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Monthly Mutual Fund Report

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Final Issue
June 2007 pdf

Please note: The Monthly Mutual Fund Report was discontinued in June 2007. Read the letter to subscribers. pdf

The Monthly Mutual Fund Report is a summary of financial market, economic, and mutual fund industry internal conditions. This report was published annually in 1998 and 1999 and monthly from January 2000 to June 2007.

Most of the analysis results from the month-end Investment Company Institute (ICI) release, which describes one-month prior flows, returns, liquidity, and short term performance among the 51 ICI categories of 8,151 mutual funds. Other data are synthesized to describe current capital market conditions. These include investor returns, valuations, and earnings for the Standard and Poor's 500 Composite Stock Index and Citigroup Broad Investment Grade Bond Index, profits from the National Income Accounts, earnings forecasts from Thomson Financial First Call, and the value of assets from the Flow of Funds Accounts.

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Delia Sawhney
(617) 973-3542
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