Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Top Equity Fund Performers: T. Rowe, Invesco, Franklin
By Joyce HansonT. Rowe Price, Invesco and Franklin Resources stood out as top performers but Janus and AllianceBernstein ranked poorly in a KBW report on equity fund returns.
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.
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.