Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
November 26, 2013
Euro equity income funds enjoy gainsEuropean equity income funds under management reached 180 billion in August 2013, up from 150 billion in 2012.
November 26, 2013
Euro equity income funds enjoy gainsEuropean equity income funds under management reached 180 billion in August 2013, up from 150 billion in 2012.
November 25, 2013
Inside the Curl: Investing from a Surfer’s PerspectiveI spent my vacation surfing in Indonesia this summer, which meant I spent a lot of time thinking about investing in alternatives. What does surfing have in common with alternatives? Plenty.
November 25, 2013
Target-Dates Up 5.3%; But Q3 Flows WeakenTarget-date funds returned 5.3% for the quarter, slightly better than the S&P 500’s 5.2%, according to the latest report issued by Morningstar-owned…
November 20, 2013
Neil Hennessy: Bullish on Market; on Washington, Not So MuchChairman of Hennessy Funds says American investors are still, understandably, on sidelines, but also argues that the time is right for equities.
November 13, 2013
Morningstar: Equity Funds Get Second-Biggest Boost This YearBond fund exodus hampered overall fund flows.
November 11, 2013
Top 20 International Stock Funds in DC SpaceThe list is part of a series of rankings BrightScope regularly publishes to provide insight into the top funds and managers in the retirement marketplace.
October 30, 2013
Equities See Largest Inflow Since 2000Meanwhile, bond funds posted redemptions for the fifth consecutive month.
October 28, 2013
Phillips to Leave Morningstar Research PostDon Phillips will be stepping down as head of Morningstar’s Research group after the first of the year, the company says. Haywood Kelly, currently…
October 28, 2013
Mixed Q3 News for Equities, BondsLong-term mutual funds had $2.5 billion of inflows in September, according to Morningstar, as international equities attracted investors. On the downside,…