In general, actively managed funds have failed to survive and beat their benchmarks, especially over longer time horizons. Just one out of every four active funds topped the average of passive ...

Why Ramsey Backs Actively Managed Funds. Ramsey shared that belief in a recent podcast, after a caller claimed Ramsey tries ...

According to data from Morningstar Direct, just 18.2% of actively managed funds whose primary prospectus benchmark is the S&P 500 are outperforming the index in the first half of this year.

The first exchange-traded fund was the SPDR S&P 500 ETF (SPY), created in 1993. This passively managed index fund set the stage for thousands of ETFs to follow. All of these initial ETFs were ...

Actively managed funds aim to outperform popular indexes, such as the S&P 500 and the Nasdaq 100. While some of these funds exceed market returns, they tend to have higher expense ratios than average.

By year-end 2023, according to Morningstar, assets under management at index funds had outpaced those in actively managed funds, $13.29 trillion versus $13.23 trillion.

Actively managed mutual funds lag behind passive mutual funds. We put actively managed ETFs through a similar test.

With that in mind, here are five of the best actively managed Fidelity funds that should not just work well now, but also for the long run. Disclaimer. Data is as of April 15.

Among US large-cap active equity funds, 49% outperformed the S&P 500 last year — which doesn’t sound very good until you look at the 2021 tally, when just 15% outperformed.

Many actively managed mutual funds also charge a load, which is a sales commission for the broker that you pay when buying or redeeming your shares. Loads typically range from 1% to 2% of your ...

These actively managed Vanguard funds cover a variety of investment strategies and have low fees to boot. Kiplinger. Save up to 74%. Subscribe to Kiplinger.

Some actively managed funds did better than the overall market over the last 15 or 20 years. Though they were unable to do so consistently year after year, they had good stretches, ...