Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
How 20-Somethings Invested Their 401(k)s, Then and Now
By Emily ZulzThe millennials of 2015 and the Gen Xers of 1996 both invested heavily in equities, but the composition of those investments has changed.
June 11, 2017
How 401(k) Plans Have Changed Over the Past DecadeVanguard's "How America Saves 2017" can guide advisors about how to manage DC plans now and in the future.
May 30, 2017
Janus Capital, Henderson Group Complete MergerThe new firm is now trading at the NYSE under the JHG stock symbol.
May 14, 2017
Can This Fee Structure Save Actively Managed Funds?A new series of funds AllianceBernstein expects to launch this year charge full fees only if they outperform.
May 08, 2017
Active Equities’ Broken 1970s Model Needs a RenaissanceWhat is to be done? Let's start by declaring an end to Modern Portfolio Theory and looking instead to behavioral finance.
April 30, 2017
These 10 Actively Managed Funds Beat S&P 500 for 15 Years: MorningstarThey are relatively low cost and more than half have concentrated portfolios and low turnover.
April 25, 2017
Advisors Worry About Risk in Rising Passive InflowsAll that money moving into a single asset class is concerning, said Eaton Vance's John Moninger.
April 18, 2017
Liquid Alts Investors Return to Relative Value Space: WilshireEquity hedge led sub-strategy performance in the first quarter, returning 1.9%.