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   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   Follow Morningstar on social:  Facebook https://www.facebook.com/MorningstarInc/  X https://x.com/MorningstarInc  Instagram https://www.instagram.com/morningstarinc/?hl=en  LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.