Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Advisors Worry About Risk in Rising Passive Inflows
By Emily ZulzAll that money moving into a single asset class is concerning, said Eaton Vance's John Moninger.
March 24, 2017
Lipper Names Top Fund Managers of 2017A variety of groups top the overall categories, but two groups dominate in target date allocation.
March 21, 2017
Putnam Boosts Its Small-Cap Equity TeamThe small-cap market, being relatively inefficient, is an area where "you can really deliver" with the right investment, CIO Aaron Cooper says.
March 17, 2017
Rise of Non-Equity Funds Is Hedge Fund ‘Story of 2016’: Seward & KisselThirty-five percent of hedge funds rolled out last year employed non-equity-based investment strategies, according to a new study by Seward & Kissel.
March 06, 2017
GMO: How to Build a Better Target Date FundTDFs have solved the behavioral problem of getting investors to save for retirement but not the investment one, says Peter Chiappinelli of GMO.
March 02, 2017
Wells Fargo Warns Deeper Review May Uncover More Bogus AccountsAlso says banks used its tech for trade in sanctioned nations; it alerted authorities and is cooperating with DOJ inquiry.
February 07, 2017
4 Alternative Funds Win Medalist Rating: MorningstarThe research firm says these Bronze funds have specialized expertise guiding their powerful strategies.
February 06, 2017
‘Unloved’ Funds Investors Should Buy: MorningstarMorningstar shares its list of three unloved categories that investors should buy and three categories they should avoid.