Passive trumps active in latest Morningstar Barometer

Active funds have struggled to outperform

clock • 1 min read
Dimitar Boyadzhiev is senior manager research analyst at Morningstar

Dimitar Boyadzhiev is senior manager research analyst at Morningstar

Active funds outperformed their average passive peer in just five of the 54 Morningstar equity categories, the latest European Active/Passive Barometer has shown.

The semi-annual study, that measures the performance of Europe-domiciled active funds against passive peers in their respective Morningstar categories, found the long-term success rates of European active...

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