If you’re considering investing in a mutual fund or ETF, you might have heard the terms “open-end” and “closed-end” — and immediately scratched your head in confusion. Indeed, these are two distinct ...
The modern mutual fund industry turns 100 this year, and the fund that started it all is still in business. Back in 1924, the Massachusetts Investors Trust was a radical idea. It was an open-end fund ...
The U.S. government shutdown delayed the official approval, but now Dimensional can manage both exchange-traded fund classes ...
Q: A financial adviser has recommended that I invest in an institutional class of mutual funds, which requires a substantial initial investment. Should I invest in such a fund? A: The major advantage ...
As the first mutual fund nears its 85th birthday, plenty of critics and observers wonder if the traditional fund is worthy of the milestone or if it's being fitted for a tombstone. For clues, they ...
More than half of financial advisors now say they prefer ETFs over mutual funds if the same strategies are available from their favorite asset managers. Chalk it up to exchange-traded funds’ lower ...
Quick Take: Following the notice of intent to grant relief in September, and having received no request for a public hearing into the application, the SEC issued an Exemptive Order for Dimensional ...
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