Thu, 23 Oct 2008
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Roundtable Report: Experts dig into the ETF versus index fund debate, active and passive strategies, fixed-income benchmarks, factor investing, and much more.
A recent Morningstar survey found that current closed - end fund investors are using the vehicles for retirement income, but potential investors desire more education.
Hedge fund-replicating ETFs and mutual funds can provide investors with similar return characteristics at a much lower cost, says Index IQ's Adam Patti.
These warning flags merit further investigation from bond - fund investors, says Morningstar senior fund analyst Eric Jacobson.
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