Are Mutual Funds Becoming Obsolete?

Bryan Armour, Morningstar’s director of ETF and passive strategies research for North America, and Dan Sotiroff, Morningstar’s associate director of US passive strategies research, explain why ETFs and collective investment trusts or CITs are challenging mutual funds.

How Active ETFs Are Reshaping Fund Fees (morningstar.com/funds/how-active-etfs-are-resh…)

On this episode:

00:00:00 Welcome

00:01:30 How ETFs and mutual funds are alike and different

00:03:34 What investors prefer now

00:06:10 Cases when owning a mutual fund instead of an ETF could be beneficial

00:09:58 Are ETFs still synonymous with passive investing?

00:12:33 Notable names behind the active ETF launches

00:14:58 Are mutual funds an endangered species?

Watch more from Morningstar:

Brace Your Portfolio for Mega-IPOs (podcasts.apple.com/us/podcast/brace-your-portf…)

The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You (podcasts.apple.com/us/podcast/the-portfolio-th…)

The Best Opportunities for Fund Investors Today (podcasts.apple.com/us/podcast/the-best-opportu…)

Follow Morningstar on social: 

Facebook facebook.com/MorningstarInc 

X x.com/MorningstarInc 

Instagram instagram.com/morningstarinc/?hl=en 

LinkedIn linkedin.com/company/morningstar/posts/?feedVi… 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.