Open-End Stock Mutual Funds:
The Largest Portion of the Open-End Mutual Funds Market But with Negative Net Flows
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 comprehensive understanding of open-end stock mutual funds, a market which continues to dominate United States financial assets but has negative net flows. The research addresses the market's segments, sub-segments, & future predictions. Other Tiburon research topics address open-end hybrid 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 stock mutual funds' market growth and the leading fund sponsors of open-end stock mutual funds.
This research addresses open-end stock mutual funds' markets segments, including:
And the research concludes with future predictions for open-end stock mutual funds, including:
- United States Stock Mutual Funds
- Morningstar Style Boxes
- Growth Funds
- Value Funds
- Blend Funds
- Small Cap Funds
- Mid Cap Funds
- Large Cap Funds
- Multi Cap Funds
- Sector Funds
- Real Estate Funds
- Commodity Funds
- Focused Mutual Funds
- Tax Efficient Mutual Funds
- Non-United States Stock Mutual Funds
- Developed Countries
- Emerging Markets
- Slow Market Growth for Open-End Stock Mutual Funds
- Fastest Growth for Open-End Value Stock Mutual Funds
- Movement to Passive Open-End Stock Mutual Funds
- Pricing Pressure Amongst Open-End Stock Mutual Funds
Tiburon Members & 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.
Please click on the Table of Contents icon below to see more details of this research.
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.
Tiburon Research Subscriptions
If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.