Active Share®

Simple. Intuitive. Practical.
AlphaDelta Funds > Active Share®

Is your fund Actually Active®?

To beat the benchmark, you must be different than it. Active Share® measures how much of a fund’s composition deviates from its comparative benchmark. . Active Share® is essential to understanding whether you’re getting active management.

High Active Share® shows:

  • Greater active management
  • Greater opportunity to beat market indexes

Calculating Active Share®

Active Share® is a metric showing how securities in a fund are similar or different from a benchmark.

Calculating Active Share

Paying active fees? You deserve active management.

Active Share® makes sure you get what you pay for.

Some managers are “closet indexers” – they claim to be active and charge active management fees – but they actually track a benchmark.

If you pay management fees, and your fund has less than 60% Active Share®, then you could probably get similar performance at lower cost with an Index Fund.