Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
‘Unloved’ Funds Investors Should Buy: Morningstar
By Melanie WaddellMorningstar shares its list of three unloved categories that investors should buy and three categories they should avoid.
November 21, 2016
The Benefits of a 50% Currency HedgeUsing the "hedge of least regret" discourages investors from trying to time currency moves.
November 02, 2016
Pensions, Endowments Reap Best Quarterly Returns Since 2014Larger funds posted a 3.7% median gain, Wilshire says; global equities boosted performance in first quarter.
September 26, 2016
Farmland: An Increasingly Popular Alternative InvestmentA report found that more investors are buying agricultural/farmland assets to diversify and profit from growing global demand for food.
September 19, 2016
Active U.S. Equity Funds Bled Cash in August: MorningstarActive U.S. equity funds continued to hemorrhage assets in August while their passive counterparts persisted in performing well.
September 15, 2016
Liquid Alts Eked Out Gain in AugustThe Wilshire Liquid Alternative Index returned 0.1% in August, underperforming the HFRX Global Hedge Fund Indexs return by five basis points.
August 15, 2016
Summer Brings $54.6B in Active Equity Fund Outflows: MorningstarStill, two fund groups are attracting assets to both their passive and active products, the research group says.
August 03, 2016
Myth: Active Management Can’t OutperformFidelitys latest research shows why investors may want to think twice before accepting industryaverage results as representative when it comes to choosing active funds.