Precious metals and foreign stock funds realized the highest returns last year; plus, mutual funds moved closer to launching ETF share classes.

The expected SEC approval of ETF share classes for mutual funds and vice versa poses more technical and tax-related challenges than simply pressing a button to convert massive holdings. Processing ...

Many investment managers are hoping that if they offer exchange-traded fund (ETF) share classes of their mutual funds, investors will come.

The US Securities and Exchange Commission is approaching a decision that could reshape the landscape for mutual fund and ETF providers, as well as the advisors who use them. Asset managers including ...

CI Global Asset Management ("CI GAM") today launched the CI Asset Allocation+ ETF Funds (the "Funds"), a suite of low-cost, diversified portfolios with the "plus" of an allocation to non-traditional ...

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 ...

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 ...

The Securities and Exchange Commission is close to allowing dozens of asset managers to blur the lines between exchange traded funds and mutual funds, in a move that would give investors more choice ...

MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 1924. The industry’s heyday came in the 1980s and ’90s, when stocks soared and ...

The investment seeks to maximize total return over the long term. The fund allocates its assets among three main asset classes: the stock class (equity securities of all types, including funds that ...

NEW CASTLE, DE, UNITED STATES, November 12, 2025 /EINPresswire.com/ -- According to a new report published by Allied Market Research, titled, “Mutual Fund Assets ...