Active equity funds in 401(k)s, top-heavy with tech stocks, plummeted last year thanks to the tech rout but are now seeing a welcome boost, reports an article in Bloomberg. Several…
Tag: Active Funds
Active Fund Performed “So-So” in 2019
Although the markets “treated investors kindly last year,” a recent Morningstar article points out that most active funds lagged their benchmarks. Morningstar conducted a study of calendar-year total returns of…
Are Active Funds Really Dead?
A recent article in Morningstar.com offers insights regarding industry claims that investors are “fleeing active funds in droves, but concludes that the outlook isn’t as bleak as some might suggest.…
Bear Market Would Deliver Death Punch to Active Funds
A recent Bloomberg article warns that, while active fund managers are tempted by the thought that a market downturn would allow them to showcase their talents to investors—that a “human…
Morningstar: Can Active Stock Funds Insulate Investors from Market Downturns?
A recent Morningstar article outlines the firm’s performance analysis of active U.S. equity funds in both “down” and “up” markets over the twenty years ending January 2018 to determine whether…
Active Fund Performance Improved in Recent Months
Morningstar data shows that, in February, actively managed mutual funds posted their first month of positive net inflows since April 2015, according to an article in The Wall Street Journal.…
Barron's: Active Funds Could Make a Comeback
After years of weak performance and a battered reputation, there may be better days ahead for active fund managers, writes Jack Hough in this week’s Barron’s. Investors have been favoring…
Fidelity's Low-Priced Stock Fund Manager Delivers Market-Beating Returns
Joel Tillinghast, manager of the Fidelity Low-Priced Stock fund, “owns one of today’s best investment records,” according to a profile proceeding a recent interview published in Barron’s. In the 26 years…