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Semiannual Active/Passive Barometer Report

Understand the differences between active and passive investment strategies

One way to measure the effectiveness of active investing is to compare its performance against that of passive investing. Investors and financial advisors have been reading Morningstar’s signature research for years.

Our semiannual Active/Passive Barometer report represents a valuable tool in your advisor arsenal.

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Research Library Semiannual Active/Passive Barometer Report

What's Inside:

  • Gain a better grasp on the odds of success with active funds in different categories. 
  • Help your clients determine which investing strategy is the right one for them. 
  • Learn the potential payouts and penalties when picking active fund managers.

Choosing between an active vs. passive investment strategy is a personal one. Each has its advantages and disadvantages. Advisors can help clients incorporate elements of both into their portfolios. Download your copy today.

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