Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Lipper: Best Mutual Fund Groups for 2015
By Janet LevauxThe research firm recognizes funds and families who deliver stronger risk-adjusted returns than their peers.
March 06, 2015
Participants Happy With 401(k) ChoicesA survey released in February by TIAA-CREF found that most retirement plan participants are happy with their investment choices, even if they arent familiar with all of them.
February 25, 2015
Gold bug Merk: The risks of goldIn the short term, gold introduces volatility, though in the long term the currency manager sees gold as a vital tool for investors.
February 25, 2015
Will managed volatility keep VA owners on trackThe usual advice for managing investment portfolios is to take a holistic approach and consider a clients holdings as an integrated whole.
February 24, 2015
Gold Bug Merk: The Risks of GoldAs a scientist examining the weaknesses of his hypothesis, Axel Merk takes a critical approach to gold to better appreciate its investing risks and rewards.
February 17, 2015
Investors Continue to Shun Equity Funds, PIMCOThe SPDR S&P 500 ETF had a 12% drop in assets in January alone, according to a Morningstar report.
February 13, 2015
Target Date Fund Inflows Not What They Used to Be: MorningstarGrowth of net new assets for target-date funds was just 1% in Q4'14 vs. 3% in Q3'14, according to Ibbotson Associates.
February 12, 2015
Bank of America Mixed Serious Banking and Fun SwapsThere is a widespread belief that banks shouldn't be using insured deposits to fund the creepy activities of their bond-trader and investment-banker colleagues.