An evaluation of mutual funds
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“An Evaluation of Mutual Funds”. Dr. Robert T. LeClair Department of Finance Villanova University. Assets of Financial Intermediaries $Trillions, 1992-2008. Rapid Growth in Fund Assets! [ Total Net Assets, Equity Funds; $Billions; 1960-2008].

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“An Evaluation of Mutual Funds”

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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 2008

Assets of Financial Intermediaries$Trillions, 1992-2008


Rapid growth in fund assets total net assets equity funds billions 1960 2008

Rapid Growth in Fund Assets![Total Net Assets, Equity Funds; $Billions; 1960-2008]


Net new cash flow of long term mutual funds billions 1984 2006

Net New Cash Flow of Long-Term Mutual Funds; $Billions; 1984-2006


Dramatic growth in mutual funds number of funds 1970 2009

Dramatic Growth in Mutual Funds!Number of Funds, 1970-2009


Total net assets of money market mutual funds millions 1984 2010

Total Net Assets of Money Market Mutual Funds; $Millions; 1984-2010


401 k assets 1990 2008

401(k) Assets; 1990 - 2008


Ira assets 1990 2008

IRA Assets; 1990 - 2008


Section 529 savings plan assets billions 1998 2009

Section 529 Savings Plan Assets$Billions, 1998 - 2009


Percent of u s households owning mutual funds 1980 2008

Percent of U. S. HouseholdsOwning Mutual Funds, 1980 - 2008


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