Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
The Top 10 Trends in Wealth Management
By Kate McBrideBorrowing from David Letterman, we give you our "Top 10 Things That Have Wealth Managers Buzzing."
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.
September 14, 2010
August Fund Flows Up to Nearly $17 Billion, Morningstar ReportsMorningstar on Tuesday said flows into long-term mutual funds increased by more than 11% in August to $16.8 billion, with fixed-income funds receiving the majority of these assets.
September 10, 2010
J.P. Morgan Funds Introduces Research Equity Long/Short FundJ.P. Morgan Funds, the mutual fund arm of JPMorgan Chase & Co., has launched the JP Morgan Research Equity Long/Short Fund, the company announced Friday, September 10.
September 01, 2010
Target-Date Funds in FocusMorningstar has issued a series of target-date ratings and reports with data through the second quarter of 2010 for 20 of the largest target-date series...