A lower expense ratio doesn’t guarantee higher returns in active equity funds, says Niranjan Avasthi of Edelweiss Mutual ...

Actively managed bonds funds had a 63% success rate vs. their passive peers last year, up 15 percentage points from 2023. The best performer of three fixed-income categories tracked by ...

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.

If you invest in funds, that usually means choosing either an actively managed mutual fund or a passive index fund. Read More: I Made $10,000 Using One of Dave Ramsey’s Best Passive Income Ideas ...

Unless you’re an expert on the stock market, you probably depend on others to guide your investment choices. If you invest in funds, that usually means choosing either an actively managed mutual ...

In a matter of months, Avenue Development’s first Viva Bene community will open its doors near St. Louis. The active adult community, which is slated to be managed by Greystar, is opening with a ...

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.

For 11 of the past 12 quarters, clients have redeemed cash from actively managed funds registered as “promoting” environmental, social and governance goals, otherwise known as Article 8 under ...

While active strategies still dominate ESG investing in absolute terms, a rapid adjustment appears to be underway with Morningstar estimating that almost 15% of the EU’s strictest ESG fund ...

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 actively managed mutual funds are poised to make a comeback after years of being trounced by ETFs. Published: Jan. 9, 2017 at 9:49 a.m. ET. Share. Resize. Frugal, odd and stubborn.