Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Schwab’s Kleintop: 7 Big Developments for Advisors to Watch
By James J. GreenThe global strategist tells ThinkAdvisor what he sees for China and Europe and how the world's central banks will react when the Fed hikes rates.
July 23, 2015
Millennials have a ton of stock. They just don't know itAs more employers automatically enroll new employees in 401(k) plans, they are increasingly putting them in target-date funds, also called lifestyle funds.
July 12, 2015
Mutual Fund Performance in Q2 Barely in the Black: LipperGlobal stocks beat U.S. equities in the second quarter; mixed-asset funds head into the red.
July 07, 2015
The hugely profitable, wholly legal way to game the stock marketTraders are simply buying stocks before theyre added to the indexes that, by definition, index funds must track.
July 07, 2015
The hugely profitable, wholly legal way to game the stock marketTraders are simply buying stocks before theyre added to the indexes that, by definition, index funds must track.
May 14, 2015
Fidelity: How Big, Cheap and Active Beats PassiveA basis point here, a basis point there, and pretty soon youre talking real money.
May 04, 2015
TDF Returns in Focus: MorningstarMorningstar has issued its 2015 Target-Date Fund Landscape Report, which shows that asset-weighted average investor returns of target-date funds are 1.1…
May 04, 2015
Lipper Names Top Fund GroupsThomson Reuters has named the winners of the Lipper U.S. Fund Awards for 2015. The select group of fund families was recognized recently at a ceremony…