Tag
#active-share
2 articles
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Active Share Explained: How Different Is a Fund From Its Index?
Active share measures the percentage of a fund's holdings that differ from its benchmark index. Here is the formula in words, how to read it, and what it cannot tell you.
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Comparing Fund Manager Portfolios at Scale
Comparing fund portfolios at scale means looking past the top holdings to overlap, active share, concentration, sector bets, and factor tilts, so you can see how two managers actually differ.
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