Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
These 15 Funds Have Created the Most Wealth for Investors: Morningstar
By Michael S. FischerThese funds have created significant value where it counts: by increasing dollar value for shareholders.
October 19, 2022
Vanguard Funds Leak $3B in Rare Month of Net Outflows"Tumbling equity markets and declining bond prices made some investors head for the exits," Morningstar said.
October 12, 2022
8 Hard Market Challenges for the Rest of 2022When stock and bond bears roar together, it creates tricky challenges for advisors and investors, Integrated Financial Partners CIO Rob Brown says.
October 11, 2022
Vanguard Shakes Up International Explorer FundVanguard determined changes to the fund's advisory structure would best serve shareholders.
September 20, 2022
Active Funds Lag Passive Peers in Volatile Market: MorningstarOverall, an active fund had "below a coin flip's chance of surviving and outperforming its average passive peer."
August 24, 2022
6 Investment Picks for Taxable AccountsTax bracket is important to consider when locating assets, said Morningstar's Christine Benz.
July 25, 2022
In Rocky Markets, Female Fund Managers Take Less Risk for Same Performance as Men: StudyMale-managed portfolios have higher total risk when sentiment is bad, according to recent research.
July 18, 2022
Morgan Stanley, Goldman Say Stocks Have Yet to Find a BottomAlso, JPMorgan strategists say that markets could experience more challenging earnings-related news over the summer.