Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Active Equity Funds Still Trailing Passive Indexes
By Bernice NapachMore than half of active U.S. equity funds underperformed their indexes in the year ended June 30, S&P Dow Jones Indices reports.
August 11, 2021
JPMorgan to Convert $10B in Mutual Funds to ETFsThe move follows Dimensional Fund Advisors' June conversion of $29 billion in mutual funds to four active equity ETFs.
July 08, 2021
DFA Plans Its First Bond ETFsThe firm is planning four bond ETFs — two investment grade, one TIPS ETF and one municipal fund.
June 22, 2021
Large Cap Equity Manager of the Year: Harbor Capital/Jennison AssociatesThe portfolio team looks at a longer-term horizon than others and at companies that create "true economic value."
June 16, 2021
U.S. Household Wealth Surged Despite COVID-19Wealthy and lower-income households gained, according to Fed data analyzed by ING.
June 03, 2021
Active Large-Cap Funds Just Had One of Their Best Months EverNearly 70% outperformed their Russell 1000 benchmark, according to Bank of America Securities.
June 01, 2021
Vanguard to Change Benchmarks for 3 Stock Dividend FundsVanguard will be switching benchmarks from Nasdaq indexes to S&P indexes in the third quarter of this year.
April 30, 2021
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio RiskMorningstar's director of personal finance says advisors need to worry less about taxes and more about concentrated positions.