Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
The Volatile Ride of Closed-End Funds in 2010
By Patrick W. GalleyBut a healthy increase for the year—to $5.9 billion—in closed-end fund IPOs.
January 01, 2011
Transamerica Principium IIAs insurance companies continue de-risking their annuity products, by effectively reducing guarantees, only a handful of companies marketing guaranteed…
December 15, 2010
Mutual Fund Flows for November: Bonds Slow, Equities ImproveKBW analysts forecast weaker flows for December, but a comeback in 2011.
December 05, 2010
Why Closed-End Funds Provide Good Entrée into MLPsClosed-end funds in the U.S. equity space still trade at attractive discounts
November 15, 2010
Institutional Assets Are Bouncing Back, the Conference Board Says2009 saw recovery to levels seen before the crisis, though asset mix differs.
November 15, 2010
Top 'Go-To' Fund Leaders Among AdvisorsAmong advisors seeking domestic large-cap funds, American Funds is the sole "go-to" leader, while Fidelity Investments and Franklin Templeton are close competitors to American Funds when it comes to advisors' use of mid-cap and small-cap asset classes.
November 01, 2010
Fund Results: Strong Third QuarterThe KBW Fund Performance Tracker found that equity funds for the 21 asset managers it followed were up about 9.1 percent in September and roughly...
October 28, 2010
Ibbotson Report Shows Q3 Equities ReboundedIbbotson Associates, a subsidiary of Morningstar, released a report on Tuesday that found equity markets rebounded in third-quarter 2010.