Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Gap Between Fund Performance and Investor Returns Has Narrowed: Morningstar
By Michael S. FischerMorningstar's analysis shows where global investors timed their fund investments well and where they didn't.
September 20, 2019
Passive Overtakes Active in US Stock-Fund Assets: MorningstarAssets of U.S. equity index funds surpassed those of their actively managed counterparts for the first time.
September 17, 2019
Active Equity Funds Rebound, but Will Performance Last?Nearly half outperformed their passive counterparts in the past year, but the longer term tells a different story, Morningstar finds.
July 19, 2019
The Persistent Underperformance of Actively Managed FundsThe latest S&P Dow Jones Persistence Scorecard could dampen excitement about actively managed nontransparent ETFs.
June 17, 2019
Opportunity Zone Reporting: Recommendations From an Investors GroupA coalition of nearly 70 organizations responds to Treasury's request for information.
May 28, 2019
Alternatives' Classification ConundrumA wide disparity exists within alts categories. Here's what advisors can do to avoid a return surprise.
May 15, 2019
US Stock Outlook Hinges on Battle Between Humans and MachinesThe winner may determine the near-term direction for a U.S. stock market that's wavering under the strain of an escalating trade war.
April 18, 2019
Is This the Age of the Active Manager?Active managers have seen a drop in inflows, but that could all change with a bear market, says Morningstar.