Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
August Fund Flows Up to Nearly $17 Billion, Morningstar Reports
By Janet LevauxMorningstar 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.
August 13, 2010
Vanguard Removes AXA Rosenberg as Advisor on Three FundsVanguard announced Thursday, August 12, that AXA Rosenbwerg Investment Management will no longer serve as an advisor on three of the firm's fund products.
August 11, 2010
Mutual Fund Volatility Remains High, ReFlow Index ShowsReFlow Management Co., LLC recently introduced the ReFlow Fund Flow Volatility Index to help mutual fund managers track asset flows and fund performance.
August 10, 2010
Morningstar Issues New Research on Target-Date Fund PerformanceMorningstar 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 in the industry.
August 10, 2010
Morningstar Issues Latest Research on Target-Date Fund PerformanceThe Morningstar fund data shows that the industry average-expense ratio declined to 0.88 percent from 0.91 percent a year earlier for those target-date series that are at least 18 months old.
August 01, 2010
Funds Struggle in Second QuarterWith U.S. markets off roughly 6-13 percent in the second quarter of 2010, very few funds were able to carve out positive results, according to...
July 09, 2010
Equity Funds, Bonds Poised for Better Third QuarterLipper analysts see strong corporate earnings and recent flows into bond funds as good signs for the second half of 2010.
July 09, 2010
Equity Funds, Bonds Poised for Better Third Quarter, Lipper Analysts SayLipper research managers say the weak equity fund performance of the second quarter could be behind us and that fixed-income funds may continue to produce positive results this quarter.