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Special Report

Beat the Market Week

These durable strategies have bested the market over time.

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The active versus passive investing debate is a live one, with compelling arguments and fervent acolytes on both sides of the divide. Let's be clear: This special report is not about that debate. (But for more on that, see our September 2011 special report.)

True, investors have recently taken a strong liking to index funds: In late 2003, 12% of all U.S. open-end mutual fund and ETF assets were invested in passively managed products; recently, that percentage stood at 27%--and rising. And also true, the average active fund has had a hard time beating the index.

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Jason Stipp does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.