Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Russell 1000, S&P 500 indices to rise in 2014
By Warren S. HerschThe research forecasts that equities will appreciate by about 5 percent in 2014, depending on corporate performance.
December 08, 2013
Tapering Worries Dampen Fund FlowsTapering concerns outweigh equity gains as investors pull out of U.S. equity funds; some flows positive for country funds, dividend-focused products.
November 26, 2013
Euro equity income funds enjoy gainsEuropean equity income funds under management reached 180 billion in August 2013, up from 150 billion in 2012.
November 26, 2013
Euro equity income funds enjoy gainsEuropean equity income funds under management reached 180 billion in August 2013, up from 150 billion in 2012.
November 25, 2013
Inside the Curl: Investing from a Surfer’s PerspectiveI spent my vacation surfing in Indonesia this summer, which meant I spent a lot of time thinking about investing in alternatives. What does surfing have in common with alternatives? Plenty.
November 25, 2013
Target-Dates Up 5.3%; But Q3 Flows WeakenTarget-date funds returned 5.3% for the quarter, slightly better than the S&P 500’s 5.2%, according to the latest report issued by Morningstar-owned…
November 20, 2013
Neil Hennessy: Bullish on Market; on Washington, Not So MuchChairman of Hennessy Funds says American investors are still, understandably, on sidelines, but also argues that the time is right for equities.
November 13, 2013
Morningstar: Equity Funds Get Second-Biggest Boost This YearBond fund exodus hampered overall fund flows.