Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Morningstar Goes to Cash
By Gil WeinreichMorningstar is concerned enough about valuations in U.S. markets that the firms chief investment officer is keeping his unconstrained portfolio at 40% cash.
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…
April 24, 2014
Fiduciary Danger Lurks in Vanguard, Fidelity and T. Rowe TDFs, Book WarnsNew 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.
April 15, 2014
Investors Return to Bond Market, but Not to PIMCO: MorningstarMeanwhile, Vanguard dominates inflows for both March and the first quarter.
April 03, 2014
SEC Seeks Comments on Target-Date Fund MarketingThe SEC is seeking comment on a recommendation that it develop a target-date glide path illustration.