ICI's Brian Reid: Developments in the Mutual Fund Industry

To further promote public understanding of mutual funds and other investment companies, ICI is producing a three-part series analyzing mutual fund flow data to examine developments in the mutual fund industry.

Series One: Fund Flows

In the first series, ICI's Chief Economist Brian Reid provides insight about how the industry and mutual fund investing has changed during the last decade, how the recent economic downturn has impacted investing, and a big-picture perspective on overall fund flows during the last year.

The Past 10 Years: Evolution of Mutual Fund Landscape and What It Means for Investors

 

 

2007-2008 Stock Market and Economic Downturn and the Impact on Mutual Fund Investing

 

 

Perspective on Fund Flows for the Past 12 Months

 

 

Series Two: Index Funds and the ETF Evolution

In part two of this mutual fund flow data analysis, ICI Chief Economist Brian Reid discusses the growth of index investing, why investors use them, and recent trends in index fund investing.

 

 

Series Three: Recent Developments in Municipal Bond Investing

In part three of his analysis of mutual fund flow data, ICI Chief Economist Brian Reid explains how municipal bond flows play into the investment landscape and recent trends in flows.

Muni Bond Outflows in Late 2010 to Early 2011

 

 

Reasons for Recent Outflows from Muni Bond Funds

 

 

Muni Bond Flows in More Recent Weeks

 

 

Additional Resources

• Fund Flow FAQs (forthcoming)
• Weekly Money Market Fund Assets
• Weekly Flows of Long-Term Funds
• Monthly Trends in Mutual Fund Investing
• Trends in the Fees and Expenses of Mutual Funds, 2010
• Profile of Mutual Fund Shareholders, 2010
• The IRA Investor Profile: Traditional IRA Investors' Rollover Activity, 2007 and 2008