Stock Mutual Funds:
The Largest Portion of America's Primary Investment Vehicle

Recently Released!!!
Date Published: April 15, 2019
Summary PowerPoint Deck: 95 Slides

Reference PowerPoint Deck: 953 Slides

The purpose of this research is to provide readers with an initial understanding of the open-end stock 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 hybrid mutual funds, bond mutual funds, & money market mutual funds. And these four topics are summarized in Tiburon's coverage of open-end mutual funds

This research addresses open-end mutual funds' markets segments, including:
  • United States Stock Mutual Funds
  • Non-United States Stock Mutual Funds
And the research concludes with future predictions for open-end stock mutual funds, including:
  • Moderate Industry Growth
  • Investment Style Shifts

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