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 class within a single fund structure. Read more ...

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 ...

On 29 September 2025, the US Securities and Exchange Commission (SEC) issued notice 1 of an exemptive application 2 filed by Dimensional Fund Advisors LP, et al. (Dimensional) seeking relief (Relief) ...

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

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).

On September 29, 2025, the SEC issued a notice of an amended application for an exemptive order to permit the applicant open-end management investment companies registered under the Investment Company ...

Currently, capital gains on debt mutual funds are taxed at marginal slab rates (10%-30%+ cess) regardless of the holding ...