In the competition between active management and passive index funds, chalk another one up for passive. Just 31% of U.S. stock-pickers beat their comparable passive funds for the 12-month period ...

Actively managed funds continued to lag behind their passive counterparts in 2024, with less than half of them outperforming comparable index funds, according to Morningstar’s latest US Active/Passive ...

Actively managed mutual funds and ETFs slightly outperformed their passive fund peers from July 2023 through June 2024, according to Morningstar’s latest semiannual U.S. Active/Passive Barometer. The ...

A year-long analysis of active mutual funds and ETFs reveals that just 33% outperformed their passive counterparts on an asset-weighted basis, down 14 percentage points year-over-year. US equity ...

Elections, executive orders, tariffs, and geopolitical risks made for a roller-coaster ride during the 12 months through June 2025. Conventional wisdom says active managers should better manage those ...

Active investing strategies often come with higher expenses for manager skills, involvement, and specialized analyst teams. Over the past decade, inflows in the United States have tilted toward ...

Over the last decade, the 10 largest stocks in the Russell 1000 Growth Index rose to dizzying heights to dominate the market. Market concentration rewarded passive investors who held market weights in ...