Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Worst 3 International Equity Funds to Avoid
By Joyce HansonIn 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.
January 23, 2012
Target-Date Funds Beat Q3 Returns, End 2011 Down: IbbotsonTarget-date funds struggled to recover from volatility left over from a 'very tough third quarter,' according to the Ibbotson Target Maturity Report, released Monday.
January 05, 2012
Equity Funds Off 6% in ’11: Lipper ReportsThe last few months of 2011 entailed sovereign-debt issues in Europe, partisan gridlock and other tough scenarios, but the average equity fund still rose 8.73% in the fourth quarter, according to Lipper.
January 04, 2012
Flight to Safety Benefited Government and Agency Closed-End FundsIn November, closed-end fund investors flocked to governments and agencies, narrowing the discount, RiverNorth reports
November 23, 2011
Top Funds for Tough MarketsThe fund research team at S&P Capital IQ says that thanks to a nice market uptick in October, the S&P 500 Index was back in the black on a year-to-date basis through Oct. 28, rising 2.2 percent. The teams latest report, authored by Todd Rosenbluth, notes that these market gains...
October 26, 2011
Funds Decline Nearly 17.5 percent in Q3’11In the third quarter of 2011, equity funds posted declining results for the second quarter in a row and dropped 17.44 percent, reports Lipper, with world-equity funds (20.44 percent) trailing three other broad Lipper categories: mixed-equity funds (10.08 percent), U.S. diversified-equity funds (16.67 percent) and sector-equity Funds (15.36 percent). The...
October 12, 2011
SEC Advances Volcker RuleA day after being approved by the FDIC, the SEC approved the proposed rule implementing the Volcker rule, mandated under Section 619 of Dodd-Frank.
October 07, 2011
$20 Billion Seen in Weekly Fund Outflows, Report SaysEight of the nine major equity fund groups tracked by EPFR Global posted outflows during the week ending Oct. 5, the research group said Friday, as did six of the seven major fixed-income fund groups and five of the nine major sector fund groups that include ETFs.