Workflow
Active vs Passive Fund Performance
icon
Search documents
Morningstar: Active Funds Underperformed Passive Peers in 2025
Yahoo Finance· 2026-02-19 19:07
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Actively managed mutual funds and ETFs failed to beat their passive counterparts in 2025, according to the semi-annual Active/Passive Barometer from Morningstar. The findings confirm earlier Morningstar research showing that actively managed funds rarely remain in the top quartile of performance in their categories beyond a year. Only 38% of actively managed mutual funds and ETFs beat their ass ...