Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Funds Gain $6.5 Billion in Net Flows for Week
By Janet LevauxLipper says domestic equity funds had inflows of $1.3 billion for week ending March 30.
March 23, 2011
Top Equity Fund Performers: T. Rowe, Invesco, FranklinT. Rowe Price, Invesco and Franklin Resources stood out as top performers but Janus and AllianceBernstein ranked poorly in a KBW report on equity fund returns.
March 03, 2011
Vanguard Tops January Fund Charts; Industry Inflows at $42 Billion, Says FRCIn January 2010, industrywide fund flows were under $28 billion, and in December 2010, they were just $7 billion
March 01, 2011
S&P Picks 3 Best Large-Cap Value Funds for 2011 OutperformanceThis year is a good one to invest in large-cap value funds, says a Standard & Poor’s Equity Strategy Group report that picks the three top funds in a field of nearly 500.
February 25, 2011
Asset Allocation: First Quadrant’s Ed Peters Favors Allocating by RiskRisk parity strategy allocates assets according to risk, not market cap, leading to ‘true diversification.’
February 22, 2011
Wealthiest Investors Heading Back to Stocks: Spectrem ReportMore than half of America’s wealthiest investors are eyeing a return to equities in 2011, says a report from Spectrem Group, led by George H. Walper Jr.
February 18, 2011
Art-Investment Partnerships Gaining VisibilityRecent returns and challenges have led to a growing interest in professionally managed art funds
February 14, 2011
Muni Bonds Fall for 13th Straight WeekMuni bond outflows reached $1.2 billion in the week ending Feb. 9, compared with $1.1 billion in the prior period. Net outflows since mid-November are at $21.67 billion.