Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
What Bogle Thinks of ETFs; Gross vs. ‘Cult’; Paycheck Stress: October Research—Slideshow
By Editorial StaffThe 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...
July 16, 2012
Patton’s Fund Picks, Pt. 1: Large-, Mid- and Small-Cap Stock FundsIn the first of a series of blogs, advisor Mike Patton shares his top picks in equity mutual funds, from small caps to large.
July 07, 2012
Watch Out for Market ‘Surprises’ After Tough Q2: MorningstarThere were a few, select fund-group bright spots in the quarter, though, according to the data.
July 05, 2012
Vanguard Charitable Adds Investment Pools for International ExposureDonor-advised fund accounts in the Vanguard Charitable Endowment Program can now gain international exposure through three new investment pools the provider introduced July 3.
June 28, 2012
Reports of ‘Death of Equities’ Greatly Exaggerated: DFADimensional Fund Advisors vice president Weston Wellington found something awfully familiar about a recent article in the Financial Times.
June 27, 2012
Direxion Adjusts Risk ControlsBoston-based Direxion Shares made changes to the investment strategy for the Direxion S&P 1500 RC Volatility Response Shares (VSPR), Direxion S&P 500 RC Volatility Response Shares (VSPY) and Direxion S&P Latin America 40 RC Volatility Response Shares (VLAT).
May 24, 2012
Highlights of Q1 Target-Date ReportThe average return for target-date funds during the first quarter of 2012 was close to 9%, which is about 3.5% below the S&P 500 Index
May 17, 2012
Hybrid Funds Are on FireIt hasnt gotten a lot of notice from the mainstream financial press, but hybrid funds have become, by some measures, more popular than good old-fashioned equity mutual funds.