Japan Active/Passive Barometer Report: September 2024
Japan Active/Passive Barometer Report: September 2024
Active fixed-income funds tended to outperform passive peers compared with active equity funds and REITs this year.
Japan-domiciled actively managed funds have seen a lower success rate against passive funds across many asset classes and categories with nuances in each fund type, similar to other regional markets. In the short-term it’s not uncommon for active funds to outperform index funds’ average, but only a few funds continue to outperform over the long term.
Our inaugural edition of the Japan Active/Passive Barometer report analyzes the performance of 1,592 mutual funds in their respective Morningstar categories, including active vs. passive funds, success rates, and more.
Download the report to discover how our latest fund trends can strengthen your active vs. passive investing strategies.
What's Inside:
What's Inside:
- Analysis of active fund performance against passive fund performance by equity, fixed-income, and REIT funds
- Comparisons of asset-weighted and equal-weighted returns across multiple year time periods
- The success rate of Japan-domiciled active mutual funds against passive composites