Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
August 06, 2013
Signs of ‘Great Rotation’ as Inflows Hit Record for U.S. Equity FundsAs PIMCO and DoubleLine see outflows, TrimTabs CEO David Santschi says the strong enthusiasm for equities should give contrarians pause.
August 01, 2013
3 Benefits of a ‘Complicated’ Covered Call StrategyPut options and solid cash flow provide cushion in market decreases, says hedge fund manager Marty Sass.
July 19, 2013
TrimTabs Reports Record Flows Into Equity FundsThe strong enthusiasm for equities should give contrarians pause, TrimTabs CEO David Santschi said. Four of the 10 largest inflows into U.S. equity funds occurred at the peak of the technology bubble in early 2000.
July 08, 2013
Equity, Bond Flows Bounce Back in Early JulyNew views on quantitative easing bring investors back into the markets, EPFR Global reports
June 12, 2013
401(k) Expenses Dropped in 2012: ICIThe expenses that 401(k) plan participants incurred for investing in long-term mutual funds fell in 2012, consistent with the downward trend of the past decade and a half, according to a just-released report by ICI.
May 08, 2013
U.S. Recovers as the World Watches: SchrodersU.S. investors are well acquainted with market uncertainty and the wobbly economic recovery, but theyve got nothing on worried investors elsewhere in the world.
April 29, 2013
Markets, Funds & Flows: Super Q1’13The Dow and S&P 500 indices reached all-time highs this first quarter of 2013, which boosted investor inflows and the performance of many equity fund categories, according to several reports released this week. The Dow Jones Industrial Average had returns of 11.25% for the quarter, while the S&P 500 returned...
April 29, 2013
A Look at Declining Expense RatiosIts easy to assume that the widening adoption of low-cost ETFs could be the main force driving prices down for investment products, or maybe its the push for further openness causing the drop in fund fees and expenses. Think again. The Investment Company Institute cites a number of other reasons...
April 23, 2013
Corporate pensions underfunded in 2012Strong investment returns and healthy employer contributions could not overcome low interest rates.
April 23, 2013
Corporate pensions underfunded in 2012Strong investment returns and healthy employer contributions could not overcome low interest rates.