Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
TIAA Is the Big Winner in 2018 Lipper Awards for Fund Families
By Bernice NapachThe Thomson Reuters Lipper Fund Awards honor fund families and hundreds of mutual funds for consistent risk-adjusted performance over three, five and 10 years.
February 26, 2018
Investors Have ‘Given Up’ on Active US Stock Funds: MorningstarInvestors were eager to embrace U.S. equity funds but in the form of low-cost offerings only, it seems, Morningstar says.
January 29, 2018
Passive Investments Drive Record Fund Flows in 2017: MorningstarMoney flowed into passive U.S. and international equity funds and into taxable bond funds.
January 22, 2018
Top Performing Active Funds Can’t Seem to Stay on TopThe latest S&P Persistence Scorecard shows that less than 1% of top-quartile funds are likely to remain on top after five years.
December 29, 2017
Active and Smart Beta ETFs Record Robust InflowsAsset increases were largest since the financial crisis, ETFGI reports.
November 17, 2017
Dancing Around the (Morning)StarsDon't be an unintentional momentum investor. There are better measures than Morningstar ratings to evaluate a fund.
October 06, 2017
BlackRock Jumps to the Defense of Index InvestingThe balance in market share between passive and active investing is self-regulating, the index fund provider says.
October 02, 2017
Goldman Starts Smart Beta ETF Price WarThe price war that had been raging among mutual funds, then spread into ETFs, has now spilled over into the smart beta ETF space.