Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Fund Investors Favored Taxable Bonds, International Equities in March
By Bernice NapachMutual funds saw overall net outflows in March for the first time this year, but taxable bond and international equities found favor with investors, while international equity ETFs took in $24 billion.
March 26, 2015
No Financial Sacrifice Required for Sustainable Investing, Morgan Stanley FindsSustainable equity mutual funds more than hold their own against traditional funds, according to the firm.
March 06, 2015
Participants Happy With 401(k) ChoicesA survey released in February by TIAA-CREF found that most retirement plan participants are happy with their investment choices, even if they arent familiar with all of them.
February 25, 2015
Gold bug Merk: The risks of goldIn the short term, gold introduces volatility, though in the long term the currency manager sees gold as a vital tool for investors.
February 25, 2015
Will managed volatility keep VA owners on trackThe usual advice for managing investment portfolios is to take a holistic approach and consider a clients holdings as an integrated whole.
February 24, 2015
Gold Bug Merk: The Risks of GoldAs a scientist examining the weaknesses of his hypothesis, Axel Merk takes a critical approach to gold to better appreciate its investing risks and rewards.
February 17, 2015
Investors Continue to Shun Equity Funds, PIMCOThe SPDR S&P 500 ETF had a 12% drop in assets in January alone, according to a Morningstar report.
February 13, 2015
Target Date Fund Inflows Not What They Used to Be: MorningstarGrowth of net new assets for target-date funds was just 1% in Q4'14 vs. 3% in Q3'14, according to Ibbotson Associates.