3 Low-Active-Share Funds We Like
These highly rated funds are low on the active-share spectrum.
Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. New research from Morningstar suggests that high-active-share funds as a group don't have a significant performance advantage, exhibit more volatility, and cost more. Here to unpack that research for us and to talk about several low-active-share funds we like is Robby Greengold. Robby is a strategist with Morningstar's manager research group.
Thanks for being here today, Robby.
Robby Greengold does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.