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Active vs. Passive Funds

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Jun 10, 2022
chart shows annual net flows into passive funds (in purple) vs. active funds (in orange), and their dominance for the last 11 years.

Contents

Today’s chart from Morningstar shows annual net flows into passive funds (in purple) vs. active funds (in orange), and their dominance for the last 11 years.

At this point, if you still have active funds, you have to ask yourself, “Why?”

We do not use active funds, since they:

  1. Cost on average 5x more.
  2. Underperform passive 93% of the time.
  3. Are less tax efficient.
  4. Carry additional risks due to their lack of transparency and propensity for style drift.
Chart of the Day Managing your Wealth

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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