Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Closed-End Funds’ Month to Shine
By Janet LevauxJuly began with a good jobs report, followed by more worries over Federal Reserve “tapering” and a jump in oil prices. Still, the equity…
August 10, 2013
Target-Date Funds Post ‘Respectable’ Results: IbbotsonThe 12-month and Q2 performance of these funds, on average, is between that of high-flying equities and weakening bond funds, according to the research group.
August 06, 2013
Signs of ‘Great Rotation’ as Inflows Hit Record for U.S. Equity FundsAs PIMCO and DoubleLine see outflows, TrimTabs CEO David Santschi says the strong enthusiasm for equities should give contrarians pause.
August 01, 2013
3 Benefits of a ‘Complicated’ Covered Call StrategyPut options and solid cash flow provide cushion in market decreases, says hedge fund manager Marty Sass.
July 19, 2013
TrimTabs Reports Record Flows Into Equity FundsThe strong enthusiasm for equities should give contrarians pause, TrimTabs CEO David Santschi said. Four of the 10 largest inflows into U.S. equity funds occurred at the peak of the technology bubble in early 2000.
July 08, 2013
Equity, Bond Flows Bounce Back in Early JulyNew views on quantitative easing bring investors back into the markets, EPFR Global reports
June 12, 2013
401(k) Expenses Dropped in 2012: ICIThe expenses that 401(k) plan participants incurred for investing in long-term mutual funds fell in 2012, consistent with the downward trend of the past decade and a half, according to a just-released report by ICI.
May 08, 2013
U.S. Recovers as the World Watches: SchrodersU.S. investors are well acquainted with market uncertainty and the wobbly economic recovery, but theyve got nothing on worried investors elsewhere in the world.