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Of the nearly 3,000 active funds Morningstar analyzed, only 47% survived and outperformed their average passive counterpart in the 12 months through June 2021.
Active funds outperformed their average passive peer in just five of the 54 Morningstar equity categories
Stock-pickers have had a particularly difficult time keeping up.
In this week’s podcast, David Blanchett helps retirees prepare their portfolios for inflation, Christine Benz walks us through the ins and outs of building a sustainable portfolio, Jason Kephart fills us in on a relatively new area of research, and Ben Johnson shares his findings from the semiannual Active/Passive Barometer report. Subscribe to Investing Insights
Our key takeaways from the new Active/Passive Barometer.