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A REPORT CARD FOR ACTIVE FUNDS
Kiplinger's Personal Finance
|June 2025
MUTUAL FUND SPOTLIGHT
EVEN though the majority of actively managed U.S. stock funds have lagged their index-fund peers over the years, investors have chosen wisely and largely avoided the losers. That’s according to Morningstar’s latest U.S. Active/Passive Barometer report, which measures the performance of actively managed funds against index funds in each fund category.
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