Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Schwab Focuses on 2012 Cost-Basis Regs for Funds and DRIPs; 1099-B Change
By James J. GreenLatest MKT report discusses how advisors should talk to clients on new IRS reporting requirements for 2012, along with change in Form 1099-B.
May 18, 2011
Closed-End Funds Present Investing Opportunities, and PitfallsCE funds had a strong April and have returned more than 25% over the past year, but rising short-term interest rates are a risk to watch
May 16, 2011
Fund Flows Positive in April: KBWNet mutual fund flows, both for equity and for fixed income funds, were solidly positive in April, according to data released Friday by Keefe, Bruyette & Woods. Emerging markets saw strong inflows and muni funds were still on the outflow, although that has slowed somewhat.
May 16, 2011
Clients Seek Advisors' Help in Hedging Risk: Aberdeen, Options Council SurveysInvestors’ growing risk appetite has advisors making more aggressive market plays, Aberdeen Asset Management and Options Industry Council surveys show.
May 10, 2011
Morningstar Announces New Fund Categories to Better Classify AlternativesTo better classify alternative investments, Morningstar has added 10 new alternative investment categories within the Morningstar Category classification system.
May 01, 2011
Equity Funds Have Strong Q1’11, Lipper Data & Analysis ShowEquity funds posted their third consecutive quarter of plus-side returns, gaining 5.14% in the first quarter of 2011, reports Tom Roseen.
April 19, 2011
Hybrid Funds See Record FlowsAssets reach highest point since ICI's data tracking began in 1984.
April 14, 2011
Equity Funds Have Strong Q1 in ’11Equity mutual funds grew by $50 billion in the first three months of 2011, as fixed-income funds attracted more than $34 billion.