Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
Investors Have 'Given Up' on Active US Stock Funds: Morningstar
By Bernice NapachInvestors were "eager to embrace" U.S. equity funds but "in the form of low-cost offerings only, it seems," Morningstar says.
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.