Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
These 10 Actively Managed Funds Beat S&P 500 for 15 Years: Morningstar
By Bernice NapachThey are relatively low cost and more than half have concentrated portfolios and low turnover.
April 12, 2017
Think Longevity, Not Just Performance, When Buying Actively Managed FundsThe SPIVA Scorecard from S&P Dow Jones Indices found that fewer than half of actively managed equity funds survived over 15 years.
March 24, 2017
Lipper Names Top Fund Managers of 2017A variety of groups top the overall categories, but two groups dominate in target date allocation.
March 21, 2017
Putnam Boosts Its Small-Cap Equity TeamThe small-cap market, being relatively inefficient, is an area where "you can really deliver" with the right investment, CIO Aaron Cooper says.
March 17, 2017
Rise of Non-Equity Funds Is Hedge Fund ‘Story of 2016’: Seward & KisselThirty-five percent of hedge funds rolled out last year employed non-equity-based investment strategies, according to a new study by Seward & Kissel.
March 06, 2017
GMO: How to Build a Better Target Date FundTDFs have solved the behavioral problem of getting investors to save for retirement but not the investment one, says Peter Chiappinelli of GMO.
March 02, 2017
Wells Fargo Warns Deeper Review May Uncover More Bogus AccountsAlso says banks used its tech for trade in sanctioned nations; it alerted authorities and is cooperating with DOJ inquiry.
February 07, 2017
4 Alternative Funds Win Medalist Rating: MorningstarThe research firm says these Bronze funds have specialized expertise guiding their powerful strategies.