Open-End Mutual Funds:
America's Primary Investment Vehicle
Date Published: April 16, 2019
Summary PowerPoint Deck: 111 Slides
Reference PowerPoint Deck: 1,073 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the $19.1 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 historical phases of open-end mutual funds, including:
This research addresses open-end mutual funds' markets segments, including:
- Formation Phase
- Early Expansion Phase
- More Rapid Expansion Phase
- Scandals & Consolidation Phase
- Exchange Traded Funds (ETFs) Emergence Phase
The research addresses open-end mutual funds' markets & distribution channels, including:
- Stock Mutual Funds
- Hybrid Mutual Funds
- Bond Mutual Funds
- Money Market Mutual Funds
And the research concludes with future predictions for open-end mutual funds, including:
- Direct Distribution
- Financial Advisor Channels
- Institutional Markets
- Moderate Industry Growth
- Growing Importance of Index Mutual Funds & Other Low Cost Mutual Funds
- Investment Style Shifts (Including Liquid Alternatives & Socially Responsible Investing)
- Evolving Product Structures (Including Clean Shares & Performance Fees)
- Distancing of the Leaders
- Evolving Markets & Distribution Channels
- Substantial International (Non-United States) Market Growth
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