Use of Index Funds Varies Among AAII Members

Posted on August 4, 2014 | AAII Survey

The July AAII Asset Allocation Survey special question asked AAII members how much of their portfolio is allocated to index funds (mutual funds and ETFs) and how of it is actively managed (individual securities and actively managed funds). More than 21% of respondents said between 90% and 100% of their portfolios are actively managed. An additional 10% said at between 70% and 90% of their portfolio is actively managed. At the other end of the spectrum, nearly 8% of respondents have more than 90% of their portfolio allocated to index funds and another 7% have between 70% and 90% of their portfolio passively managed. Approximately 12% of respondents said that roughly half of their portfolio is allocated to index funds.