Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
The Dangers of Investing Complacency
By Cliff Stanton, CFAA recent hiking trip demonstrates how unhelpful preparation is without implementation.
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.
August 17, 2015
Investors Exit Active Funds to Tune of $159B Over Past Year: MorningstarMorningstar reports $14.3 billion exited U.S. equity mutual funds and ETFs in July, but J.P. Morgan, American Funds buck active trend.
August 03, 2015
Funds Squeak Out Small Gain in Q2: LipperEquity funds had their third consecutive quarterly gain in the second quarter of 2015, according to Lipper data. For many fund groups and categories, though,…
July 23, 2015
Millennials have a ton of stock. They just don't know itAs more employers automatically enroll new employees in 401(k) plans, they are increasingly putting them in target-date funds, also called lifestyle funds.