Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Fiduciary Danger Lurks in Vanguard, Fidelity and T. Rowe TDFs, Book Warns
By Gil WeinreichNew book by Ron Surz and others warns against following the crowd with funds that over-allocate to equities, putting millions of Americans retirement at risk.
March 31, 2014
Hedge Investment Exposure With CurrencyETPs have democratized an ever-evolving range of exposures and strategies. This is especially true of foreign investments.
March 25, 2014
Top Rated Fund Families: A Morningstar Report CardMorningstar gives letter grades, from A to C, to the biggest fund groups, considering stewardship, manager tenure and performance.
March 13, 2014
Where Global Investors Put Their Money in 2013: MorningstarEquity funds saw the most inflows in most (but not all parts) of the world, which hurt bond fund groups like PIMCO, Morningstar said.
February 14, 2014
Eaton Vance Taps Goldman CIO as Equities Investing ChiefThe firm named Edward Perkin head of its equities group, which has about $39 billion in assets.
January 27, 2014
Equity Funds Up 7% in Q4’13Last year was certainly a good one for the markets, with the Dow Jones up 26.5% and the NASDAQ’s 38.32% boost. Overseas, Japan’s Nikkei 225…
January 12, 2014
U.S. Equity Funds Soared 32% in 2013: LipperDomestic funds had an amazing run in 2013, though some non-U.S. equity funds posted impressive results in the fourth quarter.
January 08, 2014
Russell 1000, S&P 500 to Rise in 2014: Russell InvestmentsThe research forecasts that equities will appreciate by about 5% in 2014, depending on corporate performance.