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Here's the net worth you need to join America's 1%, plus a few strategies to build that first-class portfolio

This article adheres to strict editorial standards. Some or all links may be monetized. If you’re a keen investor, having a benchmark for the wealth an individual household needs to accumulate to make ...
Morningstar

ETF Share Classes Are a Go for Dimensional: Here’s What Investors Need to Know

The first actively managed exchange-traded fund share classes are one step closer to becoming a reality. Dimensional submitted its first request for ETF share classes on Thursday, Oct. 9, 2025. The ...
JD Supra

SEC Set to Approve ETF Share Class Exemptive Relief

On September 29, 2025, the SEC issued a notice of an amended application for an exemptive order to permit the applicant open-end management investment companies registered under the Investment Company ...
InvestmentNews

Dual-share class hopes grow higher with filings from Pimco, T. Rowe Price

Optimism is building that a game-changing fund design that will help asset managers shrink clients’ tax bills and grow their ETF businesses will soon be approved by the US securities regulator. This ...
Bloomberg L.P.

Dimensional Filing Signals SEC Progress on ETF-Share Classes

Dimensional Fund Advisors has amended its bid for multi-share class fund structures, a sign that the Securities and Exchange Commission is making progress on the applications. The updated filing ...
Morningstar

F/m Investments Becomes First ETF Issuer to Launch Dual Share Class Fund

Flagship TBIL Treasury strategy now accessible as both ETF and mutual fund within a single portfolio, eliminating the tradeoff between vehicle type and investment quality F/m Investments ("F/m"), an ...
Business Insider

JPMCB SmartRetirement® 2065 Fund CF Class

Putnam Sustainable Retirement 2065 Fund Class C 5.72 Putnam Sustainable Retirement 2065 Fund Class R 6.11 Putnam Sustainable Retirement 2065 Fund Class R3 6.28 Putnam Sustainable Retirement 2065 Fund ...