Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Lipper Fund Awards 2011 Go to MFS and Delaware as Best Overall Winners
By Joyce HansonLipper Fund Awards 2011 were announced at a ceremony in New York on Thursday, with MFS and Delaware Management winning as best overall groups.
March 03, 2011
Vanguard Tops January Fund Charts; Industry Inflows at $42 Billion, Says FRCIn January 2010, industrywide fund flows were under $28 billion, and in December 2010, they were just $7 billion
March 01, 2011
S&P Picks 3 Best Large-Cap Value Funds for 2011 OutperformanceThis year is a good one to invest in large-cap value funds, says a Standard & Poor’s Equity Strategy Group report that picks the three top funds in a field of nearly 500.
February 25, 2011
Asset Allocation: First Quadrant’s Ed Peters Favors Allocating by RiskRisk parity strategy allocates assets according to risk, not market cap, leading to ‘true diversification.’
February 22, 2011
Wealthiest Investors Heading Back to Stocks: Spectrem ReportMore than half of America’s wealthiest investors are eyeing a return to equities in 2011, says a report from Spectrem Group, led by George H. Walper Jr.
February 18, 2011
Art-Investment Partnerships Gaining VisibilityRecent returns and challenges have led to a growing interest in professionally managed art funds
February 14, 2011
Muni Bonds Fall for 13th Straight WeekMuni bond outflows reached $1.2 billion in the week ending Feb. 9, compared with $1.1 billion in the prior period. Net outflows since mid-November are at $21.67 billion.
February 01, 2011
S&P Picks Lowest-Cost, Highest Return S&P 500 Index FundsA Standard & Poor’s research group has examined 156 S&P 500 index funds and named the four lowest-cost performers in terms of expense ratios and total return.