Skip to content

Plan Today. Protect Tomorrow. Attend an Educational Estate-Planning Seminar.

All of our locations will be closed Monday, Feb. 16, in honor of Presidents Day and George Washington's Birthday.

Production of the U.S. penny has officially ended. Learn what this means for you.

Get Started 863-222-7005

Contents

Today’s Chart of the Day comes from Morningstar Direct and shows the openings and closings of mutual funds vs. exchange traded funds (ETFs) since 2012.

In a nutshell, in 2012 there were 557 mutual funds opened and five closed. In 2022, there was a declining trend with only 180 mutual funds opened and 181 closed. When looking at ETFs in 2022, there was a whopping 406 opened.

Quite simply, investors are seeing the superiority that ETFs provide for greater tax efficiency, liquidity, transparency and lower costs.