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. 

Cover page of the Morningstar active/passive report.
Download this report 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