Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Market Crisis? For Best Results, Ride It Out: Dalbar
By Ginger SzalaDalbar looked at 10 periods of market turmoil to see whether investors fared better by taking action or staying put.
February 12, 2020
BlackRock Ousts Vanguard as Top Firm for Fund InflowsFidelity places third, according to Morningstar's 2019 global fund flows report.
December 12, 2019
Gap Between Fund Performance and Investor Returns Has Narrowed: MorningstarMorningstar's analysis shows where global investors timed their fund investments well and where they didn't.
December 10, 2019
Morningstar Launches a New Framework to Analyze Equity FundsIt goes way beyond the Style Box, which was limited to the market cap and growth or value style of fund holdings.
October 29, 2019
U.S. Passive Fund Assets Now Top Their Active CounterpartsThe switch is significant for the industry; the Federal Reserve, though, isn't so sure this is a good thing.
September 20, 2019
Passive Overtakes Active in US Stock-Fund Assets: MorningstarAssets of U.S. equity index funds surpassed those of their actively managed counterparts for the first time.
September 17, 2019
Active Equity Funds Rebound, but Will Performance Last?Nearly half outperformed their passive counterparts in the past year, but the longer term tells a different story, Morningstar finds.
July 19, 2019
The Persistent Underperformance of Actively Managed FundsThe latest S&P Dow Jones Persistence Scorecard could dampen excitement about actively managed nontransparent ETFs.