Open-End Hybrid Mutual Funds:
Target Date Mutual Funds & More

Recently Released!!!
Date Published: March 15, 2023
Summary PowerPoint Deck: 287 Slides

Reference PowerPoint Deck: 1,408 Slides

The purpose of this research is to provide readers with a comprehensive understanding of open-end hybrid mutual funds, a market which includes target date mutual funds. This research addresses the market's segements and future predictions. Other Tiburon research topics address open-end stock mutual funds, open-end bond mutual funds, & open-end money market mutual funds. And these four topics are summarized in Tiburon's coverage of open-end mutual funds.

This research starts with a review of open-end hybrid mutual funds' market growth and the leading fund sponsors of open-end hybrid mutual funds.

This research addresses open-end hybrid mutual funds' market segments, including:
  • Target Date Mutual Funds
  • Balanced Mutual Funds
And the research concludes with future predictions for open-end hybrid mutual funds, including:
  • Moderate Market Growth for Open-End Hybrid Mutual Funds
  • Fastest Growth for Target Date Mutual Funds
  • Continuing Dominance of Target Date Mutual Funds in Defined Contribution Plans

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