50% of U.S. Investor Assets are Held in Passive Strategies ⌛

What we’re showing

The % of long-term investment assets in either passive or actively-managed strategies. This data comes from Morningstar’s 2024 Global Fund Flows report, as of Dec. 31, 2023.

Key takeaway

Passively-managed funds are much more popular in the U.S. than the rest of the world. This is due to factors like local regulations and investor preferences.

For example, in countries like France, Spain, Brazil, and Mexico, actively-managed, short-term fixed-income funds are popular.