Equity Funds
Learn about the latest developments among equity mutual funds, including active and passive funds.
January 26, 2023
T. Rowe Price AUM Slides Nearly 25% in 2022The firm noted it reduced headcount and took other cost-cutting measures last year.
January 23, 2023
WisdomTree to Launch 4 Funds Tied to Jeremy Siegel's InsightsThe new funds, available on an app, will be "blockchain-enabled."
December 22, 2022
Watch for These ETF Trends in 2023: Dave NadigVanguard could overtake BlackRock as the No. 1 ETF provider by April, he tells ThinkAdvisor.
December 21, 2022
The Top-Performing Stock Funds of 2022Value funds excelled this year, but growth funds topped Morningstar's lists for 3- and 5-year performance.
December 19, 2022
This Fund Giant Is Bleeding AssetsMore than $4 billion left the firm's passive funds in November, and active-fund outflows were even worse.
December 14, 2022
WisdomTree to Offer 10 'Digital Funds' Through New Mobile AppWhile the funds will hold traditional mutual fund assets, a secondary record of shares will sit on a blockchain.
December 13, 2022
Where the Wealthy Plan to Spend, Invest More in 2023In a survey of investors with $2 million or more, 80% said they planned to spend more next year.
December 05, 2022
How Mutual Fund Revenue Sharing Hurts Retirement SaversA new NBER paper finds strong evidence to suggest revenue sharing increases costs and lowers net-of-fee performance.
December 02, 2022
12 Asset Class Return Predictions for 2023 and BeyondBNY Mellon's capital market assumptions forecast returns across several asset classes to be higher than previously expected.
November 30, 2022
These 15 Funds Have Created the Most Wealth for Investors: MorningstarThese funds have created significant value where it counts: by increasing dollar value for shareholders.