JPMorgan to convert nearly $10 billion in mutual funds to ETFs, but it's not at a 'tipping point'

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JPMorgan to convert nearly $10 billion in mutual funds to ETFs, but it's not at a 'tipping point'
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JPMorgan to convert nearly $10 billion in mutual funds, but it's not at a 'tipping point' yet, firm's head of ETFs says (via ETFEdgeCNBC)

The firm will begin converting four of its mutual funds to ETFs in April, bringing its Inflation Managed Bond Fund, Market Expansion Enhanced Index Fund, Realty Income Fund and International Research Enhanced Equity Fund to the lower-cost, more tax-efficient investment structure.

J.P. Morgan manages $800 billion in its mutual fund franchise and is actively working to increase its offerings of alternative funds and ETFs, Lake said. Conversions are just one of many growth drivers for the ETF industry, researcher Dave Nadig said in the same interview. "We're going to see every major active and passive asset manager in the ETF space," said Nadig, who is director of research and chief investment officer at ETF Trends. "Some of them will convert mutual funds where it makes sense."

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