Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
11 'Up-and-Coming' Investment Strategies to Watch: Morningstar
By Dinah Wisenberg BrinMorningstar believes these fund managers and strategies may offer "enduring advantages and long-term appeal."
November 08, 2023
20 Popular Funds That Could Sock Clients With Hefty Tax BillsHeavy outflows from some mutual funds led to selling of shares and large expected capital gains for 2023.
November 02, 2023
Vanguard Launches Global Dividend Growth FundThe investment product seeks to provide a growing income stream and long-term capital appreciation in international stocks.
October 13, 2023
17 Best Financial Services Firms to Invest In: MorningstarThese companies have predictable cash flows and solid competitve advantages, according to analysts.
August 18, 2023
Vanguard to Launch Active Dividend Growth FundThe Vanguard International Dividend Growth Fund, an actively managed equity fund, will launch in the fourth quarter.
May 26, 2023
Vanguard Changes Managers, Plans Fee Hike on 2 Stock FundsThe changes affect the Vanguard Growth and Income Fund and U.S. Growth Fund.
May 25, 2023
10 Good, Cheap Growth Stocks for Long-Term Investors: MorningstarThese companies have solid management and cash flows and are trading below fair value, according to analysts.
April 28, 2023
10 U.S. Stock Funds With Highest Excess Returns: MorningstarThese funds have racked up persistently higher returns than market trends can explain, according to John Rekenthaler.