Monthly Mutual Fund Report

Back issues of the Monthly Mutual Fund Report are available from February 1997 as portable document format (PDF) files.

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.

June 2007 June 2007
May 2007 May 2007
April 2007 April 2007
March 2007 March 2007
February 2007 February 2007
January 2007 January 2007