Senior Director of ETF and Mutual Fund Research, CFRA
Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm's holdings-based research efforts within the Equity Research and Fund group.
Thematic ETFs are a good way for investors to round out their asset allocations, but there are some quirks to these funds that require advisors to take a closer look.
Despite a wide array of actively managed and smart beta choices, the funds that shined in the first eight months of 2018 are tracking the boring S&P 500 Index.
Investors who shifted to index-based ETFs and mutual funds have generally been rewarded in the first half of 2018, as most actively managed funds failed to keep up with the cheaper alternatives despite the belief we...