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MORNINGSTAR’S JOHN REKENTHALER EXPLAINS WHY ETFS WILL SURPASS MUTUAL FUNDS AS THE INDUSTRY STANDARD

Part 2 of 2
John Rekenthaler has been tracking mutual funds at Morningstar since 1988. He correctly predicted early on that index funds would surpass actively managed funds. Now he sees a similar trend for ETFs as they attract record amounts of cash and mutual funds suffer outflows.

WEALTHTRACK Episode #1737; Originally Broadcast on March 12, 2021

Listen to the audio only version here:

JOHN REKENTHALER

  • Vice President of Research,
  • Morningstar


ONE INVESTMENT

REKENTHALER: LARGEST FUND POSITION

Buy: Vanguard Total Stock Market ETF (VTI)
VTI Chart

VTI data by YCharts


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For the final week of Public Television’s winter fundraising season, we are revisiting an interview with award-winning financial planner Mark Cortazzo about preparing for “black swan” events, especially in the vulnerable years nearing or in retirement. Watch the episode again here.

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