Member News 2013

Member News 2013 Splash image

Model Portfolio Combines Mutual Funds, ETFs

AAII members trying to decide whether to invest in mutual funds or exchange-traded funds (ETFs) can now look to the Model Fund Portfolio for guidance. This portfolio has been revised to take advantage of the strengths of both, by combining mutual funds and ETFs.

As AAII Founder and Chairman James Cloonan explained, ETFs offer the advantages of generally lower expenses, the ability to both get updated pricing information and buy and sell shares any time the market is open and the ability to tax-manage them according to individual requirements. What ETFs cannot do, however, is exploit the significant inefficiencies that currently exist.

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