Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
July 03, 2018
Emerging-Market Carnage Sidesteps IndiaThe nation's benchmark S&P BSE Sensex Index rose 7.5% the second quarter in local-currency terms, the best performance among developing nations.
April 30, 2018
Mutual Fund and ETF Fees Fall to Record Lows: MorningstarMorningstar's annual fund fee study shows an 8% year-over-year drop, the biggest in 17 years.
April 10, 2018
Morningstar's March Winners & LosersMorningstar assigned new analyst ratings to nine U.S. funds, as well as upgraded and downgraded seven funds respectively.
March 27, 2018
Take the Long View When Choosing Active Funds: MorningstarA new Morningstar study shows that investors who focus on 3-, 5- and 10-year returns are missing the whole story.
March 19, 2018
Morningstar's February Winners & LosersMorningstar medalists currently account for approximately 6% of unique mutual funds available for sale.
March 14, 2018
Growth and Value Stock Indexing Are Both Broken: Nicholas ColasBoth classification create "potentially risky sector concentrations versus broader market averages," writes the author.
February 28, 2018
TIAA Is the Big Winner in 2018 Lipper Awards for Fund FamiliesThe Thomson Reuters Lipper Fund Awards honor fund families and hundreds of mutual funds for consistent risk-adjusted performance over three, five and 10 years.
February 27, 2018
What's Driving the Growth of Sustainable Assets?The entry of big traditional investment managers should accelerate fund flows, a report says, as groups like Putnam move to launch more ESG-focused products.
February 26, 2018
Investors Have 'Given Up' on Active US Stock Funds: MorningstarInvestors were "eager to embrace" U.S. equity funds but "in the form of low-cost offerings only, it seems," Morningstar says.
February 26, 2018
Investors Have ‘Given Up’ on Active US Stock Funds: MorningstarInvestors were eager to embrace U.S. equity funds but in the form of low-cost offerings only, it seems, Morningstar says.