Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Markets, Funds & Flows: Super Q1’13
By Janet LevauxThe Dow and S&P 500 indices reached all-time highs this first quarter of 2013, which boosted investor inflows and the performance of many equity fund categories, according to several reports released this week. The Dow Jones Industrial Average had returns of 11.25% for the quarter, while the S&P 500 returned...
April 23, 2013
Corporate pensions underfunded in 2012Strong investment returns and healthy employer contributions could not overcome low interest rates.
April 19, 2013
DoubleLine’s New Equity Fund Managers Grab ‘Opportunity of a Career’Now that DoubleLine is three years old, the Los Angeles-based fund firm has the stability and financial resources to take on a new challenge.
April 12, 2013
Mutual Fund Expense Ratios Continued Their Decline in 2012: ICIThe advocacy organization puts hard numbers behind a general sense of lower costs.
April 03, 2013
Market Drives Record Fund Flows, Higher Returns in Q1Equity funds strong performance leads to dramatic ETF flows in March.
March 29, 2013
Investors Shunning Most Emerging Markets, but TIMPs ShineAs first-quarter results start to roll in, some overseas markets are posting impressive equity market upticks.
March 22, 2013
Ouch! DoubleLine Raids TCW Again for More TalentThe focus has now turned to equity analysts, as the fixed-income shop makes a push to broaden its investment horizons.
March 01, 2013
Morningstar’s Most-Researched Investments Offer Up SurprisesAdvisors and institutional investors diverge on equities versus income, though everybody agrees on PIMCO Total Return.