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Exchange Traded Funds

Exchange Traded Funds. Linda Hunt Director, Central Indiana Chapter Central Regional Manager. September 12, 2018. Key Points about ETFs. Passive funds have lower expenses than actively-managed funds Fees for ETFs are less than for mutual funds Funds provide a way to reduce risk.

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Exchange Traded Funds

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  1. Exchange Traded Funds Linda Hunt Director, Central Indiana Chapter Central Regional Manager September 12, 2018

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  3. Key Points about ETFs • Passive funds have lower expenses than actively-managed funds • Fees for ETFs are less than for mutual funds • Funds provide a way to reduce risk. • ETFs now offer a wide array of risky funds.

  4. Institutions • BlackRock – iShares • Vanguard – VIPERS • State Street – SPDR • Invesco’s Power Shares

  5. Where is the Information? • Morningstar rates both mutual funds and ETFs • ETF Newsletter by Morningstar • Library books • Investing with Exchange Funds Made Easy by Marvin Appel • Exchange Traded Funds: an insider’s guide to buying the market by Wiandt & McClatchy • Exchange Traded Funds for Dummies 9

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  13. INTRODUCTION TO EXCHANGE TRADED FUNDS REMEMBER … • ETFs are useful for balancing a portfolio 17

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