In a recent webcast, Dodd Kittsley, director of ETF strategy at Davis Advisors, sat down with Cinthia Murphy, director of ...

Active management in large-cap growth has a credibility problem. Most active funds charge more, trade more, and deliver less ...

[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA, Alpha Architects, and many others chronicling how a large cross-section of ...

MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 1924. The industry’s heyday came in the 1980s and ’90s, when stocks soared and ...

The last decade has been a gift to passive index investors. U.S. large-cap equity enjoyed a great run beginning January 1, 2009, producing 14.7% in annualized returns in the S&P 500, an index that has ...

Just how actively managed is your actively managed mutual fund? And, more importantly, what’s the real pay-off for all that activity? These long-standing questions took center stage with the recent ...

A year-long analysis of active mutual funds and ETFs reveals that just 33% outperformed their passive counterparts on an asset-weighted basis, down 14 percentage points year-over-year. US equity ...

The debate between active and passive management has been going on for years. And while active management has faced headwinds over the past decade or so, it’s starting to reclaim dominance over ...

Passive mutual and exchange-traded funds will top their active counterparts by early next year, but the full picture of the investing marketplace displays much more subtlety, a new study said.

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 ...

Active management helps investors navigate crypto’s boom-and-bust cycles by adjusting exposure as conditions change. Active strategies can capture growth dynamics across miners, fintechs, and ...

Active ETFs have moved beyond their experimental phase and are rapidly becoming a central component of advisor portfolios. New data from regulators and asset managers point to the same conclusion from ...