Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
December 20, 2024
Edward Jones, Cambridge and Osaic to Pay Clients $8.2M Over Excess FeesThe firms failed to give clients mutual fund sales charge waivers and fee rebates, FINRA says.
December 05, 2024
Morningstar's Rekenthaler Retires; Praises 'Miracle' of StocksThe longtime researcher notes that the market has prospered over time despite worries.
September 12, 2024
AssetMark Adds Morningstar Wealth as Third-Party StrategistThis launch will enable financial advisors working with AssetMark to access a range of model portfolios and SMAs.
June 18, 2024
Vanguard Reopens Primecap FundsVanguard determined the two active equity funds have sufficient investment capacity to reopen, without restriction.
June 04, 2024
Gundlach: U.S. Stock Valuations 'Just Awful'When the DoubleLine Capital CEO buys stocks, he thinks long term and looks for themes.
June 03, 2024
Vanguard Shakes Up Explorer Value Fund TeamVanguard plans to raise the fund's expense ratio but says it remains inexpensive compared with similar funds.
February 20, 2024
Is It Time to Sell the 'Magnificent 7'? — Advisors' AdviceHave these popular tech stocks peaked? What's an investor to do? Here's what advisors are saying.
January 23, 2024
11 'Up-and-Coming' Investment Strategies to Watch: MorningstarMorningstar believes these fund managers and strategies may offer "enduring advantages and long-term appeal."
December 12, 2023
Want to Save for Retirement in a Taxable Account? Try These Models: Morningstar's BenzWith the right investments, these accounts can be almost as tax-efficient as retirement accounts, she says.
November 13, 2023
Fidelity Launches 6 New Active Stock ETFsThe six ETFs result from Fidelity converting its actively managed Enhanced Index mutual fund suite.