Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Top 15 Mid-Cap Funds in Defined Contribution Plans
By John SullivanResearch firm BrightScope announced Tuesday the top 15 mid-cap funds in the defined contribution industry.
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.
June 13, 2011
Global X Funds’ Dividend ETF Attracts Huge Trading VolumeGlobal X Funds announced that its SuperDividend ETF is among those that generated the highest volume on their first day of trading in 2011.
May 19, 2011
What Do Young DC Plan Participants Favor? Vanguard Tells AllVanguard survey finds target-date funds, auto-enrollment contributed to higher allocations to equities among all ages.