18.2% of actively managed S&P 500 funds outperformed the index in H1 2022, on track to be worse than 2021's 19.8%.
2024 may be a better year for S&P 500 investors as actively managed funds continue to underperform, according to Morningstar Direct data. In the first half of this year, only 18.2% of actively managed funds with the S&P 500 as their primary benchmark outperformed the index, on track to be worse than last year's 19.8%. Over the past 10 years, the average share of active funds that beat the S&P 500 was 27%.
July 06, 2024
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