Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
April 19, 2013
DoubleLine’s New Equity Fund Managers Grab ‘Opportunity of a Career’Now that DoubleLine is three years old, the Los Angeles-based fund firm has the stability and financial resources to take on a new challenge.
April 12, 2013
Mutual Fund Expense Ratios Continued Their Decline in 2012: ICIThe advocacy organization puts hard numbers behind a general sense of lower costs.
April 03, 2013
Market Drives Record Fund Flows, Higher Returns in Q1Equity funds strong performance leads to dramatic ETF flows in March.
March 29, 2013
Investors Shunning Most Emerging Markets, but TIMPs ShineAs first-quarter results start to roll in, some overseas markets are posting impressive equity market upticks.
March 22, 2013
Ouch! DoubleLine Raids TCW Again for More TalentThe focus has now turned to equity analysts, as the fixed-income shop makes a push to broaden its investment horizons.
March 01, 2013
Morningstar’s Most-Researched Investments Offer Up SurprisesAdvisors and institutional investors diverge on equities versus income, though everybody agrees on PIMCO Total Return.
February 22, 2013
Equities Funds in Favor in Early ‘13Morningstar says that investors added $86.5 billion to long-term open-end mutual funds in January, with 72 of 93 open-end categories recording inflows.
February 20, 2013
Cerulli: Equity funds dip as share of Chinese mutual fund AUMThe report shows that equities fell in June to 25.6 percent of open-end mutual fund assets under management. This compares to 48.8 percent in 2011, 54.5 percent in 2010 and 59.4 percent in 2007.
February 20, 2013
Cerulli: Equity funds dip as share of Chinese mutual fund AUMThe report shows that equities fell in June to 25.6 percent of open-end mutual fund assets under management. This compares to 48.8 percent in 2011, 54.5 percent in 2010 and 59.4 percent in 2007.
February 07, 2013
Theories of the Great RotationFor years now, investing professionals have been waiting for the individual investor to get back into good old-fashioned domestic equity mutual funds. Has the time finally come?