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Quantitative Equity Funds Make a Comeback
Many quantitative equity funds disappointed in the 2008 downturn, but a lot has changed since then. Will it be enough to protect investors in the next...
August 05, 2014
Google Launches Equity Fund and More
What's News: Google launches new equity fund "Google Capital." Altria expands e-cigarette MarkTen sales nationally. U.S. housing starts fall 16%. Joan...
February 19, 2014
The Quintessential U.S. Equity Fund
No other fund is as efficiently managed or offers such broad diversification to U.S. stocks as Vanguard Total Stock Market.
August 28, 2014
Fidelity's Standout and Up-and-Comer Equit...
Morningstar senior analyst Chris Davis gives a progress report on Fidelity's equity fund enhancement initiatives, notes areas for further improvement,...
July 09, 2012
A Rating Downgrade for a Global Equity Fun...
Given this world-allocation fund's hands-on strategy, a recent management change is cause for concern.
June 12, 2014
2013 Not a Game-Changer for Equity-Fund In...
Small and mid-caps outperformed large, and growth was mostly better than value, but Morningstar's Shannon Zimmerman urges investors to stick with thei...
December 29, 2013
First-Quarter Leaders and Laggards: Equity...
International funds outpaced domestic, small-cap bested large-cap, and growth beat value.
March 26, 2015
Why Long/Short Equity Funds Hit a Rough Pa...
Increased correlations made it difficult for long/short funds to make money in 2010 according to Jonathan Lamensdorf, Portfolio Manager of the Highlan...
January 20, 2011
No Great Rotation Into Equity Funds Yet
After strong flows into stock funds earlier this year, investor interest in equities is waning as bond funds remain in high demand, says Morningstar's...
May 17, 2013
Index Funds Clean Up (Again) in 2014
Indexing, Vanguard, and equity funds were among the year’s asset gatherers, while taxable bond funds and PIMCO were on the losing end.
January 15, 2015
Thu., Jan. 22: Watch Verizon and Google
Verizon, Google and WisdomTree Europe Hedged Equity Fund are among stocks to watch. Barron's reporter Chris Dieterich has the details.
January 22, 2015
Penchant for Passive Continues in 2014
Flows into passive U.S. equity funds of all stripes have been strong, as investors continue to show a clear preference toward lower-fee options, says ...
December 18, 2014
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