Confusing investors everywhere, one mutual fund may have multiple share class offerings. Multiple versions of a share class are often used to differentiate between the types of fees that the fund ...

SMAs offer individually tailored portfolio management options to address client objectives, including tax management, income ...

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 Securities and Exchange Commission in March said it was prioritizing its review of applications for firms aiming to offer ETF share classes of its traditional mutual funds. Most exchange traded ...

Thrivent Money Market Fund increased its exposure to US Treasury obligations that had cheapened in response to budget ...

Dodge & Cox announced today forward share splits for the Class I and Class X shares of the Dodge & Cox Balanced Fund, ...