Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
October 28, 2013
RCS to Buy Investors Cap; Advisor Group Names New CEORCS Capital Corp., founded by real estate mogul Nicholas Schorsch, has filed the paperwork to purchase the independent broker-dealer Investors Capital…
October 14, 2013
International Stocks Win, Munis Lose in September: MorningstarPlus, equity funds improved 7% in Q3, according to Lippers latest report.
October 11, 2013
Youngest IRA owners are most extreme investorsRoth and traditional IRA owners had allocated in 2011 more than 90 percent of their investments into equities or more than 90 percent of funds into money.
October 08, 2013
Don Phillips to Step Down as Head of Morningstar's Research Group"Id like to step back, but I still want to contribute to Morningstars success," says Phillips, who will be replaced in his position in January 2014.
October 02, 2013
Billionaire Schorsch to Buy Investors Capital, Hatteras FundsReal estate mogul Nicholas Schorsch continued his acquisition spree with the announcement that RCS would buy the IBD Investors Capital.
September 03, 2013
Ouch: ETP Outflows Hit $15B in AugustInvestors pulled $14 billion out of holdings in the SPDR S&P 500, according to the latest BlackRock research.
August 26, 2013
Closed-End Funds’ Month to ShineJuly began with a good jobs report, followed by more worries over Federal Reserve “tapering” and a jump in oil prices. Still, the equity…
August 20, 2013
Equity portion of DC plans remains flat in 2012Eighty-four percent of plans offered target-date funds in 2012, reflecting rising interest among employers.
August 20, 2013
Equity portion of DC plans remains flat in 2012Eighty-four percent of plans offered target-date funds in 2012, reflecting rising interest among employers.
August 10, 2013
Target-Date Funds Post ‘Respectable’ Results: IbbotsonThe 12-month and Q2 performance of these funds, on average, is between that of high-flying equities and weakening bond funds, according to the research group.