The Estuarine Management and Technologies (EMT) journal and its content are now included in the Directory of Open Access ...
The ability to outperform during volatile periods is an oft-touted benefit of actively managed mutual funds and ETFs. However, just 33% beat their average index fund counterpart from July 2024 through ...
Note: This article is part of Morningstar's April 2015 Active, Passive, and In-Between special report. Morningstar's analyst team has long held the view that investors can assemble successful ...
About 80% of all actively managed U.S. stock mutual funds underperformed in 2021, according to S&P Dow Jones Indices. That trend is similar for actively managed stock and bond funds over longer ...
Innovations and customization in equity indexing may provide enhanced opportunities. Passive index funds continue to accumulate market share relative to active managers by offering cost-effective ...