A NEW WAVE OF ETFs IS ON THE WAY.

  • Published In: Kiplinger Personal Finance, 2025, v. 79, n. 12. P. 32 1 of 3

  • Database: Academic Search Ultimate 2 of 3

  • Authored By: HUANG, NELLIE S. 3 of 3

Abstract

The article discusses an impending decision by the Securities and Exchange Commission (SEC) that could expand exchange-traded fund (ETF) options for investors by allowing Dimensional Fund Advisors (DFA) to add an ETF share class to its existing mutual funds. This move is seen as a significant development for the fund industry, potentially paving the way for similar requests from other firms like BlackRock and Fidelity. The new ETF share classes will likely be linked to actively managed strategies, providing investors with more flexible investment options while maintaining the relevance of mutual funds in certain contexts. Additionally, the structure of ETFs offers tax benefits, such as the ability to transfer assets without triggering capital gains tax. [Extracted from the article]

Additional Information

  • Source:Kiplinger Personal Finance. 2025/12, Vol. 79, Issue 12, p32
  • Document Type:Article
  • Subject Area:Politics and Government
  • Publication Date:2025
  • ISSN:1528-9729
  • Accession Number:189098173
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