The SEC is expected to decide soon whether mutual funds from dozens of providers can be offered as ETF share classes.

Learn about capital gains distributions from mutual funds or ETFs, their tax implications, and strategies for reinvesting.

Overlapping mutual funds is a situation where you invest in schemes with similar investment mandates or characteristics, and their underlying portfolios may have an overlap with the other schemes in ...

An ETF share class is by no means a perfect solution. In rare circumstances, mutual fund share classes can realize large capital gains that the ETF cannot effectively purge.

The expected SEC approval of ETF share classes for mutual funds and vice versa poses more technical and tax-related challenges than simply pressing a button to convert massive holdings.

This can loosely be described as investors in one share class subsidizing or supporting another share class, in this case ETFs and mutual funds.