Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Patton’s Fund Picks, Pt. 1: Large-, Mid- and Small-Cap Stock Funds
By Mike PattonIn the first of a series of blogs, advisor Mike Patton shares his top picks in equity mutual funds, from small caps to large.
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.
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.
May 05, 2012
Altegris’ Sundt, Millennium’s Mauldin: ‘A Dangerous and Destructive Thing to Do’"Im sick of central banks messing in the markets," Mauldin says. 'Im sick of secular bear markets. All that stuff is bad, and it's about to be cleared out."
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.