As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

Institutional Class shares of Columbia Adaptive Risk Allocation Fund returned 2.21% during the quarter ended December 31, ...

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 ...

As the government shutdown concludes, it is expected the SEC will promptly issue an exemptive order for Dimensional Fund Advisors LP to offer open-end funds with one class of exchange-traded fund ...

Optimism is building that a game-changing fund design that will help asset managers shrink clients’ tax bills and grow their ETF businesses will soon be approved by the US securities regulator. This ...

In a move anticipated for two years, the Securities and Exchange Commission signaled earlier this week that it would grant exemptive relief to Dimensional Fund Advisors’ application to offer dual ...

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) ...

(Bloomberg) -- Dimensional Fund Advisors amended its bid for multi-share class fund structures, in a sign that the Securities and Exchange Commission is making progress on the applications after the ...

Franklin Small Cap Value Fund (Advisor Class without sales charges) underperformed its benchmark, the Russell 2000 Value ...

Putnam Sustainable Retirement 2065 Fund Class C 5.72 Putnam Sustainable Retirement 2065 Fund Class R 6.11 Putnam Sustainable Retirement 2065 Fund Class R3 6.28 Putnam Sustainable Retirement 2065 Fund ...

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the ...