Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Equity Funds, Bonds Poised for Better Third Quarter, Lipper Analysts Say
By Janet LevauxLipper research managers say the weak equity fund performance of the second quarter could be behind us and that fixed-income funds may continue to produce positive results this quarter.
June 29, 2010
Lipper Says Second Quarter Not Kind to Funds, MarketsAfter a decent first quarter, when stocks rose between 3.6% and 8.9% and many mutual funds showed strong returns, the markets and plenty of funds are back in the red in the second quarter through June 24, according to Lipper's preliminary data.
June 15, 2010
Putnam Investments to Launch Multi-Cap Equity FundsPutnam Investments announced Monday, June 14, that it will be launching a suite of three U.S. multi-cap equity funds, available by late September 2010.
June 01, 2010
Investors Leaving Money Markets, As Flows Go to Bonds, EquitiesAccording to the latest Lipper research, investors withdrew nearly $150 billion from money market funds in March, their 14th straight month of net redemptions. They...
June 01, 2010
The ETF Advisor: Utility ETFs Promise Low Volatility and Steady DividendsIn the aftermath of the stock market's two most gut wrenching years since the Great Depression, it's no secret that investors want stability and current...
May 20, 2010
Islamic Funds Boost Results, Latest Lipper Research ShowsIslamic equity funds, which invest in accordance with Islamic principles or Shariah law, ranged in performance from a boost of 28% for Russia funds to -3% for gold/precious metals.
May 20, 2010
Lipper Research Finds Islamic Funds' Results Are Sharply HigherIslamic funds invested in the Gulf Cooperation Council (or GCC, which includes several Arab states on the Persian Gulf) sharply improved their position in Lipper rankings, according to a recent report.
May 01, 2010
Positive Returns: Four Quarters in a Row"Equity funds strung together their fourth consecutive quarter of plus-side returns during first quarter 2010, posting a 4.64 percent return despite losing ground in January,"...