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
September 2018 529 Views 529 Views - Average Contribution per Account per Year
September 2018 Flow Watch Statistics August 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
September 2018 Sub-Advisory Mandate Change Report Mandate Change Report - July 2018
September 2018 529 Views 529 Views - Market Data on Conservative Investment Options
September 2018 ETF FlowWatch Global ETF FlowWatch - July 2018
September 2018 529 Views 529 Views - Historical First Half of Year Gross Distributions
August 2018 FlowWatch VA Flow Watch Report 1807
August 2018 529 Views 529 Views - College Financial Planning Employer Benefits
August 2018 Windows Windows Into the Mutual Fund Industry August 2018
August 2018 529 Views 529 Views - Number of New Accounts
August 2018 Sub-Advisory Mandate Change Report Mandate Change Report - June 2018
August 2018 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q2
August 2018 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule Databook - 2018-Q2
August 2018 Sub-Advisory Market Share Databook Subadvisory Market Share Databook - 2018-Q2
August 2018 Sub-Advisory Performance Databook Subadvisory Performance by Mstar Databook - 2011-Q2