Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
SEC Advances Volcker Rule
By Melanie WaddellA day after being approved by the FDIC, the SEC approved the proposed rule implementing the Volcker rule, mandated under Section 619 of Dodd-Frank.
September 19, 2011
S&P Capital IQ Names Finalists for Mutual Fund AwardsS&P Capital IQ announced Monday the 30 finalists in its second annual U.S. Mutual Fund Excellence Awards Program, with 11 of those funds making a repeat appearance since last year.
September 13, 2011
PIMCO’s Kashkari: Buy Equities on Dividends and EarningsNeel Kashkari, the new head of global equities for PIMCO, said investors should turn to equities as an attractive asset class, and three factors made the class a winner: multiples, earnings, and dividends.
August 29, 2011
Correlations Augur for Asset Class DiversificationA recent article in The Wall Street Journal supports our earlier assertion that equity sectors are becoming highly correlated.
July 26, 2011
DB Tackles Currency VolatilityFalling dollar got you worried? Five new Deutsche Bank ETFs offer hedged exposure to various global currencies. The new ETFs, along with their corresponding…
July 26, 2011
Equity Funds Drop 0.20 percent in ‘Q2In the second quarter of 2011, investors focused their attention on weaker economic growth, continuing sovereign debt concerns in Europe and supply-chain…
July 20, 2011
'Nervous Investors' Redeem $42 Billion From Funds in JuneEquity funds saw $22 billion in outflows, but bond funds drew $21 billion.
June 16, 2011
Schwab Focuses on 2012 Cost-Basis Regs for Funds and DRIPs; 1099-B ChangeLatest MKT report discusses how advisors should talk to clients on new IRS reporting requirements for 2012, along with change in Form 1099-B.