Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
13 Funds to Buy for Your IRA: Morningstar
By Michael S. FischerRussel Kinnel, director of manager research, selected these funds as good fits based on their five-year tax-cost ratios.
January 10, 2022
Value Funds' 2021 Rebound Was Just a Blip: MorningstarValue funds outperformed growth funds in 2021 but lagged considerably over the past 10 years.
November 29, 2021
Vanguard Plans Actively Managed China Equity FundThe Vanguard China Select Stock Fund will invest in onshore and offshore Chinese equities and launches in Q1 2022.
November 22, 2021
Why BofA Is Bearish on Markets and Sees 'Rates Shock' Coming in '22Strategists also share recommendations, like taking long positions in certain sectors, the U.S. dollar and real assets.
November 19, 2021
Mutual Fund, ETF Fund Flows Rebound in October: MorningstarSome $84 billion flowed into these funds and ETFs in October, up from $53 billion in September, the firm found.
October 01, 2021
8 New Funds From Top Managers: MorningstarAnalysts screened for open-end, active funds that share a manager with a fund carrying a Morningstar Silver or Gold Analyst Rating.
September 22, 2021
Active Equity Funds Still Trailing Passive IndexesMore than half of active U.S. equity funds underperformed their indexes in the year ended June 30, S&P Dow Jones Indices reports.
September 02, 2021
The Hottest Stocks Since January 2020 and the Funds That Bought ThemMany gained several hundred times their January 2020 prices over the next eighteen months.