Active funds vs passive: Is active management still relevant?
Fresh research finds most active funds continue to underperform their average passive counterparts. Which approach works best for you?
| Ticker |
MORN
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| CIK | 0001289419 |
| SIC | 6282 |
| Sector | Finance, Insurance, And Real Estate |
| Industry Category | Trading |
| Industry Group | Security And Commodity Brokers, Dealers, Exchanges & Services |
| Address | 22 WEST WASHINGTON STREET, CHICAGO, IL, 60602 |
| Website | morningstar.com |
| Phone | (312) 696-6000 |
| CEO | Kunal Kapoor |
| Employees | 12,200 |
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Standardized FinancialsdocsIntrinio provides professional-grade historical financial data. This data is standardized, cleansed and verified to ensure the highest quality data sourced directly from the XBRL financial statements. The primary purpose of standardized financials are to facilitate comparability across a single company’s fundamentals and across all companies fundamentals. For example, it is possible to compare total revenues between two companies as of a certain point in time, or within a single company across multiple time periods. This is not possible using the as reported financial statements because of the inherent complexity of reporting standards. Below is a preview of several data points from each financial statement, as well as a sample of our many calculated metrics: |
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Latest NewsdocsIntrinio provides up-to-date news articles on every US company from various sources. Here are several examples: |
Active funds vs passive: Is active management still relevant?Fresh research finds most active funds continue to underperform their average passive counterparts. Which approach works best for you? Why Investor Returns Don’t Always Match Fund PerformanceOver the past 10 years, the average dollar saw returns of 8.7% annually, compared with 9.9% across the universe of funds, which is an overall gap of 1.2 percentage points or 12% less, per Morningstar’s latest Mind the Gap report, published today. “Overall, I’m encouraged by what I’ve seen in the survey,” Morningstar managing director and report author Jeffrey Ptak said. Morningstar: Investors Miss Out on 12% of Fund Returns Over DecadeThe return gap was smallest for investors in U.S. equity and allocation funds. US sustainable funds see positive inflows for first time since 2022: MorningstarAfter 14 consecutive quarters of outflows, sustainable funds in the United States saw almost $3 billion in net inflows during the year’s second quarter. I've Been Investing In the Stock Market for a Long Time. Here's Why I Still Like Actively Managed FundsIndex funds typically outperform actively managed ones, but owning funds run by smart people isn't as crazy as folks think. Here are some top picks. |