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Active foreign equity and US small-cap categories had the highest percentage of outperforming funds, a new report has found.
By Will Schmitt
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More than half of active funds andETFs, 57%, outperformed their passive counterparts in the yearfrom July 1, 2022, through June 30, 2023, an improvement from the 43% that did so the previous year, according to a new report from Morningstar.
The research firm’sActive/Passive Barometer, which is published twice a year and covers about 8,200 funds with some t $17tn between them, found that the highest percentage of outperformers came among foreign equity strategies, with 63% of active funds beating their passive peers, a significant improvement from 30% during the previous 12 month period. This was most pronounced among Foreign Large-Value funds, of which 75% outperformed their passive rivals.
Active US-focused stock funds boasted an outperformance rate of 57% for the 12 months through June 30, an improvement from 48% the year before. Nearly two-thirds of active small-cap managers beat their passive peers while more than half did so in the mid-cap and large-cap spaces.
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