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 ...
Active management is based on the belief that skilled managers can generate alpha through market insight and tactical ...
With active ETFs exploding in complexity and capturing almost half of all ETF inflows in recent years, the traditional "passive vs. active" debate has evolved into a more nuanced discussion about when ...
Navy Vijay Ramavat, managing director of Indira Group, points to the contrasting performance of an active multi-asset fund and its passive fund-of-funds counterpart during a commo ...
In today’s investment landscape, the debate between active and passive management often misses a critical point: they aren’t mutually exclusive. Incorporating passive funds into actively managed ...
The performance of actively managed mutual funds and ETFs dropped significantly over the past 12 months compared with comparable passive funds, according to a Morningstar report. The Morningstar ...
Both the types of mutual funds offer different approaches to managing the investment portfolio. ​While, Active funds aim to ...
While active mutual funds' decade-long record of outflows has only deepened in recent years, asset managers might do well to position themselves for a tipping point in the ascent of passive investing.
The active versus passive debate has been raging for the past two decades. The biggest issue with active funds is fees. No investor should pay higher fees for sub-par performance. Still, if managers ...
Our Risk-Adjusted SPIVA® Scorecard examines the performance of actively managed funds against their benchmarks on a risk-adjusted basis, using both net-of-fees and gross-of-fees returns. After ...
Active fund managers have been on the defensive for years. As the biannual Morningstar Active/Passive Barometer regularly demonstrates, active funds overall don’t have a strong track record against ...