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

Let's review a list of mutual fund classes and discuss what each class means. Class A shares: Class A shares typically involve a front-end sales charge, also known as a "load," which is deducted ...

Likewise, some mutual fund share types include additional fees to purchase shares, which are either taken out upon purchase or over multiple years. When it comes to index fund fees, there are many ...

Choosing the right fund for your financial goals can be a daunting task. Use these tips to help find a great match.

The ETF share class concept is enticing for asset managers, as it lets them efficiently add an ETF option for existing mutual fund strategies that have track records and, often, considerable asset ...

Vanguard debuted a novel fund structure in 2001 that added an ETF share class to its existing index mutual funds. With this structure, the ETF’s ability to purge potential capital gains extends ...

Investors in the mutual fund share classes inherit a much bigger advantage. The ETF share class can purge stocks and bonds with built up capital gains through its in-kind redemption mechanism.

There are various types of mutual funds and the SEC requires that at least 80% of a fund's assets be of the type the fund advertised. The remaining 20% can be of any type.

The main reason mutual fund companies create share classes is to pay the assorted middlemen that sell their funds, such as financial advisers, insurance companies, brokerage platforms and 401 (k ...