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Download Morningstar’s Active/Passive Barometer

The Morningstar China Active/Passive Barometer measures the performance of onshore China-domiciled active funds against their passive peers in their respective Morningstar Categories. It applies a similar methodology as Morningstar's U.S. and European Active/Passive Barometer.

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Research Library Download Morningstar’s Active/Passive Barometer

What's Inside

  • How actively managed funds have generally failed to beat their benchmarks
  • Which funds typically have long-term success rates
  • Trends in active-fund success by fee level

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