Skip to Main Content
HBS Home
  • About
  • Academic Programs
  • Alumni
  • Faculty & Research
  • Baker Library
  • Giving
  • Harvard Business Review
  • Initiatives
  • News
  • Recruit
  • Map / Directions
Faculty & Research
  • Faculty
  • Research
  • Featured Topics
  • Academic Units
  • …→
  • Harvard Business School→
  • Faculty & Research→
Publications
Publications
  • January 2025
  • Technical Note
  • HBS Case Collection

Technical Note on Mutual Funds and Exchange Traded Funds (ETFs)

By: Marco Sammon, Luis M. Viceira and Jonathan Kanagasabai
  • Format:Print
  • | Language:English
  • | Pages:7
ShareBar

Citation

Sammon, Marco, Luis M. Viceira, and Jonathan Kanagasabai. "Technical Note on Mutual Funds and Exchange Traded Funds (ETFs)." Harvard Business School Technical Note 225-057, January 2025.
  • Educators
  • Purchase

About The Authors

Marco Sammon

Finance
→More Publications

Luis M. Viceira

Finance
→More Publications

More from the Authors

    • Faculty Research

    Index Rebalancing and Stock Market Composition: Do Indexes Time the Market?

    By: Marco Sammon and John J. Shim
    • May 2025
    • Faculty Research

    RTX's Lifetime Income Strategy: Shaping the Future of Retirement

    By: Daniel Green, Luis M. Viceira and Sarah Mehta
    • May 2025 (Revised June 2025)
    • Faculty Research

    First Citizens’ Acquisition of SVB

    By: Samuel Antill, Marco Sammon and Erik Stafford
More from the Authors
  • Index Rebalancing and Stock Market Composition: Do Indexes Time the Market? By: Marco Sammon and John J. Shim
  • RTX's Lifetime Income Strategy: Shaping the Future of Retirement By: Daniel Green, Luis M. Viceira and Sarah Mehta
  • First Citizens’ Acquisition of SVB By: Samuel Antill, Marco Sammon and Erik Stafford
ǁ
Campus Map
Harvard Business School
Soldiers Field
Boston, MA 02163
→Map & Directions
→More Contact Information
  • Make a Gift
  • Site Map
  • Jobs
  • Harvard University
  • Trademarks
  • Policies
  • Accessibility
  • Digital Accessibility
Copyright © President & Fellows of Harvard College.