Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio Risk
By Ginger SzalaMorningstar's director of personal finance says advisors need to worry less about taxes and more about concentrated positions.
October 16, 2020
Vanguard's Head of U.S. Trading Is Retiring at Year-EndMichael Buek, who has been with Vanguard for 33 years, is also a principal of its U.S. Equity Index Group.
August 31, 2020
Active Equity Fund Investors Beat Indexers in Q2: DalbarThey withdrew less and invested more on a net basis compared to their passive fund counterparts.
July 07, 2020
Stocks Party Like It's 1999: LipperThese were the top-performing stock sectors for Q2, according to the research group.
May 20, 2020
Fund Flows Turned Positive in April, but Investors Favored SafetyThey favored money market funds above all others, Morningstar reported.
May 04, 2020
Mutual Fund, ETF Assets Ravaged by Double-Digit Declines in March: CerulliInvestors pumped $685 billion into money market funds, bringing assets to $4.3 trillion.
April 22, 2020
Fees, Trading Costs and Tax Impact on Fund PerformancePast performance doesn't predict future performance, but these updated benchmarks can provide better ways to help advisors judge funds.
April 09, 2020
Sustainable Funds Had a Record-Setting Q1: MorningstarSustainable funds kept adding money even as the coronavirus pandemic accelerated in March.