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Ferri: What's Holding Back Active ETFs

Active ETFs may hold a tax advantage, but lack of 401(k) availability and the need to publish daily holdings have held back their growth versus their open-end brethren.


Christine Benz: Now, you're an ETF specialist, so I want to spend some time talking about ETFs. In particular active ETFs have recently gained interest. PIMCO has filed to run an ETF version of its big Total Return Fund. What's your take on those active ETF strategies and the viability of them?

Rick Ferri: Well, in aggregate, active ETF strategies have not really caught on yet.

Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.