Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
FRC: Fund Flows Improve
By Staff WriterMutual fund net inflows increased to $35 billion in February, up from about $18 billion in February 2009, the Financial Research Corp. reports.
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.
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.