Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Reverse mortgages for income? The jury is still split
By Jim ConnollySupporters 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.
February 01, 2009
Lipper Says "Ouch" as Equity Funds Post Poor ReturnsLast year, equity funds posted their worst one-year return (-39.54 percent) in Lipper's database, which began in 1959, notes Tom Roseen, senior research analyst of...
February 01, 2009
Vanguard Study Finds Plans BeneficialRecent volatility in the equity markets has caused fear among some politicians and other observers that 401(k) investors may be too aggressively invested. On the...
January 01, 2009
New Tool Examines Target-Date FundsAccording to the Investment Company Institute, lifecycle funds or target-date funds (TDFs) have continued to grow. The funds managed $185 billion at the end of...
December 18, 2008
First-time analysis provides data on lifecycle fund utilizationThe EBRI/ICI database, a joint project of the two organizations since 1996, has measured 401(k) plan asset allocation, account balances, and loan activity over time....
December 11, 2008
Take a chance on foreign fundsNo one's had an easy time this year, and international-stock funds are no exception, writes William Samuel Rocco of Morningstar. Currency and valuation are just...
December 01, 2008
As Indexes Plunge, Investors FleeThe major U.S. equity indexes are down about 35 percent or more through October 23, reports Lipper, after declining 11 percent or more in the...
November 19, 2008
More failings from the PBGC brain trustI point to an excellent, and extremely scary, post (as if we needed more) at The Baseline Scenario blog. James Kwak updates us as to...