ACTIVE PASSIVE BAROMETER News & Analysis

Innovation in the financial services industry is providing us with more choice...but at what cost?

Long-term trends and low costs can help investors decide between active and passive funds.

Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.

Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that...

Johanna Englundh talks to Morningstar's Jose Garcia-Zarate on how to identify managers that can help you on your investing journey.

New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help...

The Morningstar Active/Passive Barometer is a semiannual report that measures the performance of US active funds against passive peers in their...

Active management is tougher in some categories than others.

An understanding of inside and outside forecasting and the intrinsic fees-performance connection are among the powerful investor lessons of...

A study conducted using Morningstar's Active/Passive Barometer highlights the danger of trying to time exposure between active and passive funds.