Search Results for: active fund

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

U.S. Active Fund Managers vs. Benchmarks It is hard for active fund managers to beat their benchmarks over the long term. Image: Financial Times

Passive Over Active Funds History suggests that investor outflows from active funds are smallest after periods of high policy uncertainty. Image: Goldman Sachs Global Investment Research

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

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

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

Active vs. Passive Fund Flows Strong inflows into passive funds, while active funds continue to experience outflows. Image: J.P. Morgan

Passive Equity and Bond Funds vs. Active Equity and Bond Funds The popularity of passive investing through ETFs and index mutual funds has grown significantly since 2010. Image: Financial Times

Flows into ETFs and Mutual Funds (Passive vs. Active) Mutual funds exhibit persistent outflows explained by aging and fees, while inflows into ETFs continue to rise. Image: Arbor Research & Trading LLC

U.S. Domiciled Funds: Active vs. Passive Record passive inflows suggest passive equity funds will surpass active in the coming years. Image: BofA Merrill Lynch US Equity & US Quant Strategy