June 18, 2026 | 2:45 PM - 3:35 PM
The ETF Takeover: Navigating the Shift From Mutual Funds
Mutual funds are increasingly migrating toward ETFs through conversions, share classes, and new stand-alone structures. Explore the distinct advantages and disadvantages of each approach while uncovering the critical implications for advisors and investors during this transition.
- Investing Trends
- Breakout
- Indexes
- CE Credit
Speakers

Bryan Armour
Morningstar
Director, ETF & Passive Strategies Research

Zachary Evens
Morningstar
Analyst

Daniel Sotiroff
Morningstar
Associate Director, Passive Strategies Research