Webinar Wednesdays: Mutual Funds & ETFs Wrap-Up

by AAII Staff | February 04, 2021

If you missed our Webinar Wednesday on February 3, you can watch it here.

What are the differences between mutual funds and exchange-traded funds (ETFs)? This episode of The Individual Investor Show discusses current trends in funds by previewing AAII’s annual mutual fund and ETF guides and giving tips on how to pick a fund. Then Rochelle “Shelly” Antoniewicz, senior director of industry and financial analysis at the Investment Company Institute, explains the similarities and differences between mutual funds and ETFs. Plus, we talk about how the Quality Grade in our A+ Stock Grades Screener can help you separate stocks of better quality from the chaff. Questions and comments submitted during this show will be reviewed and may appear in an upcoming episode of The Individual Investor Show. 

Post-Webinar Notes

Fund and ETF Trends Segment

February AAII Journal
The Individual Investor’s Guide to the Top Mutual Funds 2021
The Individual Investor’s Guide to the Top ETFs 2021
Expanded Fund Guide Online
Expanded ETF Guide Online
Fund Compare Tool
ETF Compare Tool
Screening Section of AAII.com
Investing Ideas Section of AAII.com

Funds Versus ETFs Segment

Which Funds Fit Your Needs? Here’s How to Decide
An Inside Look at Exchange-Traded Funds by Shelly Antoniewicz 
Comparing Funds That Track the Same Index
Understanding Mutual Fund Fees and Expenses

AAII Quality Grade for Stocks Segment

AAII’s Quality Grade Undergoes Expansion: Looking Behind the Curtain
Quality Matters: Knowing What NOT to Own
A+ Stock Grades: Top-Graded Stocks—accessible to all AAII members 
My Stock Grades—accessible to all AAII members who use My Portfolio 
A+ Stock Grades Screener—restricted to A+ Investor subscribers 

Q&A Segment

Shorting: A Strategy for Profiting From Price Declines
Margin Accounts: A Double-Edged Sword
Protecting Against a Price Drop: Puts Versus Stop Orders
How Your Buy and Sell Orders Get Filled
AAII Stock Screens
AAII Model Portfolios

Other Resources

Investment Company Institute


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