Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
November 08, 2023
20 Popular Funds That Could Sock Clients With Hefty Tax BillsHeavy outflows from some mutual funds led to selling of shares and large expected capital gains for 2023.
November 02, 2023
Vanguard Launches Global Dividend Growth FundThe investment product seeks to provide a growing income stream and long-term capital appreciation in international stocks.
October 13, 2023
17 Best Financial Services Firms to Invest In: MorningstarThese companies have predictable cash flows and solid competitve advantages, according to analysts.
August 18, 2023
Vanguard to Launch Active Dividend Growth FundThe Vanguard International Dividend Growth Fund, an actively managed equity fund, will launch in the fourth quarter.
May 26, 2023
Vanguard Changes Managers, Plans Fee Hike on 2 Stock FundsThe changes affect the Vanguard Growth and Income Fund and U.S. Growth Fund.
May 25, 2023
10 Good, Cheap Growth Stocks for Long-Term Investors: MorningstarThese companies have solid management and cash flows and are trading below fair value, according to analysts.
April 28, 2023
10 U.S. Stock Funds With Highest Excess Returns: MorningstarThese funds have racked up persistently higher returns than market trends can explain, according to John Rekenthaler.
April 11, 2023
33 Stocks That Are Cheap Now: MorningstarAfter a rough first quarter, the median stock is trading at about a 10% discount, with some as high as 30%.
March 23, 2023
Vanguard Dividend Growth Fund Manager to Step DownThe $52 billion fund's investment objective, strategies and policies will not change, according to the fund giant.
March 01, 2023
Active Funds Failed to Beat Passive Peers in 2022: MorningstarThe year challenged the notion that active funds navigate difficult markets better than their passive counterparts, Morningstar says.