Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
How Funds Did in Q1 Overall & Vs. S&P 500
By Janet LevauxThe first quarter was ever-so-slightly kind, on average.
March 23, 2016
Lipper Fund Awards: TIAA Investments, Thrivent Win Top Group HonorsMore than 300 funds collected awards for consistent returns over 3-, 5- and 10-year periods.
March 23, 2016
Some Active Funds Outperform ‘Misleading’ Industry Averages: FidelityFidelity's research identifies two filters that may help investors find better-performing active funds.
February 01, 2016
2015: Not a Great Year For Equity, Mixed ProductsEquity funds suffer their first one-year drop in four years, according to Lipper, declining nearly 3.5% on average in 2015. U.S. diversified-equity funds…
January 14, 2016
Top 5 Target Date Fund Families in 2015These fund families took in the most assets last year. Looking ahead, Ron Surz thinks this year could bring trouble for investors in 2015-dated funds.
January 04, 2016
Canadian M&A hits 8-year high on record outbound dealsCanadian firms, including pension funds, inked $281 billion worth of M&A deals through Dec. 30, up 34 percent.
December 29, 2015
Which Bob Doll Economic Predictions for 2015 Were Right or Wrong?The yearly predictions of Nuveens chief investment officer are closely watched by advisors and investors.
December 28, 2015
Putting All of Your “Alts” in One Basket?On a recent trip to Costco, I was reminded of the benefits of one-stop shopping.