Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Alternatives' Classification Conundrum
By Josh VailA wide disparity exists within alts categories. Here's what advisors can do to avoid a return surprise.
April 15, 2019
'Set It and Forget It' Plan Design Could Harm 401(k) InvestorsNew research from Morningstar challenges conventional wisdom on replacing mutual funds.
April 01, 2019
Fearless Girl Sponsor State Street Not So Fierce in Proxy VotesThe firm failed to support 80% of votes addressing gender equity and diversity over the past three years, Morningstar reports.
March 19, 2019
Jumpy Investors Continue to Flee Stocks: MerrillChina slowdown is global fund managers' top concern, Merrill survey finds.
March 14, 2019
Self-Directed 401(k) Balances Fell 10% in Q4: SchwabSchwab breaks down these investors' performance and their biggest holdings.
February 21, 2019
Active Beat Passive in Asset Flows in January: MorningstarBut the beat was slight, and flows overall were light compared to January 2018 and 2017.
February 07, 2019
Global Fund Flows Had Worst Year Since 2011: Morningstar"Risk aversion was most evident among fixed income funds" in 2018, according to Morningstar.
January 23, 2019
Investors Showed Major Risk Aversion in 2018The massive active-fund outflows in December were "striking," Morningstar's Kevin McDevitt told ThinkAdvisor.