Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
July 07, 2020
Stocks Party Like It's 1999: LipperThese were the top-performing stock sectors for Q2, according to the research group.
May 20, 2020
Fund Flows Turned Positive in April, but Investors Favored SafetyThey favored money market funds above all others, Morningstar reported.
May 04, 2020
Mutual Fund, ETF Assets Ravaged by Double-Digit Declines in March: CerulliInvestors pumped $685 billion into money market funds, bringing assets to $4.3 trillion.
April 22, 2020
Fees, Trading Costs and Tax Impact on Fund PerformancePast performance doesn't predict future performance, but these updated benchmarks can provide better ways to help advisors judge funds.
April 09, 2020
Sustainable Funds Had a Record-Setting Q1: MorningstarSustainable funds kept adding money even as the coronavirus pandemic accelerated in March.
April 01, 2020
Market Crisis? For Best Results, Ride It Out: DalbarDalbar looked at 10 periods of market turmoil to see whether investors fared better by taking action or staying put.
March 04, 2020
Self-Directed Investors Finished 2019 on a High Note: SchwabThe average Personal Choice Retirement Account size rose 19% in 2019, Schwab reports.
February 15, 2020
Active Equity Funds Had Biggest Monthly Outflows Since 2008Investors are favoring cheaper, passive products even when markets are strong, according to Moody's.
February 12, 2020
BlackRock Ousts Vanguard as Top Firm for Fund InflowsFidelity places third, according to Morningstar's 2019 global fund flows report.
December 12, 2019
Gap Between Fund Performance and Investor Returns Has Narrowed: MorningstarMorningstar's analysis shows where global investors timed their fund investments well and where they didn't.