Susan Dziubinski: Hi, I m Susan Dziubinski with Morningstar. Which funds are investors selling in 2021? Joining me today to discuss fund flows so far this year is Russ Kinnel. Russ is Morningstar s director of manager research and editor of
Morningstar FundInvestor. Russ Kinnel: Glad to be here.
Dziubinski: Let s talk a little bit about fund flows in general in 2021. What have the trends been? Kinnel: You know, they really have continued a lot of the longer-term trends, moving from active to passive, also open-end to ETF, which is more or less the same thing. ESG funds continue to draw money. Low-cost funds, Vanguard leading the way, also have drawn a lot of money. So, a lot of the broad trends have continued.
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Susan Dziubinski: Hi, I m Susan Dziubinski with Morningstar. Despite the pandemic and the fact that many households are in financial distress, charitable giving was up in 2020. Joining me today to discuss some charitable-giving strategies is Christine Benz. Christine is Morningstar s director of personal finance. Hi, Christine. Thank you for being here today. Christine Benz: Hi, Susan. It s great to be here. Dziubinski: That s really some wonderful news that charitable giving was up in 2020. Why do you think that was? Benz: Well, it s hard to say. But you re right, Susan, a
Journal of Philanthropy report said that charitable giving was up about 11% in 2020 versus 2019. Some of the food-related charities saw very heavy donations. I think people quite reasonably viewed the pandemic as kind of a disaster and provided charitable giving accordingly. We also saw some of the very large donors step up their giving during the period. But I would point out, Susan, that
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