Download Morningstar’s Active/Passive Barometer

The Morningstar Active/Passive Barometer is a semiannual report that measures the performance of U.S. active managers against their passive peers within their respective categories. 


Download this report paper to learn:

  • 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