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Exchange Traded Funds

Learn about Exchange Traded Funds (ETFs) from expert Linda Hunt, covering benefits, risks, and key points to enhance your investment strategy. Discover how passive ETFs can reduce expenses and risk in your portfolio compared to actively-managed funds. Explore top institutions like BlackRock, Vanguard, and State Street offering ETFs, with resources to guide your investment decisions.

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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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