Active Versus Passive Fund Flows How We Created the Active Versus Passive Barometer When Do Passive Strategies Outperform Active Strategies? When Does Active Management Outperform Passive Management?

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 ...

For the past five decades a radical idea has been eating away at the soul of the global asset management industry: What if you can’t beat the market? At least, not consistently. Then all the time, ...

Chances are, if you put a group of Bogleheads in a room with a bunch of fund managers, it’s likely nobody will completely agree on the best investing approach. If you casually toss the active vs.

A strong year for stocks left little room for active managers to carve out an edge in 2024, while active bond managers benefited from taking on credit risk. Of the 3,200 active funds included in our ...

When planning your financial future, you can use active investing and passive investing based on your specific financial goals, risk tolerance, and the level of engagement you want. When planning your ...

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 ...

When looking at diversified investing through mutual funds or ETFs, investors can assess active management or passive strategies, and compare them to determine which is right for them.

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 ...

When you're thinking about active vs. passive investing, it's important to realize that there are benefits to each. Active investing requires someone to actively manage a fund or account, while ...