Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 5: Foreign Large Cap Blend

Andy RiceNews Leave a Comment

In my previous article on this evergreen topic of debate for advisors and investors, we’ve analyzed all U.S. Large Cap Blend, Growth and Value mutual funds, along with the most recent – Who Wins the ‘Passive vs. Active’ Institutional Debate? Part 4: US Mid-, Small-Cap Blends — to see who wins the passive versus active debate. (See all the articles in this series on this landing page.)

In this comparison, we’ll venture into the broad Foreign Large Cap – better known as Large Cap International equities. Keep in mind I’m using Morningstar Direct as my source of screening, testing and research on return/expense data points.  

So how does the Foreign Large Cap Blend space fare in the debate? My points of fund screening include the following:

  • Morningstar Category = Foreign Large Blend
  • Equity/Style Box (Long) = Large Blend
  • Investment Area = Global Ex United States of America
  • Fund Inception Date = < 12/31/1999 (For a true picture of a 15-year return period comparison, as anything shorter than 10 years, I believe, can easily be misinterpreted.)
  • Fund Share Class = Institutional Only


To read the rest of my article, click HERE

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.