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Investor Economics

Insight May 2013 Monthly

The May 2013 issue of Insight focuses on the crossroads between exchange-traded funds (ETFs) and mutual funds. Increasingly, “mutual funds versus ETFs” describes only part of the competitive picture; the other part is “mutual funds with ETFs”. In the mutual fund arena, the ETF issuers’ strategy of fitting into other providers’ business models is bearing fruit in the form of increased allocations to ETFs by mutual funds and fund wrap portfolios. Meanwhile, the ETF segment itself has embraced traits typically associated with mutual funds—active management, trailer compensation or funds-of-funds structure.


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  • Tags: investment funds, mutual funds

  • Date Posted: May 30, 2013