Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Investors Paid Lowest Fund and ETF Fees Ever in 2015: Morningstar
By Bernice NapachBut they're not necessarily paying the lowest overall investment costs when retirement plan fees and advisor fees are factored in, Morningstar says.
March 28, 2016
Passive Beats Active in ’15: ReportThe results of S&P Dow Jones Indices' latest study on fund performance may surprise investors and advisors.
March 23, 2016
Lipper Fund Awards: TIAA Investments, Thrivent Win Top Group HonorsMore than 300 funds collected awards for consistent returns over 3-, 5- and 10-year periods.
March 23, 2016
Some Active Funds Outperform ‘Misleading’ Industry Averages: FidelityFidelity's research identifies two filters that may help investors find better-performing active funds.
February 01, 2016
2015: Not a Great Year For Equity, Mixed ProductsEquity funds suffer their first one-year drop in four years, according to Lipper, declining nearly 3.5% on average in 2015. U.S. diversified-equity funds…
January 14, 2016
Top 5 Target Date Fund Families in 2015These fund families took in the most assets last year. Looking ahead, Ron Surz thinks this year could bring trouble for investors in 2015-dated funds.
January 04, 2016
Canadian M&A hits 8-year high on record outbound dealsCanadian firms, including pension funds, inked $281 billion worth of M&A deals through Dec. 30, up 34 percent.
December 29, 2015
Which Bob Doll Economic Predictions for 2015 Were Right or Wrong?The yearly predictions of Nuveens chief investment officer are closely watched by advisors and investors.