Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Top-Performing Active Funds Lack Staying Power: Study
By Bernice NapachThe latest S&P Persistence Scorecard shows that few top-performing active funds stay on top over different three- and five-year periods.
July 13, 2018
Morningstar's June Winners & LosersMorningstar assigned new ratings to seven funds and upgraded ratings for 10 funds.
July 03, 2018
Emerging-Market Carnage Sidesteps IndiaThe nation's benchmark S&P BSE Sensex Index rose 7.5% the second quarter in local-currency terms, the best performance among developing nations.
April 30, 2018
Mutual Fund and ETF Fees Fall to Record Lows: MorningstarMorningstar's annual fund fee study shows an 8% year-over-year drop, the biggest in 17 years.
April 10, 2018
Morningstar's March Winners & LosersMorningstar assigned new analyst ratings to nine U.S. funds, as well as upgraded and downgraded seven funds respectively.
March 27, 2018
Take the Long View When Choosing Active Funds: MorningstarA new Morningstar study shows that investors who focus on 3-, 5- and 10-year returns are missing the whole story.
March 19, 2018
Morningstar's February Winners & LosersMorningstar medalists currently account for approximately 6% of unique mutual funds available for sale.
March 14, 2018
Growth and Value Stock Indexing Are Both Broken: Nicholas ColasBoth classification create "potentially risky sector concentrations versus broader market averages," writes the author.