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Is Active Share Unattractive?

Active share is a popular measure of a portfolio’s similarity to an index. However, this measure is context dependent, and makes it difficult for investors to gauge whether highly differentiated funds are worthwhile. Our report explores whether this measure of active management has steered investors into consistently strong performing funds.

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What's Inside

  • The risks associated with high active share funds
  • How fees of high active share funds compare to low active share peers
  • How funds with high active share performed across categories

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