Equity Fund

Dictionary Says

Definition of 'Equity Fund'

A mutual fund that invests principally in stocks. It can be actively or passively (index fund) managed.

Also known as a "stock fund".
Investopedia Says

Investopedia explains 'Equity Fund'

Stock mutual funds are principally categorized according to company size, the investment style of the holdings in the portfolio and geography:
 
Size is determined by a company's market capitalization, while the investment style, reflected in the fund's stock holdings, is also used to categorize equity mutual funds.

Stock funds are also categorized by whether they are domestic (U.S.) or international. These can be broad market, regional or single-country funds.
 
There are so-called "specialty" stock funds that target business sectors such as healthcare, commodities and real estate.  
Search results for

'Equity Fund'

  • Why Invest In International Equity Mutual Funds?

    http://www.investopedia.com/articles/mutualfund/08/international-equity-mutual-fund.asp
    ... funds are managed by portfolio managers, who track the fund's holdings daily and
    decide what stocks to buy and sell. (Learn more in Equity Portfolio Management ...
  • Mutual Fund Tune-Up Delivers High-Powered Performance

    http://www.investopedia.com/articles/mutualfund/03/051403.asp
    ... This has caused a change in his allocation of assets, increasing the percentage
    that he has in the equity fund while decreasing the amount invested in the ...
  • Stop Paying High Mutual Fund Fees

    http://www.investopedia.com/articles/mutualfund/07/stop_fees.asp
    ... A general rule, often quoted by advisors and fund literature, is that investors
    should try not to pay any more than 1.5% for an equity fund. ...
  • Digging Deeper: The Mutual Fund Prospectus

    http://www.investopedia.com/articles/mutualfund/04/032404.asp
    ... cap fund and a large cap equity fund are both aiming for long-term capital appreciation,
    they are both using very different strategies to reach this goal. ...
  • A Career In Real Estate Portfolio Management

    http://www.investopedia.com/articles/financialcareers/09/real-estate-portfolio-management.asp
    ... managers (whose performance is judged by the ability to gauge other managers' ability
    to design and execute strategy), the real estate equity fund manager is ...
  • Rebalance Your Portfolio To Stay On Track

    http://www.investopedia.com/articles/pf/05/051105.asp
    ... This has caused a change in his allocation of assets, increasing the percentage
    that he has in the equity fund while decreasing the amount invested in the ...
  • Socially Responsible Investing Vs. Sin Stocks

    http://www.investopedia.com/articles/stocks/08/sri-versus-sin-stock.asp
    ... Comparing the Vice Fund and the Domini Social Equity Fund to the Russell 1000, it
    is clear that the SRI fund lost less over the last year, but was outperformed ...
  • Create Your Own US Equity Portfolio

    http://www.investopedia.com/articles/stocks/08/creating-own-portfolio.asp
    ... In addition, you can feel comfortable that you will always be competitive with nearly
    every other actively managed US equity fund in existence because of ultra ...
  • Exchange-Traded Funds: Equity ETFs | Investopedia

    http://www.investopedia.com/university/exchange-traded-fund/etf6.asp
    ... Index Fund (PSE:IYY); SPDR DJ Wilshire Total Market ETF (AMEX:TMW). All-World and
    All-World Ex-US An investor can now achieve global equity diversification by ...
  • Understanding The Mutual Fund Style Box

    http://www.investopedia.com/articles/basics/06/stylebox.asp
    ... rank the underlying stocks in each mutual fund in order to determine the fund's
    market cap. Of the 5,000 stocks in Morningstar's domestic equity database, the ...

Related Articles

Partner Links