Open-End Mutual Funds:
America's Primary Investment Vehicle
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:
This research addresses markets segments, including:
- Formation Phase
- Early Expansion Phase
- More Rapid Expansion Phase
- Scandals & Consolidation Phase
- Exchange Traded Funds (ETFs) Emergence Phase
The research addresses markets & distribution channels, including:
- Stock Mutual Funds
- Hybrid Mutual Funds
- Bond Mutual Funds
- Money Market Funds
And the research concludes with future predictions for open-end mutual funds, including:
- Direct Distribution
- Financial Advisor Markets
- Institutional Markets
- Moderate Industry Growth
- Growing Importance of Index Mutual Funds
- Investment Style Shifts
- Evolving Product Structures
- Distancing of the Leaders
- Evolving Markets & Distribution Channels
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