Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
No Financial Sacrifice Required for Sustainable Investing, Morgan Stanley Finds
By Michael S. FischerSustainable equity mutual funds more than hold their own against traditional funds, according to the firm.
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.
February 06, 2015
3 Alt Investments That Deserve an Oscar: MorningstarThese three alternative fund categories are on track for compelling but not necessarily uplifting performances this year, analyst Josh Charlson says.
February 03, 2015
More 401(k) millionaires than everAbout 72,000 workers have $1 million or more parked in 401(k) plans, Fidelity says.