Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Nominations Announced
By Janet LevauxMorningstar has shared its list of nominees for the 2014 U.S. Fund Manager of the Year awards. The research group selected nominees in five categories:…
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.
December 02, 2014
ETF Assets Hit Record With Huge November InflowsExchange-traded funds had their third biggest asset inflow in the products two-decade history, according to ETF.com.
November 25, 2014
Pension Administrators Report Strong Confidence, Returns in Public PensionsNCPERS survey finds public pension administrators feel pretty good about their plans.