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Active share is a measure of the difference between a portfolio and a benchmark. It’s an important concept for investors wishing to judge how fund managers’ portfolios deviate from the index, and how that affects performance. It can show clearly when a fund is a "closet index tracker", one that h...
Looking at active equity funds across the globe, some invest in narrow markets, such as Danish, Italian, or Singaporean equities, with highly concentrated benchmarks and only a short list of constituents. On the other hand, in global or regional categories, indexes hold a far longer list of names...
In the study, we took a broad look across Morningstar Categories to understand similarities and differences between their levels of active share. This allowed us to show just how different categories are in terms of their active-share profiles, confirming the intuition that top-heavy indexes repr...
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[3/4] Personal Finance is a very crucial concept that is often ignored. This is an attempt to spread awareness related to personal finance.
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