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Part: 5 Building Wealth: Choosing the Ri... > When to Choose an Alternative to Mut...

Chapter 31. When to Choose an Alternative to Mutual Funds

As we have seen, investors now have new alternatives to mutual funds that they did not have before. ETFs, folio investing, and separately managed accounts have all become viable options. Although these alternatives are still small in terms of assets under management, you as an investor can take advantage of any of them now, or all three together if you wish. You can invest in a combination of mutual funds and any or all of these alternatives, or possibly forsake funds altogether. The question is, should you?

Let's say it again for emphasis: Mutual funds have been around for a long time, they have a clear track record, and many investors both understand, and are comfortable with, the mechanics of buying, owning, and selling mutual fund shares. There are no new terms to learn or different procedures to grapple with, and unlike the three new alternatives, there is a long track record that can be observed.


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