Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Strategic Insight: exchange-traded funds top $1.3 trillion in November
By Warren S. HerschNet new flows of assets into ETFs reached $14 billion in November. These included domestic equity funds ($4 billion), international equity funds ($5 billion), taxable bond funds ($5 billion) and tax-free bond funds ($0.5 billion).
November 15, 2012
A Bullish Neil Hennessy Thinks Now Is the Time for EquitiesAcquisition of FBR mutual funds shows his firms own belief in stocks; when interest rates rise, investors in fixed income will be "killed."
October 30, 2012
Survey: more people cite public equities as favorite asset class for investingMore people this year than in 2011 cite public equities as their favorite investment by asset class because of healthy returns on the vehicles, according to new research.
October 30, 2012
Survey: more people cite public equities as favorite asset class for investingMore people this year than in 2011 cite public equities as their favorite investment by asset class because of healthy returns on the vehicles, according to new research.
October 29, 2012
Ultrawealthy Tiger 21 Members Favor Equity InvestmentsThe annual Tiger 21 Member Favorites Survey, released Friday, shows that public equities again ranked as favorite investment of the 200-strong ultrawealthy peer group.
September 25, 2012
Whatever Happened to U.S. Stock Funds?Flows out of U.S. equity funds such as Robert Zagunis' 20-year-old Jensen Quality Growth Fund can stem more from investor fear than fund quality.
September 25, 2012
What Bogle Thinks of ETFs; Gross vs. ‘Cult’; Paycheck Stress: October Research—SlideshowThe October issue of Research deals with formidable personalities and controversial issues. Cover story "How John Bogle Really Sees ETFs" covers the Vanguard founder's view of the exchange-traded fund field and its evolution. Feature article "Bill Gross vs. the Equity Cult" analyzes the bond maven's pessimism about equity returns.In feature...
August 23, 2012
Target-Date Results Falling BehindThe second quarter wasnt kind to the markets or target-date funds, according to Ibbotson Associates.