Mutual Funds: Active vs. Passive Management

Index funds have lower operating costs than other types of mutual funds because they are passively managed rather than actively. An actively managed fund is one that has a team making decisions about how to best manage the investments inside the fund. On a daily basis, they are watching the market and may choose to buy or sell specific securities held within the fund in order to maximize the return potential. A passively managed fund simply purchases the same securities that are held by the index it is tracking, but there is no one tracking or trading those securities on a regular basis. Review the differences between the funds using the activity below.

Click or tap on a statement, then on the appropriate category to place it.

Team of people devoted to making the fund profitable
Chance to beat the market
Higher fees
Lower fees
Follows a market index
Will only keep pace with the market

Actively Managed

Passively Managed

Pro

Pro

Con

Con