Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Schwab ETF Assets Up 30% Year on Year
By Michael S. FischerSecond-quarter Schwab ETF flows amounted to $5.2 billion, up 9% from the first quarter, the bulk flowing into equities.
June 30, 2014
Not All Dividends and Dividend ETFs Are AlikeAll yield-generating vehicles, individual issues and ETPs have risks or vulnerabilities that must be understood.
June 18, 2014
Morningstar Goes to CashMorningstar is concerned enough about valuations in U.S. markets that the firms chief investment officer is keeping his unconstrained portfolio at 40% cash.
May 27, 2014
Flows Fluctuate in Early ‘14Retail investors committed about $1.6 billion to stock mutual funds in early May, continuing a trend that has been in place for the past few months. Meanwhile,…
May 19, 2014
Investors grow nervous as Nasdaq rout sends cash to 2012 highInvestors pulled $7.7 billion out of U.S. equity ETFs in the first half of May, data compiled by Bloomberg show.
May 19, 2014
Investors grow nervous as Nasdaq rout sends cash to 2012 highInvestors pulled $7.7 billion out of U.S. equity ETFs in the first half of May, data compiled by Bloomberg show.
May 08, 2014
As clients age, stock up on stocksAt IMCA, Michael Kitces discusses value of rising equity glide path.
May 06, 2014
As Clients Age, Stock Up on Stocks: KitcesTraditional wisdom dictates that clients allocation to equities should decline as they get older, but Michael Kitces questions this strategy.