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 ?
KARACHI -- VIS Credit Rating Company Limited has assigned Star Rankings to First Habib Stock Fund in open stock funds category.
rankings of open-end stock funds for three different periods -- one, three
-- Stock funds dominate investors' perceptions of the best long-term investment they can have, according to the latest Wells Fargo/Gallup Investor and Retirement Optimism survey.
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. Overall performance of equity mutual funds is better as compared to income 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.
It may be a downer to see many stock funds drop when the main barometer of the U.S.
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.
The month of January presented a shocking turnaround, with as much as $90 billion flowing into domestic stock funds. 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.