Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Investors Exit Active Funds to Tune of $159B Over Past Year: Morningstar
By Janet LevauxMorningstar reports $14.3 billion exited U.S. equity mutual funds and ETFs in July, but J.P. Morgan, American Funds buck active trend.
July 12, 2015
Mutual Fund Performance in Q2 Barely in the Black: LipperGlobal stocks beat U.S. equities in the second quarter; mixed-asset funds head into the red.
July 07, 2015
The hugely profitable, wholly legal way to game the stock marketTraders are simply buying stocks before theyre added to the indexes that, by definition, index funds must track.
July 07, 2015
The hugely profitable, wholly legal way to game the stock marketTraders are simply buying stocks before theyre added to the indexes that, by definition, index funds must track.
May 14, 2015
Fidelity: How Big, Cheap and Active Beats PassiveA basis point here, a basis point there, and pretty soon youre talking real money.
May 04, 2015
TDF Returns in Focus: MorningstarMorningstar has issued its 2015 Target-Date Fund Landscape Report, which shows that asset-weighted average investor returns of target-date funds are 1.1…
May 04, 2015
Lipper Names Top Fund GroupsThomson Reuters has named the winners of the Lipper U.S. Fund Awards for 2015. The select group of fund families was recognized recently at a ceremony…
April 29, 2015
Fund Investors Favored Taxable Bonds, International Equities in MarchMutual funds saw overall net outflows in March for the first time this year, but taxable bond and international equities found favor with investors, while international equity ETFs took in $24 billion.