Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
October 10, 2014
Morningstar: PIMCO’s Post-Gross Total Return Fund Is Fine—for NowWhile the fund has seen significant outflows, PIMCO has sufficient liquidity to handle it, says Morningstars fixed-income team.
September 10, 2014
Clients Less Anxious but Risk Aversion Is Rising, Advisors SayAdvisors say client anxiety has abated, but they see a big increase in risk aversion in the next year, a Hartford Funds survey says.
August 25, 2014
Q2 Target-Date UpdateThe average target-date fund posted returns of close to 4% return in the second quarter of 2014, according to Morningstar. The funds were buoyed by U.S.…
August 09, 2014
Target-Date Funds Boost Assets but Underperform in Q2: MorningstarThe industry continues to lower expenses as passive management grows in popularity.
July 28, 2014
Equity Funds Up (Again) in Q2’14“Despite the old adage of ‘sell in May and go away,’ investors kept the pedal to the metal in second quarter 2014, pushing the average…
July 23, 2014
Schwab ETF Assets Up 30% Year on YearSecond-quarter Schwab ETF flows amounted to $5.2 billion, up 9% from the first quarter, the bulk flowing into equities.
July 14, 2014
Pro Forecasters Stink, but Individuals Are WorseIndividuals pile into equities while pros pull out? The knee-jerk response is to run away, but it's not quite that simple, Barry Ritholtz says.
July 11, 2014
Equity Fund Returns Up (Again) in Q2: LipperDespite strong results in overseas markets, investors continue to favor domestic funds, research finds.
June 30, 2014
Not All Dividends and Dividend ETFs Are AlikeAll yield-generating vehicles, individual issues and ETPs have risks or vulnerabilities that must be understood.
June 18, 2014
Morningstar Goes to CashMorningstar is concerned enough about valuations in U.S. markets that the firms chief investment officer is keeping his unconstrained portfolio at 40% cash.