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Tuesday, September 18, 2012

Three Active Funds Slash Their Actives

News summary by MFWire's editors

Three actively managed exchange-traded funds have slashed their active share holdings, Morningstar has reported.

The funds were the Vanguard Growth & Income [profile], the USAA Aggressive Growth, [profile] and the Neuberger Berman Large Cap Value [profile].

The Vanguard fund cut its active share portfolio by half in 2011, while the USAA fund had shed more than 20 percent of its active share portfolio between the second quarter of 2010 and early 2011. As of June 2012, the fund's roughly 56 percentage of active share was well below the peer average of 73 percent.

Meanwhile, the Neuberger Berman Large Cap Value saw its active share drop from 78 percent to 60 percent.

"When these metrics show an active fund is becoming more correlated with its index, it can be a warning sign to investors that their fund may be losing some of its edge," the report reads.

To read more, please go to the Morningstar website.


Edited by: HFD

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