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
