The Latest Innovation in ETFs and Mutual Funds with Marlena Lee

Описание: Dimensional Fund Advisors’ Marlena Lee joins Peter to unpack the SEC’s share class exemptive relief—the change that lets one portfolio be offered as both a mutual fund and an ETF.

Watch now and learn:

► Why one portfolio offered as both an ETF and a mutual fund is a game changer for investors
► How the cash-vs-basket plumbing drives taxes and who ends up with capital gains distributions
► Simple rules of thumb for choosing ETF or mutual fund when fees and tax efficiency are similar
► What to watch as managers add ETF share classes

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

TIMESTAMPS 📚
00:00 Introduction
03:18 Why “share class exemptive relief” matters (and why investors should care)
05:37 How mutual funds and ETFs handle your money—and why that changes your taxes
10:26 Why the SEC’s “exemptive relief” is a big deal: one portfolio, two doors—and better tax control
16:59 ETF vs. Mutual Fund: When Costs and Taxes Converge, Let Trading Style Decide
23:30 Not every fund should add an ETF share class—and why scale and long track records matter
33:34 SMAs vs. funds: when direct ownership adds real value

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