Fidelity's popular Magellan mutual fund moves to an ETF format. What two market analysts make of the change

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Fidelity's move into the world of active nontransparent exchange-traded funds, which disclose their holdings quarterly instead of daily, 'probably shouldn’t excite people,' says Main Management's Kim Arthur.

Fidelity filed last week to launch ETF versions of some of its mutual funds including the legendary. Once run by famed investor Peter Lynch, the Fidelity Magellan Fund was the best-performing mutual fund in the world from 1977 to 1990, raking in staggering 29% annualized returns.

Now, the fund will enter the ETF sphere in an actively managed, nontransparent format. Unlike standard ETFs, so-called ANTs disclose their holdings quarterly instead of daily in an effort to prevent managers from getting front-run on their strategies. While the ETF structure largely offers investors lower costs and higher tax efficiency than the mutual fund format, there's not much else to be excited about in this transition, Arthur said.

"But to just go ahead and change the wrapper and still have the same underlying kind of benchmark growth less your costs doesn't really excite people and probably shouldn't excite people."

 

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