Search Results for: active

U.S. Equity Funds Split Between Active and Passive Strategies Can active funds beat passive funds in a recovering U.S. economy? Image: Financial Times

Performance – % of Active Funds Lagging Behind S&P 1500 It seems really hard to beat the market for active managers. Image: Financial Times

Passive vs. Active Investing – Single Stocks vs. Equity ETFs More passive investing amid COVID, as BofA clients have bought ETFs almost 90% of the time over the last 50 weeks. Image: BofA Securities

Performance – % of Large-Cap Active Funds that Outperformed their Russell 1000 Benchmarks in January January was a tough month for large-cap active funds. Image: BofA Global Investment Strategy

Share of Passive vs. Active Equity Funds Passive equity funds should surpass active by 2022, as active equity funds exhibit persistent outflows. Image: BofA Global Investment Strategy

Cumulative Flows – U.S. Equities (Active vs. Passive) The popularity of passive investing has grown significantly over time. Image: BofA Global Research

U.S. Domiciled Funds: Active vs. Passive as a % of Assets Under Management Active has lost for the last 10 years. Image: BofA US Equity & Quant Strategy

Percentage of Active Funds Beating the Benchmark The chart shows how difficult it is for most active funds to beat the benchmark over time. Image: BofA US Equity and Quant Strategy

Flows by Year into Active vs. Passive Funds Passive has won and now accounts for 46% of all U.S. domiciled fund assets. Image: BofA US Equity & Quant Strategy

NAAIM – Equity Exposure of U.S. Active Managers U.S. active managers are optimistic, as they have the highest level of exposure to equities in over two years, betting on a rebound in global growth. Image: Morgan Stanley Research