Due Diligence on Passive Strategies – Not to Be Taken Lightly!

In 2019 market share for passively managed funds reached 45% of all assets in the US stock-based funds, according to Bank of America Merrill Lynch. Based on Morningstar’s report, at the end of September, passive funds even surpassed active funds in the total value of managed assets. Passively managed funds (both ETFs and mutual funds) …

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