Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Morningstar's October Winners & Losers
By Marlene SatterMorningstar added ratings for four more SMAs.
October 09, 2018
Morningstar's September Winners & LosersAnalysts assigned new ratings to four U.S. funds and — new as of last month — six SMAs.
October 01, 2018
When Does Stock Picking Work?High return dispersion and volatility are a stock picker's nirvana.
August 13, 2018
Identify the Best Active Equity FundsFunds that consistently pursue a narrowly defined investment strategy while taking high-conviction positions outperform.
August 13, 2018
Fidelity's No-Fee Funds Could Benefit Its CompetitorsIt popularizes the move to low-cost index funds, which helps firms like BlackRock and Vanguard, who could also match the move.
August 03, 2018
Some Good News About Actively Managed FundsActively managed large-cap core equity funds in July experienced their best performance in nearly five years compared to their benchmarks, according to Merrill.
July 30, 2018
Top-Performing Active Funds Lack Staying Power: StudyThe latest S&P Persistence Scorecard shows that few top-performing active funds stay on top over different three- and five-year periods.
July 23, 2018
Fund Flows Reverse; Outflows Top $22 Billion in June: MorningstarMutual funds and ETFs experienced their biggest outflows since August 2015.