Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Investors Showed Major Risk Aversion in 2018
By Ginger SzalaThe massive active-fund outflows in December were "striking," Morningstar's Kevin McDevitt told ThinkAdvisor.
November 13, 2018
Morningstar's October Winners & LosersMorningstar added ratings for four more SMAs.
November 05, 2018
Goldman Forecasts 5% Gain for S&P 500 in 2019The forecast is about three times what the index has gained ytd following the October rout.
October 25, 2018
A Simple Framework to Prepare for the Next Bear MarketThe aging bull market should push advisors to protect client gains. Alternative strategies can help. Here are some, demystified.
October 09, 2018
Morningstar's September Winners & LosersAnalysts assigned new ratings to four U.S. funds and — new as of last month — six SMAs.
October 01, 2018
When Does Stock Picking Work?High return dispersion and volatility are a stock picker's nirvana.
August 13, 2018
Identify the Best Active Equity FundsFunds that consistently pursue a narrowly defined investment strategy while taking high-conviction positions outperform.
August 13, 2018
Fidelity's No-Fee Funds Could Benefit Its CompetitorsIt popularizes the move to low-cost index funds, which helps firms like BlackRock and Vanguard, who could also match the move.