In-Depth Overviews
Our entire library of monthly reports is available on this site for registered subscribers. To read them, you will need to download Acrobat Reader.

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
May 2019 529 Qualitive Quarterly 1Q 2019 529 Quarterly Update
May 2019 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q1
May 2019 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule Databook - 2019-Q1
May 2019 Sub-Advisory Market Share Databook Subadvisory Market Share Databook - 2019-Q1
May 2019 Sub-Advisory Performance Databook Subadvisory Performance by Mstar Databook - 2019-Q1
May 2019 Sub-Advisory Performance Databook Subadvisory Performance Databook - 2019-Q1
May 2019 Flow Watch Statistics April 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
May 2019 Sub-Advisory Mandate Change Report Mandate Change Report - March 2019
May 2019 Global ETF FlowWatch Global ETF Flow Watch Report: March 2019
May 2019 529 Fee Analysis 1Q 2019 529 Fee Analysis
May 2019 529 Data Quarterly 1Q 2019 529 Quarterly Data Update
April 2019 FlowWatch Simfund VA: March 2019 update now available
April 2019 529 Views 529 Views - 529 and ABLE Industry Round-Up
April 2019 Flow Watch Statistics March 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
April 2019 Sub-Advisory Mandate Change Report Mandate Change Report - February 2019