These Active Funds' ETF Versions Are Worth a Look - Morningstar
1 天前 · The funds have a 100 R-squared, and the ETF is ahead for the trailing three years with a return of 8.89% annualized versus 8.60% for the open-end fund. At the moment, the ETF actually charges 12 ...
Actively Managed Funds Continue to Underperform - Morningstar
2022年2月23日 · Less than half of active funds delivered for investors last year, new Morningstar research shows. The most recent bout of market stress brought back familiar headlines from past drawdowns:...
Active vs. Passive Funds: Performance, Fund Flows, Fees - Morningstar
2024年3月21日 · Based on first-half 2024 data, Morningstar’s investment research assesses the long-term success rates of active funds compared with passive funds. Here are the categories where active...
January ETF Performance and Flows: Active ETFs Had Record ... - Morningstar
6 小时之前 · Global stock and bond gains powered the Morningstar Global 60/40 Index to a 2.17% January return. US exchange-traded funds collected roughly $90 billion in January, a solid haul for a ...
These Active Funds Take the Lead on Aftertax Returns
2024年6月25日 · Top Active Aftertax Returns. Now we get to the heart of the matter. Passive funds have been tax-efficient for a long time, but let’s see how each firm’s active funds have fared.
Actively Managed Funds Surprise in Market Rebound - Morningstar
2023年9月11日 · Over the 12 months through June 2023, 57% of actively managed funds survived and beat their average passive peer, their highest success rate in years. Active strategies normally trail passive...
US Active/Passive Barometer Report: Mid-Year 2024 - Morningstar
Our latest edition of the US Active/Passive Barometer report analyzes nearly 8,338 mutual funds and exchange-traded funds across categories, including success rates, annualized excess...
7 Top-Performing Large-Value Funds - Morningstar
6 天之前 · Over the past 12 months, the $23.5 billion fund has gained 21.29%, while the average fund in its category is up 17.86%. The Oakmark fund, launched in November 2016, has climbed 12.49% over the ...
Fund Category Performance: Total Returns - Morningstar
2025年1月20日 · An extensive list of fund return averaged for all Morningstar categories. 3-months, YTD, 1-year, 3-year and 5-year returns plus 3-year standard deviation. Performance figures are presented...
How the Largest US ETFs Performed | Morningstar
16 小时之前 · Each month, we check in on how the largest US stock, bond, and active exchange-traded funds did. The Morningstar US Market Index rose 3.13% in January and is up 26.34% over the past year. The ...