Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Yes, Closed-End Fund Yields Are High, but There’s a Catch
By Joyce Hanson"Not all yields are created equal," warns S&P Capital IQs Alec Young.
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.
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."