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“An Evaluation of Mutual Funds”

“An Evaluation of Mutual Funds”. Dr. Robert T. LeClair Department of Finance Villanova University. Assets of Financial Intermediaries $Trillions, 1992-2011. Rapid Growth in Fund Assets! [ Total Net Assets, Equity Funds; $Billions; 1960-2012].

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“An Evaluation of Mutual Funds”

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  1. “An Evaluation of Mutual Funds” Dr. Robert T. LeClair Department of Finance Villanova University

  2. Assets of Financial Intermediaries$Trillions, 1992-2011

  3. Rapid Growth in Fund Assets![Total Net Assets, Equity Funds; $Billions; 1960-2012]

  4. Net New Cash Flow of Equity Mutual Funds; $Billions; 1984-2012

  5. Total Net Assets of Equity Index Funds $Billions; 1997-2012

  6. Dramatic Growth, then a Slowdown in the Number of Mutual Funds, 1970-2012

  7. Strong Growth in Exchange-Traded Funds, 1995-2012

  8. Total Net Assets of Money Market Mutual Funds; $Millions; 1984-2012

  9. 401(k) Assets; 1990 - 2010

  10. IRA Assets; 1990 - 2012

  11. Section 529 Savings Plan Assets$Billions, 1998 - 2012

  12. Percent of U. S. HouseholdsOwning Mutual Funds, 1980 - 2012

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