Equity fund

(redirected from Stock Funds)

Equity Fund

A mutual fund consisting predominantly or exclusively of stocks. An equity stock fund may be high-risk if it invests primarily in start-ups and recent IPOs, or it may be low-risk if it invests in established companies with stable returns. Equity funds are often classified according to the types of companies in which they invest, such as a green fund that invests in environmentally friendly companies. They may also classify themselves according to some other metric, such as equity funds that invest in large-cap or small-cap stocks. An equity fund is also called a stock fund.

Equity fund.

Equity funds invest primarily in stock. The stock a fund buys -- whether in small, up-and-coming companies or large, well-established firms -- depends on the fund's investment objectives and management style.

The general approach may be implied by the fund's name or the category in which it places itself, such as large-cap growth or small-cap value. However, a fund's manager may have the flexibility to invest more broadly to meet the fund's objectives.

References in periodicals archive ?
Capital requirements-most of pooled stock funds have low capital entry requirements.
While Islamic funds grow as compared to their non-Islamic counterparts due to greater religious inclination, income funds were underperformers due to immature bond market and no fund manager is regarded as consistent performer or loser while stocks of large caps are selected among stock funds.
Foreign stock funds will report taxes paid via withholding on Form 1099-DIV.
KARACHI -- JCRVIS Credit Rating Company Limited (JCRVIS) has assessed the fund performance rankings of openend Islamic Stock Funds for one, three and five years period ending on December 31, 2014.
This year 72 percent of stock funds avoided losses through Tuesday, according to Morningstar.
3 January 2013 -- Baltimore US-based investment management firm T Rowe Price (NASDAQ-GS: TROW) said that it closed its New Horizons and Small-Cap Stock Funds along with similar portfolios for institutional clients to maintain the integrity of the funds' investment strategies and to protect the interests of existing shareholders.
For at least the first three weeks of the year, stock funds took in more new assets than bond funds, which is highly unusual.
The average expense ratios of stock funds and bond funds rose slightly in 2009, but the total fees and expenses paid by investors remain largely unchanged on an asset-weighted basis, according to research published recently by the Investment Company Institute.
Of the 184 SRFs with three-year data, 116 are in nine categories of domestic stock funds, twelve are in two categories of international stock funds, thirty-five are in five categories of balanced funds, and twenty-one are in three categories of fixed-income funds.
Domestic stock funds lost 37%, on average, while international stock funds lost more than 44%.
Net assets turned downward for domestic stock funds, indicating Japanese investors' shift from domestic stocks to overseas ones in investment trust purchases.
The January 5 New York Times published Swarthmore College Professor Barry Schwartz's op-ed column warning that downturns in the stock market make private stock funds a bad deal compared to Social Security: