Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Pensions, Endowments Reap Best Quarterly Returns Since 2014
By Janet Lorin, Martin Z. BraunLarger funds posted a 3.7% median gain, Wilshire says; global equities boosted performance in first quarter.
September 15, 2016
Liquid Alts Eked Out Gain in AugustThe Wilshire Liquid Alternative Index returned 0.1% in August, underperforming the HFRX Global Hedge Fund Indexs return by five basis points.
August 15, 2016
Summer Brings $54.6B in Active Equity Fund Outflows: MorningstarStill, two fund groups are attracting assets to both their passive and active products, the research group says.
August 03, 2016
Myth: Active Management Can’t OutperformFidelitys latest research shows why investors may want to think twice before accepting industryaverage results as representative when it comes to choosing active funds.
August 02, 2016
College Endowments Seen Posting Worst Returns Since 2009Funds with more than $500 million lost 0.73%, Wilshire says; universities set to report fiscal 2016 returns in the fall.
July 25, 2016
ETF Assets Set Records in JuneFixed income exchange-traded funds and products led asset gathering in first half, according to ETFGI.
July 11, 2016
Emerging Market Equity Funds Stage a ComebackOne key reason they're outperforming developed market funds: limited exposure to European stocks.
June 17, 2016
Passive Funds Trounce Active Rivals in May: MorningstarMeanwhile, PIMCO has a bit of good news as investors move into fixed income products.