Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Goldman Starts Smart Beta ETF Price War
By Bernice NapachThe move not only intensifies competition in smart beta but between smart beta and actively managed funds possibly even passive index funds.
August 14, 2017
2 Key Times to Invest in Actively Managed FundsWhen should advisors consider investing their client monies in actively managed funds rather than cheaper passive index funds or ETFs?
June 15, 2017
Equities Are Overvalued, Many Investors in Merrill Survey SayChinese credit tightening is still seen as the top tail risk.
June 11, 2017
How 401(k) Plans Have Changed Over the Past DecadeVanguard's "How America Saves 2017" can guide advisors about how to manage DC plans now and in the future.
May 30, 2017
Janus Capital, Henderson Group Complete MergerThe new firm is now trading at the NYSE under the JHG stock symbol.
May 14, 2017
Can This Fee Structure Save Actively Managed Funds?A new series of funds AllianceBernstein expects to launch this year charge full fees only if they outperform.
May 08, 2017
Active Equities’ Broken 1970s Model Needs a RenaissanceWhat is to be done? Let's start by declaring an end to Modern Portfolio Theory and looking instead to behavioral finance.
April 30, 2017
These 10 Actively Managed Funds Beat S&P 500 for 15 Years: MorningstarThey are relatively low cost and more than half have concentrated portfolios and low turnover.