Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
This Time Really Is Different, Rick Kahler Warns
By Jane Wollman Rusoff"The foundation of free trade, finance and a free economy is being eroded," the financial therapist says.
December 20, 2024
Edward Jones, Cambridge and Osaic to Pay Clients $8.2M Over Excess FeesThe firms failed to give clients mutual fund sales charge waivers and fee rebates, FINRA says.
December 05, 2024
Morningstar's Rekenthaler Retires; Praises 'Miracle' of StocksThe longtime researcher notes that the market has prospered over time despite worries.
September 12, 2024
AssetMark Adds Morningstar Wealth as Third-Party StrategistThis launch will enable financial advisors working with AssetMark to access a range of model portfolios and SMAs.
June 18, 2024
Vanguard Reopens Primecap FundsVanguard determined the two active equity funds have sufficient investment capacity to reopen, without restriction.
June 04, 2024
Gundlach: U.S. Stock Valuations 'Just Awful'When the DoubleLine Capital CEO buys stocks, he thinks long term and looks for themes.
June 03, 2024
Vanguard Shakes Up Explorer Value Fund TeamVanguard plans to raise the fund's expense ratio but says it remains inexpensive compared with similar funds.
February 20, 2024
Is It Time to Sell the 'Magnificent 7'? — Advisors' AdviceHave these popular tech stocks peaked? What's an investor to do? Here's what advisors are saying.