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PASSIVE News & Analysis

Index funds have officially won
Funds
Index funds have officially won
Now what?
John Rekenthaler, CFA | 13 February 2024
Cage match: Traditional index funds vs. ETFs
ETFs
Cage match: Traditional index funds vs. ETFs
How do they stack up when it comes to costs, trading capabilities, and taxes?
Christine Benz | 24 October 2023
How to find the right active manager
Video
How to find the right active manager
Johanna Englundh talks to Morningstar's Jose Garcia-Zarate on how to identify managers that can help you on your investing journey.
Johanna Englundh | 06 June 2023
Investing Compass: Picking an active manager
Funds
Investing Compass: Picking an active manager
New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help...
Shani Jayamanne | 09 May 2023
Morningstar's Active/Passive Barometer March 2021
Funds
Morningstar's Active/Passive Barometer March 2021
The Morningstar Active/Passive Barometer is a semiannual report that measures the performance of US active funds against passive peers in their...
Ben Johnson, CFA | 16 June 2021
The misplaced attack on index funds
ETFs
The misplaced attack on index funds
Sheep, sloths, and gorillas.
John Rekenthaler, CFA | 16 April 2021
Investing basics: what is active and passive investing?
Video
Investing basics: what is active and passive investing?
What is active investing, and what is passive investing? We're at the whiteboard to explain the pros and cons of each.
Holly Black | 03 December 2020
Investing basics: when should you use an active fund?
Personal Finance
Investing basics: when should you use an active fund?
Passive funds have grown in popularity as cheap, simple investment options. But does it ever pay to use an active manager?
Morningstar.com.au | 27 November 2020
Would the laggards please leave: Active managers on notice
Funds
Would the laggards please leave: Active managers on notice
Is your stockpicker trailing the rest and still charging hefty fees? Then speak up, says Morningstar’s Andrew Miles.
Emma Rapaport | 24 September 2020
Defining the universe of sustainable ETFs and index funds
ETFs
Defining the universe of sustainable ETFs and index funds
Helping you navigate the diverse and expanding landscape of passive sustainable funds.
Alex Bryan | 03 September 2020