Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Some Good News About Actively Managed Funds
By Bernice NapachActively managed large-cap core equity funds in July experienced their best performance in nearly five years compared to their benchmarks, according to Merrill.
July 19, 2018
Index Funds Are Going to Be Just FineInflows have slowed? Actively managed funds would like to have that problem.
July 13, 2018
Morningstar's June Winners & LosersMorningstar assigned new ratings to seven funds and upgraded ratings for 10 funds.
July 03, 2018
Emerging-Market Carnage Sidesteps IndiaThe nation's benchmark S&P BSE Sensex Index rose 7.5% the second quarter in local-currency terms, the best performance among developing nations.
April 30, 2018
Mutual Fund and ETF Fees Fall to Record Lows: MorningstarMorningstar's annual fund fee study shows an 8% year-over-year drop, the biggest in 17 years.
April 10, 2018
Morningstar's March Winners & LosersMorningstar assigned new analyst ratings to nine U.S. funds, as well as upgraded and downgraded seven funds respectively.
March 27, 2018
Take the Long View When Choosing Active Funds: MorningstarA new Morningstar study shows that investors who focus on 3-, 5- and 10-year returns are missing the whole story.
March 19, 2018
Morningstar's February Winners & LosersMorningstar medalists currently account for approximately 6% of unique mutual funds available for sale.