Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
The Fund-Investor Return Gap Is Shrinking, and Advisors Helped
By Dinah Wisenberg BrinAdvisors' increased focus on holistic portfolio management may have curbed trading, Morningstar's Jeffrey Ptak says.
December 23, 2025
How the 10 Biggest Active Funds Performed in 2025: MorningstarMarkets overcame worries about tariffs and an AI bubble, the researcher finds, while foreign equities performed well.
November 04, 2025
Why Older Americans Are So Much Richer Than Younger OnesA new paper explores three drivers of the generational wealth gap, which has exploded in the past four decades.
August 21, 2025
Christine Benz: 9 Risks and Opportunities for InvestorsOn a Morningstar podcast, Benz discussed stock, bond and dividend strategies and named the biggest risk investors face now.
July 23, 2025
Crossmark, Bob Doll Launch 2 Active ETFsThe faith-based investment management firm cited investor demand for active, transparent funds focused on values.
June 09, 2025
Schwab Cuts Fees on 4 Equity Index ETFsCosts for all Schwab market cap-weighted index ETFs will be lower than 10 basis points.
April 23, 2025
E-Trade Launches 5 No-Fee Index FundsThe new products are being offered exclusively to the brokerage's self-directed investor clients.
April 21, 2025
This Time Really Is Different, Rick Kahler Warns"The foundation of free trade, finance and a free economy is being eroded," the financial therapist says.