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

 

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

The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You

The Best Opportunities for Fund Investors Today

 

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