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Active Equity Fund Benchmarks: Performance, Allocations, Management

Explore trends in portfolio composition, performance, and more.

See how active equity funds measure up against industry benchmarks. With this due diligence tool, you can compare managed investments and make informed decisions. 

 

We've sourced data from Morningstar Direct and a survey of 50 participating US firms representing over $1.5 trillion in assets. Whether you’re part of a boutique firm or a leading fund family, you'll find valuable insights here.
 

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What's Inside

  • Portfolio composition benchmarks by investment style and market cap.

  • In-depth data on sector weightings.
  • Investment team statistics across actively managed equity funds.
  • Performance benchmarks for US and international equity funds. 

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