Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
10 U.S. Stock Funds With Highest Excess Returns: Morningstar
By Dinah Wisenberg BrinThese funds have racked up persistently higher returns than market trends can explain, according to John Rekenthaler.
March 01, 2023
Active Funds Failed to Beat Passive Peers in 2022: MorningstarThe year challenged the notion that active funds navigate difficult markets better than their passive counterparts, Morningstar says.
January 26, 2023
T. Rowe Price AUM Slides Nearly 25% in 2022The firm noted it reduced headcount and took other cost-cutting measures last year.
January 23, 2023
WisdomTree to Launch 4 Funds Tied to Jeremy Siegel's InsightsThe new funds, available on an app, will be "blockchain-enabled."
December 22, 2022
Watch for These ETF Trends in 2023: Dave NadigVanguard could overtake BlackRock as the No. 1 ETF provider by April, he tells ThinkAdvisor.
December 21, 2022
The Top-Performing Stock Funds of 2022Value funds excelled this year, but growth funds topped Morningstar's lists for 3- and 5-year performance.
December 19, 2022
This Fund Giant Is Bleeding AssetsMore than $4 billion left the firm's passive funds in November, and active-fund outflows were even worse.
December 14, 2022
WisdomTree to Offer 10 'Digital Funds' Through New Mobile AppWhile the funds will hold traditional mutual fund assets, a secondary record of shares will sit on a blockchain.