Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
T. Rowe Price to Pay $194M Over Botched Dell Proxy Vote
By Janet LevauxThe hit could trim some $0.46 per share off the fund family's Q2 earnings, it says.
May 20, 2016
Liquid Alternatives Build on Big March GainLiquid alternatives started the second quarter on a positive note as the Wilshire Liquid Alternative Index returned 0.6% in April.
May 09, 2016
Low Mutual Fund Fees Predict Higher Returns: MorningstarThe expense ratio of funds is "the most proven predictor of future fund returns," according to Morningstar's Russel Kinnel.
May 03, 2016
DC Plan Participants Prefer Equities, Target-Date FundsA report from EBRI and ICI shows investors have more 401(k) assets invested in equities than before the financial crisis.
April 26, 2016
Investors Paid Lowest Fund and ETF Fees Ever in 2015: MorningstarBut they're not necessarily paying the lowest overall investment costs when retirement plan fees and advisor fees are factored in, Morningstar says.
April 25, 2016
How Funds Did in Q1 Overall & Vs. S&P 500The first quarter was ever-so-slightly kind, on average.
March 30, 2016
Russell Moves From ‘Buy the Dips’ to ‘Sell the Rallies’Downside risks abound, but a U.S. recession this year is unlikely, Russell Investments says in its quarterly outlook.
March 28, 2016
Passive Beats Active in ’15: ReportThe results of S&P Dow Jones Indices' latest study on fund performance may surprise investors and advisors.