Which Funds Beat their Benchmark?

Just 0.8% of US Large-Cap Growth funds have beaten their benchmark, according to Morningstar research. We look at where active fund managers have more success

Annalisa Esposito 1 September, 2020 | 10:02AM

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The US stock market is a notoriously difficult one for fund managers to beat and after a stellar year of performance that has never been more true. The latest Morningstar Active/Passive barometer reveals that just 0.8% of US Large-Cap Growth funds have managed to beat their benchmark over the past decade. This is down from 1.5% last year. 

The annual study by Morningstar looks at where active funds are able to beat the index, and where investors might do better to pick a tracker fund.

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About Author

Annalisa Esposito  is a data journalist for Morningstar.co.uk

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