Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Citigroup Completes $230 Million Primerica Sale
By staff WriterPrimerica Inc. announced a subsidiary of Citigroup Inc. has sold about 16 million shares of Primerica common stock to private equity funds managed by Warburg Pincus L.L.C.
March 24, 2010
Broad Equity Funds, Markets Up in Q1'10A preliminary analysis put out by Lipper shows that U.S. diversified equity funds kept pace with the stock markets in the first three months of 2010
February 01, 2010
Strong Fund Returns in '09, Best Since '03, Lipper SaysThe returns of mutual funds in 2009 are in, and according to Lipper, performance was stellar. World equity funds (up 42.38 percent) posted their...
January 20, 2010
Equity Funds Moving UpInvestors were still very much drawn to bond funds late in 2009. But stock funds improved their performance and some global funds drew new interest.
January 05, 2010
When You Wish Upon a StarFew accolades matter as much to a mutual fund as Morningstar's five-star designation. But, whether an investor can expect higher returns from higher rated funds is an important question.
January 01, 2010
Markets, Funds Come BackFlows into emerging-market equity and the riskier bond fund groups have been losing momentum in early December, according to EPFR Global of Boston. At the...
January 01, 2010
Fund Assets, Ratios Hurt in early 2009, Recent Lipper Research ShowsLipper's fall report, "The Halfway Point," outlines changes to open-end fund expense ratios over the eight-month period from the end of October 2008 through...
November 24, 2009
A Closer Look at the Housing NumbersLike most pragmatic folks, I'm used to the divergence between perception and reality. But when the numbers and the intent fail to confirm one another, the skeptic in me tends to surface.