Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Broad Equity Funds, Markets Up in Q1'10
By Janet LevauxA 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
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.
November 01, 2009
Funds See Strong Third Quarter '09 Results, Lipper SaysEquity funds had three consecutive months of positive returns, their strongest third quarter (+16.79 percent) in over 30 years, according to Tom Roseen, Lipper's...
September 16, 2009
Time to Consider Reverse Mortgages?Recent declines in portfolio values have left retirees stuck between reducing withdrawals and increasing the risk of portfolio depletion. But some may want to consult with an advisor about accessing that equity through a reverse mortgage.
September 07, 2009
What Can Currency ETFs do for Your Clients?It was 17 years ago that George Soros wagered $10 billion that the Bank of England (BOE) couldn't maintain the value of the British pound--and won.