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How the Large Growth Landscape Has Changed Over the Last Ten Years

Active fund managers have struggled to keep up with the benchmark.

Over the past decade, technology and communications stocks have significantly impacted large-growth portfolios, with active managers favoring consumer cyclical and healthcare equities alongside financial-services stocks. The surge in large-growth energy exposure in 2022 reshaped allocation strategies, affecting fund managers in the large cap growth landscape.

Despite strong gains, actively managed mutual funds in big cap stocks faced challenges beating the Russell 1000 Growth Index.

Download this report now to explore the large-growth fund landscape and why active fund managers have failed to meet their standards.

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What's Inside:

  • Gain valuable insights into the evolving landscape of large-cap growth and big cap stocks, unraveling the impact on fund managers navigating this dynamic terrain. 

  • Explore the nuanced challenges faced by active managers in the realm of consumer cyclical and healthcare equities, alongside the persistently overweight financial-services stocks influencing large-growth portfolios. 

  • Discover the shifts in large-growth energy exposure, fee dynamics, cash implications, and the emergence of active exchange-traded funds, offering a comprehensive view of the ever-changing fund management ecosystem. 

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