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
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.
March 12, 2012
Despite Strong Markets, Equity Funds See OutflowsWorldwide, bond funds grew by close to $7 billion.