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Happy Together: ETFs and Mutual Funds

Panellists at the Morningstar Conference in Chicago discuss when to use ETFs instead of active funds and when to use them alongside each other

Patricia Oey 22 June, 2011 | 0:00
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This blog entry is part of our coverage of the 23rd Morningstar Conference in Chicago, which took place earlier this month.

Many investors ask themselves: Should I use mutual funds or exchange-traded funds? The unanimous response of the three speakers on this panel is "it depends."

The speakers at this discussion included Sue Thompson from BlackRock, Hal Ratner from Morningstar, David Stein from Fund Evaluation Group, and moderator Scott Burns, from Morningstar.

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About Author

Patricia Oey  Patricia Oey is an ETF analyst at Morningstar.

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