Study finds high uniformity in active management of large-cap funds
1 report, 1 independent
Updated Thu 00:00
AI-generated briefing. Brind wrote this from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
An analysis compared the actively managed large-cap funds offered by Fidelity, MFS, J.P. Morgan, and T. Rowe Price. Using the One Number’s Blind Spot Active share measure, the study found that the typical active share for 51 large-blend and large-growth funds across these four firms ranged from approximately 46% to 54%. The report noted that this segment of big-cap funds was highly uniform.
From morningstar.com
Why it matters
The findings highlight the degree to which these industry offerings conform to established norms. The study emphasizes that while the active share shows how much a fund departs from its index, it does not explain how that difference is achieved.
From morningstar.com
Who's involved
- MFSCompany managing large-cap funds
- T. Rowe PriceAmerican publicly owned investment firm managing large-cap funds
Keep exploring
The entities involved
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MFS
Nothing else this week.
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T. Rowe Price
American publicly owned investment firm
Related events
- MFS operates within the Indian capital market structure.
- BlackRock's CIO provided market insights while fund managers consulted Morningstar DBRS.
- T. Rowe Price holds 17.0% of its assets in AMT bonds.
- Hamilton Lane and T. Rowe Price operate in the competitive investment management sector.
- MFS, Baron Wealth Management LLC, and Bank of America Corp DE increased their holdings in an ETF during Q1 2026, with one increase reaching 106.4%.