Open-End Mutual Funds:
America's Primary Investment Vehicle

Recently Released!!!
Date Published: January 10, 2016
Summary PPT Deck: 57 Slides
Reference PPT Deck: 1,107 Slides


The purpose of this research is to provide readers with an initial understanding of the $13.0 trillion open-end mutual funds market, a market which continues to dominate United States financial assets. The research addresses the market's history and growth, as well as trends in product development (e.g., target date funds, liquid alternatives, socially responsible funds), pricing parameters (e.g., share classes, mutual fund wrap programs, performance fees), & distritubtion channels (e.g., wirehouses, mutual fund supermarkets, independent reps, fee-based financial advisors, 401K plans, international markets). Other Tiburon research topics address exchange traded funds, closed-end mututal funds, & unit investment trusts. And these four topics are summarized in Tiburon's coverage of registered investment companies.

This research explains the history of open-end mutual funds in phases, including:
  • Formation Phase
  • Early Expansion Phase
  • More Rapid Expansion Phase
  • Scandals Phase
  • Exchange Traded Funds Emergence Phase

    This research addresses markets segments, including:

    • Stock Mutual Funds
    • Hybrid Mutual Funds
    • Bond Mutual Funds
    • Money Market Funds

The research addresses markets & distribution channels, including:

  • Direct Distribution
  • Financial Advisor Markets
  • Institutional Markets

And the research concludes with predictions for open-end mutual funds, including: 

  • Moderate Industry Growth
  • Investment Style Shifts
  • Evolving Product Structures
  • Distancing of the Leaders
  • Evolving Markets & Distribution Channels
  • Evolving Wholesaler Models
  • Decreasing Fees
  • Increased Compliance

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