Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Hybrid Funds Are on Fire
By Tom NawrockiIt 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.
April 25, 2012
Target-Date Funds Dominate 401(k) PlansClose to one in four 401(k) investors have their assets allocated solely in target-date funds a six-fold increase over the past five years, according to new Vanguard research.
April 25, 2012
TDFs Have Best Quarter Since 2010The average return for target maturity funds last quarter came in 3.5% under the S&P 500 at nearly 9%, but beat the BarCap U.S. Aggregate Bond Index by over 8.5%, according to the Ibbotson Target Maturity Report.
March 20, 2012
Bonds Still Going Strong; Equity Flows Bounce BackBond inflows just set a weekly record at close to $7.6 billion, despite signs that some fixed-income returns are faltering, EPFR Global said Monday.
March 16, 2012
Strategic Insight Tracks Investor Net Inflows of $46 Billion in February 2012An uptick in confidence amid positive indicators on the economy meant that investors cautiously put an estimated $46 billion in net inflows into stock and bond mutual funds in the US in February 2012, a new report discloses.
March 16, 2012
Strategic Insight Tracks Investor Net Inflows of $46 Billion in February 2012An uptick in confidence amid positive indicators on the economy meant that investors cautiously put an estimated $46 billion in net inflows into stock and bond mutual funds in the US in February 2012, a new report discloses.
March 14, 2012
1 in 4 401(k) Participants Invest Solely in TDFsNearly a quarter of 401(k) participants invest solely in target-date fundsa six-fold increase over the past five years, according to new Vanguard research.
March 14, 2012
1 in 4 401(k) Participants Invest Solely in TDFsNearly a quarter of 401(k) participants invest solely in target-date fundsa six-fold increase over the past five years, according to new Vanguard research.