Active fund managers faced mixed results in 2025, with mid and small-cap funds outperforming large-cap benchmarks.
Among actively managed funds in 2025, there were shifts in which investment categories outperformed, or fell short of, their index-based counterparts, according to a new Morningstar report. Over 10 ...
Under pressure from outflows, active managers are in a race to launch exchange-traded fund versions of strategies many already offer as traditional mutual funds. To give a sense of that, here’s a time ...
SPIVA data shows that 96.3% of large-cap growth funds underperformed over the past 15 years. For investors seeking growth ...
J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. David ...
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 ...
The WSJ's analysis of S&P 500 ownership shows that passive mutual fund and ETFs’ share has been growing steadily since 2005, while that of active mutual funds and ETFs has remained relatively flat.
Morningstar’s Guide to Active Fixed-Income Investing lays out the case for active bond funds. In short, the complexity and inefficiencies of the bond market spell opportunity for skilled portfolio ...
According to data released by the Association of Mutual Funds in India (AMFI) on Tuesday, equity funds across large, mid, and ...
Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit-related topics, including credit reports and scores, loans and credit cards, and ...
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