Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Goldman Forecasts 5% Gain for S&P 500 in 2019
By Bernice NapachThe forecast is about three times what the index has gained ytd following the October rout.
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.
July 30, 2018
Top-Performing Active Funds Lack Staying Power: StudyThe latest S&P Persistence Scorecard shows that few top-performing active funds stay on top over different three- and five-year periods.
July 23, 2018
Fund Flows Reverse; Outflows Top $22 Billion in June: MorningstarMutual funds and ETFs experienced their biggest outflows since August 2015.
July 19, 2018
Index Funds Are Going to Be Just FineInflows have slowed? Actively managed funds would like to have that problem.