Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Target-Date Funds in Focus
By Janet LevauxMorningstar 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...
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.
July 01, 2010
Experts Share Views on Diverse Global Growth(Hollywood, Fla.) International-stock funds have been outpacing their U.S. counterparts in early 2010, as they did in 2009. According to Morningstar, some $576 million flowed into...
June 29, 2010
Second Quarter Not Kind to Funds, Says LipperPrecious-metal funds, though, are up close to 12% for the quarter and nearly 13% for the year through June 24.