Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Outflows From Actively Managed Equity Funds Slow: Goldman
By Bernice NapachInflows into passive funds also slowed, the report shows.
November 05, 2018
Goldman Forecasts 5% Gain for S&P 500 in 2019The forecast is about three times what the index has gained ytd following the October rout.
October 25, 2018
A Simple Framework to Prepare for the Next Bear MarketThe aging bull market should push advisors to protect client gains. Alternative strategies can help. Here are some, demystified.
October 09, 2018
Morningstar's September Winners & LosersAnalysts assigned new ratings to four U.S. funds and — new as of last month — six SMAs.
October 01, 2018
When Does Stock Picking Work?High return dispersion and volatility are a stock picker's nirvana.
August 13, 2018
Identify the Best Active Equity FundsFunds that consistently pursue a narrowly defined investment strategy while taking high-conviction positions outperform.
August 13, 2018
Fidelity's No-Fee Funds Could Benefit Its CompetitorsIt popularizes the move to low-cost index funds, which helps firms like BlackRock and Vanguard, who could also match the move.
August 03, 2018
Some Good News About Actively Managed FundsActively managed large-cap core equity funds in July experienced their best performance in nearly five years compared to their benchmarks, according to Merrill.