Mutual Fund Landscape

  • April 30, 2021

This annual report documents the power of market prices by assessing US-based mutual fund performance relative to benchmarks over multiyear periods. The exhibits include data visualizations of fund survivorship and outperformance, persistence of top-quartile funds, and the impact of high…

Read More

Market Briefing

  • April 7, 2021

April 2021 Stock prices continued their advance in March with average performance about equal among the market capitalization segments. Economic news was mostly positive during the month. Higher manufacturing¬† index readings, rising factory orders and a surprisingly strong payrolls number…

Read More