Share class type indicates the distribution characteristic or channel that a particular share class is intended for. Morningstar considers five share class types: no load, front load, level load, ...

There are two key features of currency exposure. The first is that, depending on the volatility of the asset class, currency risk can meaningfully impact overall portfolio returns. The second is that ...

This was the year that dual share classes finally got their wings. The biggest development in years for the open-end fund world is the advent of dual share classes, meaning funds can create ETF shares ...

In November 2025, the SEC granted formal approval to Dimensional Fund Advisors LP to offer both ETF and mutual fund share classes within the same fund structure. This move is expected to lead to a ...

The SEC is opening the path for dual‑share‑class ETFs to roll out – but the wealth management industry is in no hurry to follow. Several weeks after granting Dimensional Fund Advisors approval to ...

Nov 17 (Reuters) - The U.S. Securities and Exchange Commission cleared the way for Dimensional Fund Advisors to launch an exchange-traded fund share class on 13 of its existing mutual funds, according ...

"Share classes allow investors to choose the investment strategy that best suits their needs as a first-order consideration, and then select their ideal wrapper to access that strategy," Gerard ...