Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
'No Free Lunch' with Bonds
By Janet LevauxAfter a strong first quarter start (+2.17 percent), the Barclays Capital U.S. Aggregate Bond Index fell 1.02 percent in the second quarter and followed that...
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...
November 18, 2008
Putnam to Merge Six Equity Funds and Lay Off 47Bob Reynolds, the former Fidelity executive, has taken additional steps to make his mark upon Putnam Investments
November 10, 2008
Stock Fund Redemptions at Modest LevelDespite October redemption activity being high in the first two weeks of the month.