Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
8 New Funds From Top Managers: Morningstar
By Michael S. FischerAnalysts screened for open-end, active funds that share a manager with a fund carrying a Morningstar Silver or Gold Analyst Rating.
August 26, 2021
Vanguard Personal Advisor Services to Add 3 New Active Equity FundsOnce added, the mutual funds will be part of a five-fund equity offer from Vanguard PAS.
August 11, 2021
JPMorgan to Convert $10B in Mutual Funds to ETFsThe move follows Dimensional Fund Advisors' June conversion of $29 billion in mutual funds to four active equity ETFs.
July 08, 2021
DFA Plans Its First Bond ETFsThe firm is planning four bond ETFs — two investment grade, one TIPS ETF and one municipal fund.
June 22, 2021
Large Cap Equity Manager of the Year: Harbor Capital/Jennison AssociatesThe portfolio team looks at a longer-term horizon than others and at companies that create "true economic value."
June 16, 2021
U.S. Household Wealth Surged Despite COVID-19Wealthy and lower-income households gained, according to Fed data analyzed by ING.
June 03, 2021
Active Large-Cap Funds Just Had One of Their Best Months EverNearly 70% outperformed their Russell 1000 benchmark, according to Bank of America Securities.
June 01, 2021
Vanguard to Change Benchmarks for 3 Stock Dividend FundsVanguard will be switching benchmarks from Nasdaq indexes to S&P indexes in the third quarter of this year.