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According to data from Morningstar Direct, just 18.2% of actively managed funds whose primary prospectus benchmark is the S&P 500 are outperforming the index in the first half of this year.
Over the last year, only about 40% of actively managed large-company funds did better than the S&P 500 index, according to S&P's SPIVA scorecard (for "S&P Indices Versus Active"). Over the last 10 ...
Its robo-advisor features low fees, socially responsible investments and access to actively managed funds. ... Robo-advisors don’t guarantee outperforming the S&P 500, a market index that tracks ...
The expense ratio of the average large cap actively managed mutual fund as of 2015 is 1.15%. [26] If a mutual fund produces 10% return before expenses, taking account of the expense ratio difference would result in an after expense return of 9.9% for the large cap index fund versus 8.85% for the actively managed large cap fund.
These reports have often concluded that the performance of actively-managed funds is disappointing. For example, the SPIVA U.S. Year-End 2021 report finds that "79.6% of domestic equity funds lagged the S&P Composite 1500 in 2021." [13] Results vary by category, with some categories experiencing a higher percentage of outperformance.
Most open-end funds are actively managed, meaning that a portfolio manager picks the securities to buy, although index funds are now growing in popularity. Index funds are open-end funds that attempt to replicate an index, such as the S&P 500, and therefore do not allow the manager to actively choose securities to buy.