Morningstar’s 2026 Active Equity Benchmarking Report
How does your portfolio stack up against today's active equity benchmarks?
Active equity portfolios are becoming more concentrated, turnover is rising, and dividend yield is becoming scarcer. Morningstar’s 2026 Active Equity Benchmarking Report provides a comprehensive view of the trends shaping active U.S. and international equity funds today.
Drawing on portfolio data from Morningstar Direct and insights from nearly 50 investment firms, this report benchmarks key metrics including concentration, turnover, market capitalization, team resources, workload, and talent retention. Download the report to see how your portfolios and investment teams compare with others in the active equity landscape.
