Dynamic Rebrands ETF-Based Mutual Fund Portfolios and Cuts Fees

Dynamic is renaming its four Dynamic Active ETF Portfolios as Dynamic All-in-One ETF Portfolios, effective October 30, 2026, while expanding their investment approach beyond traditional stocks and bonds. The Income, Conservative, Balanced and Growth portfolios will combine active ETFs, systematic strategies and alternative investments under Dynamic’s Multi-Asset Management Team, which oversaw more than $150 billion as of June 2026. From around November 1, management fees for Series A and T will fall by 5 to 15 basis points to 1.20%–1.50%, while Series F fees will decline to 0.45%–0.50%. Fixed administration fees will also decrease from 0.07% to 0.05%. The changes affect existing mutual fund portfolios that invest in ETFs, rather than new ETF launches, reflecting growing demand for diversified, lower-cost, all-in-one investment solutions.