Research Library
Morningstar's Active/Passive Barometer
By Ben Johnson, CFA, Alex Bryan | 18 April 2016
While active managers’ success rates generally improved in 2015, the long-run patterns we see in the data are largely similar to those we highlighted in the first and second installments of this study, which were published in June 2015 and December 2015. Specifically, we found that most actively managed funds failed to survive and outperform their passive peers, especially over the trailing 10-year period. The average dollar in passively managed funds typically outperformed the average dollar invested in actively managed funds.
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