Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Where the Wealthy Plan to Spend, Invest More in 2023
By Michael S. FischerIn a survey of investors with $2 million or more, 80% said they planned to spend more next year.
November 30, 2022
These 15 Funds Have Created the Most Wealth for Investors: MorningstarThese funds have created significant value where it counts: by increasing dollar value for shareholders.
November 16, 2022
Ric Edelman: Crypto Needs 'Adult Supervision'It's time for regulators and companies like Fidelity, run by "serious professionals," to step in, Edelman says.
November 08, 2022
How Fund Capital Gains Could Hurt Investors — Even With Market LossesMany funds have had redemptions due to market weakening in 2022 and have sold assets to meet demands for cash, explains Morningstar's Stephen Welsh.
October 19, 2022
Vanguard Funds Leak $3B in Rare Month of Net Outflows"Tumbling equity markets and declining bond prices made some investors head for the exits," Morningstar said.
October 12, 2022
8 Hard Market Challenges for the Rest of 2022When stock and bond bears roar together, it creates tricky challenges for advisors and investors, Integrated Financial Partners CIO Rob Brown says.
October 11, 2022
Vanguard Shakes Up International Explorer FundVanguard determined changes to the fund's advisory structure would best serve shareholders.
September 20, 2022
Active Funds Lag Passive Peers in Volatile Market: MorningstarOverall, an active fund had "below a coin flip's chance of surviving and outperforming its average passive peer."