Dual share classes

ETF Upside

Dual Share Classes Are 2025’s Single Biggest ETF Development

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Dozens of companies recently got approval from the SEC to add ETF share classes of mutual funds and vice versa, something they’ve waited years for.

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ETF Upside

SEC to Open Floodgates for Dual Share Classes

The agency granted approval to dozens of providers last week but reserved the right to bring future hearings.

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ETF Upside

F/m Investments Preps First Mutual Fund Shares of ETFs

The ETF issuer is among the first in line for dual share classes, and it plans to use mutual-fund shares to access 401(k) plans.

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ETF Upside

What Dimensional’s Dual-Share-Class Approval Means for Advisors

This week’s SEC decision may be one of the most significant since the ETF Rule in 2019.

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ETF Upside

Dual Share Classes Are Here, But There’s an ‘Apollo 13’ Problem

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Trading fractional shares for whole shares will require some communication and help, according to one firm that offers shareholder services.

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ETF Upside

Asset Managers Aren’t Playing the Dual Share Class Waiting Game

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One firm is converting a $12 billion mutual fund to an ETF, and it isn’t alone in doing so before the SEC approves dual share classes.

2 min read

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