Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
401(k) Accounts See Further Growth
By Janet LevauxThe average account balance for U.S. workers consistently maintaining 401(k) accounts from 1999 through 2005 increased 50 percent -- to over $102,000 from about $67,800...
July 24, 2006
Portable Alpha Pays Off in PennsylvaniaPortable alpha strategies have paid off for the Pennsylvania State Employees' Retirement System, adding $780 million in net earnings from its January 2002 inception date. So it should come as no surprise that the program will essentially grow by roughly $2.2 billion.
May 22, 2006
S&P Scans Strongly Performing Funds of FundsStrongest first quarter in several years leads to increased monitoring of the sector
May 02, 2006
Swiss Funds Show Strength, Alternatives ShineThe Swiss fund market posted a strong increase in assets under management in the first quarter of 2006, according to data released yesterday by the Swiss Funds Association. Assets under management at funds covered by the statistics increased by 6.7%, or 35.8 billion CHF, to a record high of 572...
February 21, 2006
Manager Proposes Beta StrategyAs money managers continue searching for alpha, Alternative Investment Partners co-founder Lee Schultheis is focused on beta--on the Beta Hedged Strategies Fund, that is. As a follow-up to his three-year-old Alpha Hedged Strategies Fund, Mr. Schultheis is preparing his second hedge fund strategy that is slated to launch in March....
February 01, 2006
Silk PursesThe average mutual fund investor made money in 2005. Perhaps not as much as in 2004, but positive returns were the norm, nonetheless. On the...
January 26, 2006
South American Investments Appear Headed NorthWith skyrocketing inflation, unstable regimes, and other problems that have plagued South America in recent years fading from the picture, the outlook for investments in...