Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Munnell Report Rattles DC vs. DB Plan Debate on Investing, Fees
By Danielle AndrusA white paper co-authored by Alicia Munnell questions the conventional wisdom about DC plan participants versus DB plan participants on investing skills and fees.
November 02, 2015
The Dangers of Investing ComplacencyA recent hiking trip demonstrates how unhelpful preparation is without implementation.
November 02, 2015
Sustainable Investing: Growing Investor AcceptanceTotal U.S.-domiciled AUM using SRI strategies grew 76% from 2012 to 2014, the Forum for Sustainable and Responsible Investment reported.
October 23, 2015
Reverse Mortgages for Retired Clients: Does the Strategy Fit?This tool should only be used in very specific situations giving the advisor a critical role in guiding clients on when and how.
September 28, 2015
Funds vs. Benchmarks: Which Group Wins?In the first half of 2015, the markets fluctuated modestly, but this was a tough period for fund managers.
August 31, 2015
Long-Short Equity Funds: Heroes or Hype?Mainstream investors' experience with long-short mutual funds has been acquired in an equities bull market; are they really everything investors think they are?
August 31, 2015
U.S. Equity Funds Lose Assets as More Investors Go GlobalMorningstar says investors are turning away from U.S.-equity mutual funds and ETFs — taking some $14.3 billion out of these products in July. That…
August 19, 2015
Schwab’s Kleintop: 7 Big Developments for Advisors to WatchThe global strategist tells ThinkAdvisor what he sees for China and Europe and how the world's central banks will react when the Fed hikes rates.