Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
3 Alt Investments That Deserve an Oscar: Morningstar
By Janet LevauxThese three alternative fund categories are on track for compelling but not necessarily uplifting performances this year, analyst Josh Charlson says.
February 02, 2015
Lipper Looks at Q4 ResultsEquity funds may have had a “ho-hum” quarter in the last three months of 2014, but market conditions were anything but average, according to…
February 02, 2015
Bond Outflows, Equity Inflows Strong in Late 2014: MorningstarMorningstar's estimated fund flows for December indicate that the final month of 2014 resembled prior months. Actively managed U.S. equity funds experienced…
February 02, 2015
More 401(k) Millionaires Than EverAbout 72,000 workers have $1 million or more parked in 401(k) plans, Fidelity data shows.
January 16, 2015
Investors Embraced Passive Funds, Eschewed Active Managers in 2014Morningstars recap of mutual fund and ETF flows shows passive funds led the way with $166 billion in 2014; active funds lost $98 billion.
January 13, 2015
‘Ho Hum’ Equity Funds Deliver in Q4: LipperU.S. diversified equity products ticked up 4.6% in the period, while non-U.S. equity funds fell.
December 29, 2014
Millennials Heavy on Stocks Despite Risk AversionInvestors in general are allocated heavily to stocks, but millennials in particular are overweight equities, according to ICI and EBRI.
December 05, 2014
Stable Value Fund Group Makes Pitch to Risk-Averse MillennialsStable value funds are ideal investments for millennial investors, according to Gina Mitchell, president of the Stable Value Investment Association.