Active Investing Articles
The Great Migration: What’s Behind ETF Asset Growth
January 2026 by Cynthia McLaughlin
A growing number of asset managers are converting traditional mutual funds into ETFs or preparing to offer ETFs as a mutual fund share class.
January 2026 by Cynthia McLaughlin
A growing number of asset managers are converting traditional mutual funds into ETFs or preparing to offer ETFs as a mutual fund share class.
Seven Keys to Successful Trading and Active Investing
November 2025 by Raymond A. Rondeau
How to steer clear of the basic errors and pitfalls that have led many traders and active investors to fail.
November 2025 by Raymond A. Rondeau
How to steer clear of the basic errors and pitfalls that have led many traders and active investors to fail.
Mutual Funds Converting to ETFs for Tax Efficiency and Convenience
October 2024 by Cynthia McLaughlin
Conversions of mutual funds into exchange-traded funds (ETFs) have been a growing trend.
October 2024 by Cynthia McLaughlin
Conversions of mutual funds into exchange-traded funds (ETFs) have been a growing trend.
Active Investors Can Still Win in “Efficient” Markets
June 2024 by Brian Haughey
To achieve above-average returns, investors need to be better at interpreting information than the average investor.
June 2024 by Brian Haughey
To achieve above-average returns, investors need to be better at interpreting information than the average investor.
Active Strategies That Have Fared Well Among Mutual Funds and ETFs
June 2024 by Cynthia McLaughlin
When evaluating active strategies, consider manager tenure, differentiated strategies and segments with less competition for active managers.
June 2024 by Cynthia McLaughlin
When evaluating active strategies, consider manager tenure, differentiated strategies and segments with less competition for active managers.
Navigating the Risks of Investing in Retirement
June 2024 by Charles Rotblut
There is so much debate about how investors should allocate their portfolios in retirement because we have no way of predicting what market conditions will be during our retirement years.
June 2024 by Charles Rotblut
There is so much debate about how investors should allocate their portfolios in retirement because we have no way of predicting what market conditions will be during our retirement years.
Actively Managed Funds Gain on Passive Funds Over the Last Year
November 2023 by Grace Malone
Fifty-seven percent of actively managed funds beat their average passive peers over the 12-month period through June 2023, their highest success rate in years.
November 2023 by Grace Malone
Fifty-seven percent of actively managed funds beat their average passive peers over the 12-month period through June 2023, their highest success rate in years.
A Checklist for Choosing Between Active and Passive Funds
March 2023 by Charles Rotblut
One of the challenges for investors in ETFs and mutual funds is deciding whether to use an actively managed (“active”) or a passively managed (index) fund.
March 2023 by Charles Rotblut
One of the challenges for investors in ETFs and mutual funds is deciding whether to use an actively managed (“active”) or a passively managed (index) fund.
Overlooked Active Mutual Funds That Are Outperforming
July 2020 by Charles Rotblut
Finding mutual funds still potentially small enough to continue outperforming requires a screener.
July 2020 by Charles Rotblut
Finding mutual funds still potentially small enough to continue outperforming requires a screener.
The Virtues of Active Investing
March 2020 by Steve Reitmeister
The idea of being a more active stock investor boils down to honestly evaluating your portfolio and removing weaklings at the earliest possible date.
March 2020 by Steve Reitmeister
The idea of being a more active stock investor boils down to honestly evaluating your portfolio and removing weaklings at the earliest possible date.
Active Traders, Not Novices, Fall for Scams
January 2019 by AAII Staff
Participants in pump-and-dump schemes tend to be middle-aged, affluent and male. They also have prior trading experience, particularly with penny stocks, and exhibit a high tolerance for risk.
January 2019 by AAII Staff
Participants in pump-and-dump schemes tend to be middle-aged, affluent and male. They also have prior trading experience, particularly with penny stocks, and exhibit a high tolerance for risk.
Diverging Opinions on Active Management
October 2018 by
A review of the academic research on active management found that conventional wisdom is too negative on the value created by fund manager decisions.
October 2018 by
A review of the academic research on active management found that conventional wisdom is too negative on the value created by fund manager decisions.
Return Gap Larger for Actively Managed Fund Shareholders
June 2018 by
A Morningstar analysis found that investors in actively managed funds realized returns that were 2.48% less than returns realized by the very same mutual funds on an annualized basis.
June 2018 by
A Morningstar analysis found that investors in actively managed funds realized returns that were 2.48% less than returns realized by the very same mutual funds on an annualized basis.
Active Management Stinks, But It Doesn't Have To
October 2016 by Daniel Crosby
Active approaches can be improved by incorporating some characteristics of passive investing, including low turnover and low fees.
October 2016 by Daniel Crosby
Active approaches can be improved by incorporating some characteristics of passive investing, including low turnover and low fees.
Selecting Active Equity Mutual Funds: Don't Get Caught in the Middle
November 2014 by Thomas Howard
Mutual funds with market-beating performance tend to be highly active, hold relatively fewer stocks and are of smaller size.
November 2014 by Thomas Howard
Mutual funds with market-beating performance tend to be highly active, hold relatively fewer stocks and are of smaller size.
Active Funds and Other Changes in the ETF Industry
August 2011 by Charles Rotblut, Tom Lydon
The number of actively managed ETFs could soon double, adding to the industry’s growth. These changes will result in more choices for investors.
August 2011 by Charles Rotblut, Tom Lydon
The number of actively managed ETFs could soon double, adding to the industry’s growth. These changes will result in more choices for investors.
"Enhanced" Index Funds: Can They Beat the Market?
May 2007 by John C. Bogle
A skeptical look at the new breed of "indexers" who focus on weighting portfolios by fundamental factors, such as dividends and cash flows, rather than market capitalizations.
May 2007 by John C. Bogle
A skeptical look at the new breed of "indexers" who focus on weighting portfolios by fundamental factors, such as dividends and cash flows, rather than market capitalizations.