Hybrid Mutual Funds:
A Fast Growing Portion of America's Primary Investment Vehicle

Recently Released!!!
Date Published: April 15, 2019
Summary PowerPoint Deck: 95 Slides

Reference PowerPoint Deck: 953 Slides

The purpose of this research is to provide readers with an initial understanding of the open-end hybrid mutual funds market, a market which continues to dominate United States financial assets. Other Tiburon research topics address stock mutual funds, bond mutual funds, & money market mutual funds. And these four topics are summarized in Tiburon's coverage of open-end mutual funds.

This research addresses hybrid ope-end mutual funds' markets segments, including:
  • Target Date Mutual Funds
  • Target Risk Mutual Funds
  • Balanced Mutual Funds
And the research concludes with future predictions for open-end hybrid mutual funds, including:
  • Moderate Industry Growth
  • Investment Style Shifts

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