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Fortune
Fortune
Jason Ma

S&P 500 investors vs. actively managed funds: 2024 is an even better year for buying and holding the index

young man kicking back (Credit: Getty Images)

In the running debate between actively managed funds versus simply investing in a fund that tracks the S&P 500, the scorecard continues to tilt toward the broad stock market index.

According to data from Morningstar Direct, just 18.2% of actively managed funds whose primary prospectus benchmark is the S&P 500 managed to outperform the index in the first half of this year.

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