Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Mercer Report: Growth Funds Outdo Value
By Melanie WaddellFirst quarter also shows losses in all equity markets
April 20, 2009
S&P: Indices repeatedly outperform actively managed funds"The belief that bear markets strongly favor active management is a myth," says Srikant Dash, global head of research and design at Standard & Poor's....
April 01, 2009
iShares May Go to CVC CapitalBarclays Plc has said it's in exclusive talks to sell the iShares exchange-traded funds unit to CVC Capital Partners Ltd. of London, according to Bloomberg and other news sources. The sale price for an 80-percent stake may be about $4.3 billion
April 01, 2009
Study Spotlights Target-Date InvestorsTarget-date or life-cycle funds, which automatically rebalance over time, are being used by more than one-third of investors, according to the Employee Benefit Research Institute,...
April 01, 2009
How We Chose the WinnersThis is the fifth year that Investment Advisor and Prima Capital have selected the best separate accounts. Nathan Behan, Prima Capital's director of research, and...
March 26, 2009
FRC: Fund Assets ShrinkU.S. stock and bond mutual funds lost $18 billion more in assets in February than they attracted.
March 01, 2009
WisdomTree Renames FundsNew York-based Wisdom Tree Investments has changed the names of six of its stock ETFs to include "equity income fund." "The equity income name better articulates...
February 20, 2009
Reverse mortgages for income? The jury is still splitSupporters of reverse mortgages say the product provide a simple way for older Americans to tap needed funds for retirement income purposes. But two advisors are less enthusiastic about the product.