Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Schwab Cuts Fees on 4 Equity Index ETFs
By Dinah Wisenberg BrinCosts for all Schwab market cap-weighted index ETFs will be lower than 10 basis points.
January 29, 2025
Top 15 Value-Creating Funds: MorningstarThese funds grew the most over the past decade, an analysis finds.
January 09, 2025
Dodge & Cox CEO and Chair Dana Emery to RetireAt year-end, she will be succeeded by David Hoeft as chair and Roger Kuo as CEO.
December 20, 2024
Edward Jones, Cambridge and Osaic to Pay Clients $8.2M Over Excess FeesThe firms failed to give clients mutual fund sales charge waivers and fee rebates, FINRA says.
December 05, 2024
Morningstar's Rekenthaler Retires; Praises 'Miracle' of StocksThe longtime researcher notes that the market has prospered over time despite worries.
September 12, 2024
AssetMark Adds Morningstar Wealth as Third-Party StrategistThis launch will enable financial advisors working with AssetMark to access a range of model portfolios and SMAs.
June 18, 2024
Vanguard Reopens Primecap FundsVanguard determined the two active equity funds have sufficient investment capacity to reopen, without restriction.
June 04, 2024
Gundlach: U.S. Stock Valuations 'Just Awful'When the DoubleLine Capital CEO buys stocks, he thinks long term and looks for themes.