Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Vanguard Tops January Fund Charts; Industry Inflows at $42 Billion, Says FRC
By Janet LevauxIn January 2010, industrywide fund flows were under $28 billion, and in December 2010, they were just $7 billion
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.
January 31, 2011
Q4 Growth Drives 2010 Equity Returns: IbbotsonTarget maturity funds enjoyed their "second great year in a row," according to the Ibbotson Target Maturity Report for the fourth quarter of 2010.
January 27, 2011
2010 Q4 Earnings: Invesco Profits Rise 44% in Mixed PerformanceInvesco reported higher Q4 earnings but disappointed analysts as stronger stock market results were tempered by fallout from the acquisition of Morgan Stanley’s mutual-funds business.
January 23, 2011
Spotlight on Natural Resource FundsAn S&P analyst says these funds are worth considering as commodity prices move up