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

Image of Bryan Armour

Bryan Armour

Morningstar

Director, ETF & Passive Strategies Research

Image of Zachary Evens

Zachary Evens

Morningstar

Analyst

Image of Daniel Sotiroff

Daniel Sotiroff

Morningstar

Associate Director, Passive Strategies Research