Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
March 23, 2016
Some Active Funds Outperform ‘Misleading’ Industry Averages: FidelityFidelity's research identifies two filters that may help investors find better-performing active funds.
February 01, 2016
2015: Not a Great Year For Equity, Mixed ProductsEquity funds suffer their first one-year drop in four years, according to Lipper, declining nearly 3.5% on average in 2015. U.S. diversified-equity funds…
January 14, 2016
Top 5 Target Date Fund Families in 2015These fund families took in the most assets last year. Looking ahead, Ron Surz thinks this year could bring trouble for investors in 2015-dated funds.
January 04, 2016
Canadian M&A hits 8-year high on record outbound dealsCanadian firms, including pension funds, inked $281 billion worth of M&A deals through Dec. 30, up 34 percent.
December 29, 2015
Which Bob Doll Economic Predictions for 2015 Were Right or Wrong?The yearly predictions of Nuveens chief investment officer are closely watched by advisors and investors.
December 28, 2015
Putting All of Your “Alts” in One Basket?On a recent trip to Costco, I was reminded of the benefits of one-stop shopping.
December 15, 2015
Munnell Report Rattles DC vs. DB Plan Debate on Investing, FeesA white paper co-authored by Alicia Munnell questions the conventional wisdom about DC plan participants versus DB plan participants on investing skills and fees.
November 10, 2015
Injured in an accident? Supreme Court to weigh inTo give insurers a victory, the court might have to interpret "appropriate equitable relief."
November 10, 2015
Injured in an accident? Supreme Court to weigh inTo give insurers a victory, the court might have to interpret "appropriate equitable relief."
November 02, 2015
The Dangers of Investing ComplacencyA recent hiking trip demonstrates how unhelpful preparation is without implementation.