In-Depth Overviews
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Below are our most recent commentaries. To find a past study, use the full list of reports by date, or reports by topic, or through full-text keyword search .


Most Recent Reports
January 2020 Sub-Advisory Mandate Change Report Mandate Change Report - November 2019
December 2019 Windows Windows into the Mutual Fund Industry November 2019
December 2019 Sub-Advisory Mandate Change Report Mandate Change Report - October 2019
December 2019 Flow Watch Statistics November 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
December 2019 Sub-Advisory Quarterly Highlights Subadvisory Quarterly Overview, 3Q 2019
November 2019 FlowWatch Simfund VA Flow Watch October 2019
November 2019 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q3
November 2019 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule Databook - 2019-Q3
November 2019 Sub-Advisory Market Share Databook Subadvisory Market Share Databook - 2019-Q3
November 2019 Sub-Advisory Performance Databook Subadvisory Performance by Mstar Databook - 2019-Q3
November 2019 Sub-Advisory Performance Databook Subadvisory Performance Databook - 2019-Q3
November 2019 Sub-Advisory Mandate Change Report Mandate Change Report - September 2019
November 2019 Flow Watch Statistics October 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
November 2019 529 Fee Analysis 3Q 2019 529 Fee Analysis
November 2019 529 Data Quarterly 3Q 2019 529 Quarterly Data Update