Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
College Endowments Seen Posting Worst Returns Since 2009
By Janet Lorin, Martin Z. BraunFunds with more than $500 million lost 0.73%, Wilshire says; universities set to report fiscal 2016 returns in the fall.
June 17, 2016
Passive Funds Trounce Active Rivals in May: MorningstarMeanwhile, PIMCO has a bit of good news as investors move into fixed income products.
June 07, 2016
T. Rowe Price to Pay $194M Over Botched Dell Proxy VoteThe hit could trim some $0.46 per share off the fund family's Q2 earnings, it says.
May 31, 2016
Market Timing Costs Investors Big: DalbarBehavioral missteps and fees caused the average stock investor to underperform the S&P 500 by more than 3 percentage points in 2015, Dalbar found.
May 23, 2016
Fund Fees Are Down (& Popular)According to Morningstar, investors last year paid the lowest-ever average fees for mutual fund and ETF assets. “Fees in the asset management industry…
May 20, 2016
Liquid Alternatives Build on Big March GainLiquid alternatives started the second quarter on a positive note as the Wilshire Liquid Alternative Index returned 0.6% in April.
May 09, 2016
Low Mutual Fund Fees Predict Higher Returns: MorningstarThe expense ratio of funds is "the most proven predictor of future fund returns," according to Morningstar's Russel Kinnel.
May 03, 2016
DC Plan Participants Prefer Equities, Target-Date FundsA report from EBRI and ICI shows investors have more 401(k) assets invested in equities than before the financial crisis.