Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
January 29, 2018
Passive Investments Drive Record Fund Flows in 2017: MorningstarMoney flowed into passive U.S. and international equity funds and into taxable bond funds.
January 22, 2018
Top Performing Active Funds Can’t Seem to Stay on TopThe latest S&P Persistence Scorecard shows that less than 1% of top-quartile funds are likely to remain on top after five years.
December 29, 2017
Active and Smart Beta ETFs Record Robust InflowsAsset increases were largest since the financial crisis, ETFGI reports.
November 17, 2017
Dancing Around the (Morning)StarsDon't be an unintentional momentum investor. There are better measures than Morningstar ratings to evaluate a fund.
October 06, 2017
BlackRock Jumps to the Defense of Index InvestingThe balance in market share between passive and active investing is self-regulating, the index fund provider says.
October 02, 2017
Goldman Starts Smart Beta ETF Price WarThe price war that had been raging among mutual funds, then spread into ETFs, has now spilled over into the smart beta ETF space.
September 14, 2017
Goldman Starts Smart Beta ETF Price WarThe move not only intensifies competition in smart beta but between smart beta and actively managed funds possibly even passive index funds.
August 25, 2017
ETF, ETP Inflows Through July Nearly Equal 2016 TotalAssets in smart beta funds and products hit a new record, ETFGI reports.
August 15, 2017
How 20-Somethings Invested Their 401(k)s, Then and NowThe millennials of 2015 and the Gen Xers of 1996 both invested heavily in equities, but the composition of those investments has changed.
August 14, 2017
2 Key Times to Invest in Actively Managed FundsWhen should advisors consider investing their client monies in actively managed funds rather than cheaper passive index funds or ETFs?