Stock Mutual Funds:
America's Primary Investment Vehicle

Recently Released!!!
Date Published: October 18, 2018
Summary PowerPoint Deck: 78 Slides

Reference PowerPoint Deck: 931 Slides

The purpose of this research is to provide readers with an initial understanding of the $18.7 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 (ETFs), 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 & Consolidation Phase
  • Exchange Traded Funds (ETFs) 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 future predictions for open-end mutual funds, including:
  • Moderate Industry Growth
  • Growing Importance of Index Mutual Funds
  • Investment Style Shifts
  • Evolving Product Structures
  • Distancing of the Leaders
  • Evolving Markets & Distribution Channels

Client Access

Tiburon Members and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions

Subscribe

If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.