Ultimately, it’s a decision based on what you want to pursue. Do you prefer the approach taken by index funds or the strategy ...

Among actively managed mutual funds and exchange-traded funds, 38% beat their passive counterparts, down from 42% in 2024, ...

Actively managed mutual funds and ETFs failed to beat their passive counterparts in 2025, according to the semi-annual Active/Passive Barometer from Morningstar. The findings confirm earlier ...

Passive indexing has recently reached a tipping point and surpassed active investing strategies. Read the full analysis here.

Active fund managers have been on the defensive for years. As the biannual Morningstar Active/Passive Barometer regularly demonstrates, active funds overall don’t have a strong track record against ...

As accounts grow larger, investing is no longer about simplicity—it is about managing complexity more thoughtfully.

It’s hard to beat the market. Data from Morningstar show that only 38% of stock pickers outperformed the market in 2024 — a figure only marginally higher than the 37% that did so in 2023. Meanwhile, S ...

The T. Rowe Price Active Core U.S. Equity ETF and Active Core International Equity ETF combine the low tracking error of index portfolios and the firm's hallmark ...

The active versus passive divide is the key defining characteristic of different fund types and strategies. Picking the top funds for your portfolio is going to have an impact on how it performs over ...

A prolonged period of underperformance for active equity strategies versus both the market and passive strategies has prompted investors to question their value. This underperformance has been ...