Class (HDSIX) at this time. HDSIX carries a Zacks Mutual Fund Rank of 5 (Strong Sell), which is ...

Overview: Mid-cap funds invest in medium-sized companies, balancing growth potential with manageable risk.Historically, ...

This year marks a significant milestone in financial circles: the 100 th anniversary of the mutual fund. These versatile investments have made it much easier and economical for Americans, especially ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...