Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Pro Forecasters Stink, but Individuals Are Worse
By Barry RitholtzIndividuals pile into equities while pros pull out? The knee-jerk response is to run away, but it's not quite that simple, Barry Ritholtz says.
June 18, 2014
Morningstar Goes to CashMorningstar is concerned enough about valuations in U.S. markets that the firms chief investment officer is keeping his unconstrained portfolio at 40% cash.
May 27, 2014
Flows Fluctuate in Early ‘14Retail investors committed about $1.6 billion to stock mutual funds in early May, continuing a trend that has been in place for the past few months. Meanwhile,…
May 19, 2014
Investors grow nervous as Nasdaq rout sends cash to 2012 highInvestors pulled $7.7 billion out of U.S. equity ETFs in the first half of May, data compiled by Bloomberg show.
May 19, 2014
Investors grow nervous as Nasdaq rout sends cash to 2012 highInvestors pulled $7.7 billion out of U.S. equity ETFs in the first half of May, data compiled by Bloomberg show.
May 08, 2014
As clients age, stock up on stocksAt IMCA, Michael Kitces discusses value of rising equity glide path.
May 06, 2014
As Clients Age, Stock Up on Stocks: KitcesTraditional wisdom dictates that clients allocation to equities should decline as they get older, but Michael Kitces questions this strategy.
April 28, 2014
Bonds, Equities Back in FavorThe latest fund flow figures from Morningstar show that investors added close to $40 billion to long-term U.S.-domiciled mutual funds in March. This movement…