Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Top 'Go-To' Fund Leaders Among Advisors
By Melanie WaddellAmong 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.
October 22, 2010
The Top 10 Trends in Wealth ManagementBorrowing from David Letterman, we give you our "Top 10 Things That Have Wealth Managers Buzzing."
October 13, 2010
Morningstar: Funds Had $14.3 Billion Inflows in SeptemberFund flows reflect waning risk aversion in many categories, but not U.S. equities, the research group says
October 05, 2010
Morningstar Reclassifying Global Equity FundsMorningstar's new system will better reflect companies' sensitivity to "economic cycles."
October 04, 2010
Major Funds Improved 9% in September, 12% in Q3The KBW Fund Performance Tracker found that equity funds for the 21 asset managers it followed were up about 9.1% in September and roughly 12.2% in the third quarter.
September 26, 2010
Performance Trends May Indicate Risk-Adjusted Equity Fund Flows: KBW ReportCan the comparison of three-year risk-adjusted equity fund returns year over year predict fund flow trends?
September 22, 2010
NFF Report: Philanthropic Equity Benefits Nonprofit OrganizationsPhilanthropic equity can powerfully benefit the nonprofit sector, according to a new report from Nonprofit Finance Fund (NFF) released on Tuesday.
September 14, 2010
August Fund Flows Up to Nearly $17 BillionA bump in fund inflows, reports Morningstar, was led by fixed income in August.