Skip to content
maxdatabook
  • Blog
  • Charts
  • About
  • Contact
Menu Close
  • Blog
  • Charts
  • About
  • Contact

Mutual Funds

  1. Home>
  2. Blog>
  3. Mutual Funds
Are Muni Mutual Funds Being Played?

Are Muni Mutual Funds Being Played?

  • Post author:Max Rottersman
  • Post published:July 6, 2020
  • Post category:Mutual Funds
  • Post comments:0 Comments

As the old Yorkshire saying goes, “Where there’s muck there’s brass.”  What could be murkier than the municipal bonds that underlie muni bond mutual funds?  I count 666 muni/tax-free mutual…

Continue Reading Are Muni Mutual Funds Being Played?

Will Fed Actions Spook Retirement Assets Away From Mutual Funds?

  • Post author:Max Rottersman
  • Post published:May 29, 2020
  • Post category:Mutual Funds

It isn’t news that in the past decade, investors have been moving their assets from higher fee fund products to lower fee products.  Since early 2019 a new trend may…

Continue Reading Will Fed Actions Spook Retirement Assets Away From Mutual Funds?

Mutual Fund Securities Lending Data — Preliminary

  • Post author:Max Rottersman
  • Post published:April 8, 2020
  • Post category:Mutual Funds

MaxDatabook has extended its data warehouse to include securities lending.  Some preliminary findings. According to SEC filings, the average assets lent by mutual funds in 2019 was roughly $220 billion.…

Continue Reading Mutual Fund Securities Lending Data — Preliminary
Volatility Comes To Fund Town

Volatility Comes To Fund Town

  • Post author:Max Rottersman
  • Post published:March 31, 2020
  • Post category:Economics / Mutual Funds

What has been the net effect of the volatile markets on fund manager income statements? Because funds charge their fees daily, yesterday’s market prices only tell 1/20th of the story.…

Continue Reading Volatility Comes To Fund Town
Copyright - OceanWP Theme by Nick