Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
TDFs Have Best Quarter Since 2010
By Danielle AndrusThe 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 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.
March 09, 2012
Watching the Fund FlowsIt's been a good couple of months for the American stock markets but mutual funds haven't been reaping the reward.
February 24, 2012
Target Funds Post Strong Q4, InflowsLast year ended with a strong quarter as U.S. equity markets recovered from a tough third quarter.
February 02, 2012
Worst 3 International Equity Funds to AvoidIn their rush to diversify their portfolios into international equity funds, investors need to slow down long enough to study what will maximize returns while reducing risk.