Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Think Longevity, Not Just Performance, When Buying Actively Managed Funds
By Bernice NapachThe SPIVA Scorecard from S&P Dow Jones Indices found that fewer than half of actively managed equity funds survived over 15 years.
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.
January 04, 2017
3 Investment Ideas for 2017: Searching for Alpha for January 2017While the animal spirits certainly have more tricks up their sleeves, there will be opportunities to add to the stellar gains of 16.
December 30, 2016
Equity Funds Rule in 2016: MorningstarDespite some bumps during the year, stock pickers proved their worth, according to one analyst.