Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Ibbotson Report Shows Q3 Equities Rebounded
By Danielle AndrusIbbotson Associates, a subsidiary of Morningstar, released a report on Tuesday that found equity markets rebounded in third-quarter 2010.
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.
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.