Mutual Funds ETF Overview

Mutual funds are professionally managed pools of money. The term is commonly applied to regulated open-end funds sold to the general public. In the United States, mutual funds are regulated by the Investment Company Act of 1940. Mutual funds may be open-end funds, closed-end funds or unit investment trusts. The price of a mutual fund is set at the end of each trading day, based on the underlying securities of the fund (as opposed to ETFs, which trade throughout the day). Mutual fund expenses include commissions, redemption fees and operational fees.

ETF Strategist Corner

Active & Passive Can Coexist

A review of active and passive strategies in ETFs and mutual funds and how their performance compares. 

Podcasts

ETF Prime Podcast: Europe Report & 1st Mutual Fund Conversion

Plus, highlighting one of the top five ETF launches so far this year.

Daily ETF Watch

ETF Odds & Ends: First Mutual Fund Conversion

Plus, iShares lowered expense ratios on two of its ETFs. 

Podcasts

ETF Prime Podcast: 2020's Record Inflows

Plus: gold, bitcoin and the record pace for ETF inflows.

Podcasts

ETF Prime Podcast: DFA’s ETF Entrance

Plus, the benefits of low volatility investing, and getting a SPAC 101.

ETF Report

2020’s Bright Spot: ETFs

2020 was a chaotic year, but ETFs have come out ahead.

Podcasts

Best Of ETF Prime Podcast: Summer 2020

Revisiting some of Nate Geraci’s favorite ETF conversations over the past few months.

ETF Report

The Slings & Arrows Facing Advisors

Challenges, threats and succession are all in a day’s work, on top of the profound pandemic changes.

ETF Report

Advisors & ETFs: A Perfect Match?

ETFs are just one tool among many that advisors use.