Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
It's Time For New Thinking On Asset Allocation For Retirees
By Mathew GreenwaldThere is a widely held view among financial advisors that seems sub-optimal. This is the idea that retirees' asset allocations should become increasingly conservative as ...
February 01, 2008
Experts Differ on Japan for '08From 2003 to 2006, investors were well served with Japanese equity funds. Then in 2007, the average Japanese equity fund posted a loss of 6.42%,...
February 01, 2008
Results Are in for Top Funds, Managers of 2007With 2008 shaping up to be a year with at least as much market uncertainty as 2007, several trends from last year may offer advisors...
January 01, 2008
Emerging Market Funds Lead Lipper PackFunds with a focus on China, Brazil, Latin America and India demonstrated consistently strong chart-topping performance through November 29, 2007, reports Lipper. And fund flows...
October 01, 2007
China, Other Funds Prove Their 'Metal'With market swings the name of the game since mid-July, there are positive year-to-date performance figures worthy of note. Equity markets in the world's developing...
October 01, 2007
Vanguard Price Cut for Big InvestorsFor investors with more than $100,000 at Vanguard, the news is good: reduced costs, broader services, and for the highest bracket, access to some mutual...
September 01, 2007
Diversifying by Vintage YearAnother important source of diversification in private equity is by vintage year. The private equity market is built around single-use, closed-end funds; so the capital...
August 27, 2007
July Fund Intake Reaches Almost $27 BillionMutual funds had net inflows of $26.7 billion in July, up from $2.7 billion in inflows a year earlier, according to the Financial Research Corp., ...