Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Schwab Fund Fees Reduced
By Bob KeaneCharles Schwab Investment Management announced that it has made a permanent move to lower expenses, simplify share classes, and lower minimum investment levels to $100 for all of its Schwab equity index funds.
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.
February 19, 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.
February 05, 2009
Proposed bill would force hedge fund transparencySenators Chuck Grassley, R-Iowa, and Carl Levin, D-Mich., have introduced a bill that could require private funds with $50 million or more in assets to...