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 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:

• United States Stock Mutual Funds
• Morningstar Style Boxes
• Style
• Growth Funds
• Value Funds
• Blend Funds
• Size
• 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

And the research concludes with future predictions for open-end stock mutual funds, including:

• 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