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cover of episode Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund

2025/1/17
logo of podcast Investing Insights

Investing Insights

Shownotes Transcript

Russ Kinnel, director of ratings for Morningstar Research Services, compares open-end funds and actively managed ETFs from Fidelity, T. Rowe Price, and Capital Group. Matthew Dolgin, senior equity analyst for Morningstar Research Services, discusses what he thinks of Netflix’s stock and where the streamer could profit next. 

Open-End Funds vs. Active ETFs

Advantages of Active ETFs

Appeal for Day Traders

Disadvantage of Active ETFs

Which Investors Should Consider Swapping Mutual Funds for ETF Counterparts

Comparing Open-End Funds and Active ETFs on Key Factors

How T. Rowe Price Funds Compare to ETFs

Fidelity Funds vs ETFs Performance

Capital Group’s Different Approach to Their Funds vs ETFs

Decision Expected From SEC on ETF Share Class Requests  

What’s New in the Markets  

Netflix's Message to Competitors

Too Early to Judge Live Sports Push

How Can Netflix Increase Profits?  

What to Watch for From Netflix’s Earnings Report 

Morningstar’s Outlook on Netflix Stock

 

**Read about topics from this episode.  **

How to Find the Right Active ETF for Your Portfolio)

Will Active ETFs Outnumber Passive ETFs?)

3 Great Active ETFs for Stock Investors)

Are Active ETFs Truly More Tax-Efficient?)

Morningstar’s Guide to Active ETFs)

After Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued?)

3 Cheap Stocks to Watch in the Fight Over Sports Streaming)

 

What to watch from Morningstar.

It's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?)

Where Investors Can Find the Highest Bond Yields in 2025)

How the Fed's Surprise Outlook Adds to Market Uncertainty for 2025)

How to Diversify Your Portfolio to Handle a Market Correction)

 

Read what our team is writing:

Ivanna Hampton)

Russ Kinnel)

Matthew Dolgin)

 

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