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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.

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. does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.