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Investing Specialists

Morningstar Runs the Numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended July 13.

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Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

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Head of global manager research Jeff Ptak pointed out that actively managed funds accounted for about 63% of U.S. open-end and exchange-traded-fund assets on May 31, 2017, but only three years prior, it was around 72%. If the industry fails to adapt in necessary ways, Ptak believes passive funds could capture another 10 percentage points of fund market share in the next decade or so.

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