Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Morningstar: Equity Funds Get Second-Biggest Boost This Year
By John SullivanBond fund exodus hampered overall fund flows.
October 28, 2013
Phillips to Leave Morningstar Research PostDon Phillips will be stepping down as head of Morningstar’s Research group after the first of the year, the company says. Haywood Kelly, currently…
October 28, 2013
Mixed Q3 News for Equities, BondsLong-term mutual funds had $2.5 billion of inflows in September, according to Morningstar, as international equities attracted investors. On the downside,…
October 28, 2013
RCS to Buy Investors Cap; Advisor Group Names New CEORCS Capital Corp., founded by real estate mogul Nicholas Schorsch, has filed the paperwork to purchase the independent broker-dealer Investors Capital…
October 14, 2013
International Stocks Win, Munis Lose in September: MorningstarPlus, equity funds improved 7% in Q3, according to Lippers latest report.
October 11, 2013
Youngest IRA owners are most extreme investorsRoth and traditional IRA owners had allocated in 2011 more than 90 percent of their investments into equities or more than 90 percent of funds into money.
October 08, 2013
Don Phillips to Step Down as Head of Morningstar's Research Group"Id like to step back, but I still want to contribute to Morningstars success," says Phillips, who will be replaced in his position in January 2014.
October 02, 2013
Billionaire Schorsch to Buy Investors Capital, Hatteras FundsReal estate mogul Nicholas Schorsch continued his acquisition spree with the announcement that RCS would buy the IBD Investors Capital.