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Tag: Active Fund Management

9 years ago
Comparing Active and Index/Passive Small-Cap Funds

Writing in Adviser Perspectives, Larry Swedroe of the BAM Alliance evaluates the performance of the 10 largest (by assets under management) actively managed small-cap funds over the period 2000-15 in…

9 years ago
Assets Flying out of Actively Managed Funds

Christine Benz and Russ Kinnel of Morningstar discuss the wave of assets moving out of actively managed funds and into passive index funds. According to Kinnel, of the Morningstar 500…

Recent Original Research
June 6, 2025
Berkshire’s Breakout Stocks: 5 Names Showing Strength and...
Warren Buffett is known for his long-term, fundamentals-first investing approach. But some of the stocks in Berkshire Hathaway’s portfolio are not just value plays - they're momentum leaders too. Below, we highlight five Berkshire holdings that are...
June 6, 2025
Ten Growth Stocks Meeting the Test for Long-Term...
Financial markets are constantly evolving, and smart investors need proven methods to spot real growth potential. Professor Partha Mohanram created the G-Score framework in 2005 as a systematic way to analyze growth companies, serving as a growth-focused...
June 5, 2025
Ten Top High Shareholder Yield Stocks
Shareholder yield gives investors a comprehensive view of how companies deliver value to shareholders compared to their market value through three primary channels. Companies can distribute cash directly to shareholders through dividend payments from their earnings. They...
June 4, 2025
The Best Sector of 2025? Why Industrials Are...
Through the end of May, the industrial sector has quietly emerged as one of the top performers in the market. The Industrial Select Sector SPDR ETF (XLI) currently leads all major sector ETFs in year-to-date performance -...
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