As mutual funds mark their 100th anniversary do they still work for investors? Answers from Morningstar’s mutual fund maven, Russ Kinnel.
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Russel Kinnel
- Director of Manager Research, Morningstar Research Services
ACTION POINT
SEE IF YOUR MUTUAL FUNDS OFFER AN ETF VERSION
- Many mutual funds offer an ETF equivalent
- Converting to the ETF equivalent is usually tax-free
- Fees on ETFs are generally lower
- Capital gains distributions from ETFs are much less frequent
- ETFs don’t have shareholder redemptions, so in challenging markets they aren’t forced to sell securities
- ETFs trade like stocks, offering flexibility
BOOKSHELF
ONE INVESTMENT
KINNEL: QUALITY SMALL VALUE
Janus Henderson Small Cap Value (JDSAX)
- Quality companies with competitive advantages at low prices
- Comfortable, defensive strategy
STOCK, BOND, FUND MENTIONS
- Dodge & Cox International Stock (DODFX)
- Dodge & Cox Global Stock (DODWX)
- T. Rowe Price Capital Appreciation Equity ETF (TCAF)
- Vanguard High Dividend Yield ETF (VYM)
FROM THE WEALTHTRACK ARCHIVES
Russel Kinnel’s previous appearances on WEALTHTRACK
WEB EXTRA
DIFFERENT PERCEPTIONS
Russ Kinnel decided to take us to another realm for his summer reading recommendation. His choice introduces us to how different perceptions can be.
