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The Life (and Death?) of Mutual Funds (Ep 16)

In our sixteenth episode we discuss whether Mutual Funds are dying a slow death:

  • Our perspective as a money manager using Mutual Funds for over 30 years
  • Why they were created and what lead to their rise
  • How ETFs have disrupted the industry, and their Pros & Cons
  • Is the end near for Mutual Funds or will their place evolve?

We hope you enjoy and follow us on this journey!

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SHOW NOTES:

YCharts
ICI Fact Book

Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.