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.

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?

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