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Active Managers-The Mid-Year Report Card

Combination column and line chart showing outperformance by active managers in 2022. Chart subtitle: Value managers have largely outpaced their respective benchmarks this year, though the same cannot be said for growth-oriented strategies. Chart visual description: Y-axis is labeled "Percentage of Active Managers Outperforming" and spans from 0 to 100%. X-axis shows manager categorizations corresponding to columns, in abbreviated format on the chart but spelled out in this description, from left to right: large-cap value, large-cap core, large-cap growth, mid-cap value, mid-cap core, mid-cap growth, small-cap value, small-cap core, and small-cap growth. Each category has a column for month to date (very dark blue), quarter to date (dark blue), and year-to-date (blue). An orange dashed line crosses the chart data representing the long-term average. Chart data description: All cap value and core strategies have over 50% of active managers outperforming in each column; growth strategies have struggled comparatively with all categories except mid-cap growth QTD with less than 50% outperforming. Mid-cap value has the highest percentage charted, with 90% outperforming year to date. Large-cap value has the lowest charted data with 26% outperforming year to date. Chart source: Morningstar Direct as of June 30, 2022. End chart description.
Posted on July 12, 2022July 12, 2022 Full size 1911 × 1033

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Published inActive Managers: The Mid-Year Report Card

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