Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
October 25, 2018
A Simple Framework to Prepare for the Next Bear MarketThe aging bull market should push advisors to protect client gains. Alternative strategies can help. Here are some, demystified.
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.
July 19, 2018
Index Funds Are Going to Be Just FineInflows have slowed? Actively managed funds would like to have that problem.
July 13, 2018
Morningstar's June Winners & LosersMorningstar assigned new ratings to seven funds and upgraded ratings for 10 funds.