Monthly Highlights Archive
Every month we provide a snapshot of fund industry results and developments, using the latest available data from Strategic Insight, which is released roughly three weeks after each month-end

All reports are in PDF format [download Acrobat Reader]


3/15/2017 Monthly Highlights: February 2017
2/15/2017 Monthly Highlights: January 2017
1/18/2017 Monthly Highlights: December 2016
12/15/2016 Monthly Highlights: November 2016
11/14/2016 Monthly Highlights: October 2016
10/17/2016 Monthly Highlights: September 2016
9/16/2016 Monthly Highlights: August 2016
8/17/2016 Monthly Highlights: July 2016
7/19/2016 Monthly Highlights: June 2016
6/15/2016 Monthly Highlights: May 2016
5/16/2016 Monthly Highlights: April 2016
4/13/2016 Monthly Highlights: March 2016
3/15/2016 Monthly Highlights: February 2016
2/11/2016 Monthly Highlights: January 2016
1/18/2016 Monthly Highlights: December 2015
12/14/2015 Monthly Highlights: November 2015
11/12/2015 Monthly Highlights: October 2015
10/13/2015 Monthly Highlights: September 2015
9/16/2015 Monthly Highlights: August 2015
8/17/2015 Monthly Highlights: July 2015
7/20/2015 Monthly Highlights: June 2015
6/14/2015 Monthly Highlights: May 2015
5/18/2015 Monthly Highlights: April 2015
4/25/2015 Monthly Highlights: March 2015
3/12/2015 Monthly Highlights: February 2015
2/16/2015 Monthly Highlights: January 2015
1/15/2015 Monthly Highlights: December 2014
12/12/2014 Monthly Highlights: November 2014
11/17/2014 Monthly Highlights: October 2014
10/15/2014 Monthly Highlights: September 2014
9/15/2014 Monthly Highlights: August 2014
8/15/2014 Monthly Highlights: July 2014
7/16/2014 Monthly Highlights: June 2014
6/13/2014 Monthly Highlights: May 2014
5/16/2014 Monthly Highlights: April 2014
4/18/2014 Monthly Highlights: March 2014
3/18/2014 Monthly Highlights: February 2014
2/19/2014 Monthly Fund Industry Review: January 2014
1/21/2014 Monthly Fund Industry Review: December 2013
12/20/2013 Monthly Fund Industry Review: November 2013
11/19/2013 Monthly Highlights: October 2013
10/21/2013 Monthly Highlights: September 2013
9/19/2013 Monthly Highlights: August 2013
8/16/2013 Monthly Highlights: July 2013
7/19/2013 Monthly Highlights: June 2013
6/19/2013 Monthly Highlights: May 2013
5/17/2013 Monthly Highlights: April 2013
4/15/2013 Monthly Highlights: March 2013
3/15/2013 Monthly Highlights: February 2013
2/27/2013 Monthly Highlights: January 2013
1/23/2013 Monthly Fund Industry Review: December 2012
12/17/2012 Monthly Fund Industry Review: November 2012
11/27/2012 Monthly Fund Industry Review: October 2012
10/18/2012 Monthly Fund Industry Review: September 2012
9/19/2012 Monthly Fund Industry Review: August 2012
8/17/2012 Monthly Fund Industry Review: July 2012
7/18/2012 Monthly Fund Industry Review: June 2012
6/15/2012 Monthly Fund Industry Review: May 2012
5/16/2012 Monthly Fund Industry Review: April 2012
4/16/2012 Monthly Fund Industry Review: March 2012
3/15/2012 Monthly Fund Industry Review: February 2012
2/17/2012 Monthly Fund Industry Review: January 2012
1/20/2012 Monthly Fund Industry Review: December 2011
12/16/2011 Monthly Fund Industry Review: November 2011
11/16/2011 Monthly Fund Industry Review: October 2011
10/17/2011 Monthly Fund Industry Review: September 2011
9/16/2011 Monthly Fund Industry Review: August 2011
8/15/2011 Monthly Fund Industry Review: July 2011
7/18/2011 Monthly Fund Industry Review: June 2011
6/16/2011 Monthly Fund Industry Review: May 2011
5/16/2011 Monthly Fund Industry Review: April 2011
4/15/2011 Monthly Fund Industry Review: March 2011
3/14/2011 Monthly Fund Industry Review: February 2011
2/14/2011 Monthly Fund Industry Review: January 2011
1/18/2011 Monthly Fund Industry Review: December 2010
12/16/2010 Monthly Fund Industry Review: November 2010
11/12/2010 Monthly Fund Industry Review: October 2010
10/14/2010 Monthly Fund Industry Review: September 2010
9/15/2010 Monthly Fund Industry Review: August 2010
8/16/2010 Monthly Fund Industry Review: July 2010
7/16/2010 Monthly Fund Industry Review: June 2010
6/14/2010 Monthly Fund Industry Review: May 2010
5/14/2010 Monthly Fund Industry Review: April 2010
4/16/2010 Monthly Fund Industry Review: March 2010
3/12/2010 Monthly Fund Industry Review: February 2010
2/16/2010 Monthly Fund Industry Review: January 2010
1/15/2010 Monthly Fund Industry Review: December 2009
12/14/2009 Highlights of November 2009 Mutual Fund Industry Results
11/19/2009 Highlights of October 2009 Mutual Fund Industry Results
10/21/2009 Highlights of September 2009 Mutual Fund Industry Results
9/22/2009 Highlights of August 2009 Mutual Fund Industry Results
8/19/2009 Highlights of July 2009 Mutual Fund Industry Results
7/22/2009 Highlights of June 2009 Mutual Fund Industry Results
6/18/2009 Highlights of May 2009 Mutual Fund Industry Results
5/19/2009 Highlights of April 2009 Mutual Fund Industry Results
4/17/2009 Highlights of March 2009 Mutual Fund Industry Results
3/17/2009 Highlights of February 2009 Mutual Fund Industry Results
2/23/2009 Highlights of January 2009 Mutual Fund Industry Results
1/20/2009 Highlights of December 2008 Mutual Fund Industry Results
12/18/2008 Highlights of November 2008 Mutual Fund Industry Results
11/19/2008 Highlights of October 2008 Mutual Fund Industry Results
10/17/2008 Highlights of September 2008 Mutual Fund Industry Results
9/19/2008 Highlights of August 2008 Mutual Fund Industry Results
8/18/2008 Highlights of July 2008 Mutual Fund Industry Results
7/24/2008 Highlights of June 2008 Mutual Fund Industry Results
6/23/2008 Highlights of May 2008 Mutual Fund Industry Results
5/23/2008 Highlights of April 2008 Mutual Fund Industry Results
4/22/2008 Highlights of March 2008 Mutual Fund Industry Results
3/24/2008 Highlights of February 2008 Mutual Fund Industry Results
2/22/2008 Highlights of January 2008 Mutual Fund Industry Results
1/25/2008 Highlights of December 2007 Mutual Fund Industry Results
12/24/2007 Highlights of November 2007 Mutual Fund Industry Results
11/26/2007 Highlights of October 2007 Mutual Fund Industry Results
10/22/2007 Highlights of September 2007 Mutual Fund Industry Results
9/26/2007 Highlights of August 2007 Mutual Fund Industry Results
8/22/2007 Highlights of July 2007 Mutual Fund Industry Results
7/26/2007 Highlights of June 2007 Mutual Fund Industry Results
6/26/2007 Highlights of May 2007 Mutual Fund Industry Results
5/24/2007 Highlights of April 2007 Mutual Fund Industry Results
4/23/2007 Highlights of March 2007 Mutual Fund Industry Results
3/22/2007 Highlights of February 2007 Mutual Fund Industry Results
2/27/2007 Highlights of January’07 Mutual Fund Industry Results
1/25/2007 Highlights of December'06 Mutual Fund Industry Results and Some Observations on Full-Year 2006
12/22/2006 Highlights of November 2006 Mutual Fund Industry Results
11/22/2006 Highlights of October 2006 Mutual Fund Industry Results
10/23/2006 Highlights of September 2006 Mutual Fund Industry Results
9/25/2006 Highlights of August 2006 Mutual Fund Industry Results
8/22/2006 Highlights of July 2006 Mutual Fund Industry Results
7/25/2006 Highlights of June 2006 Mutual Fund Industry Results
6/22/2006 Highlights of May 2006 Mutual Fund Industry Results
5/23/2006 Highlights of April 2006 Mutual Fund Industry Results
4/24/2006 Highlights of March and 1Q’06 Mutual Fund Industry Results
3/22/2006 Highlights of February 2006 Mutual Fund Industry Results
2/22/2006 Highlights of January 2006 Mutual Fund Industry Results
1/25/2006 Highlights of December 2005 Mutual Fund Industry Results
12/22/2005 Highlights of November 2005 Mutual Fund Industry Results
11/22/2005 Highlights of October 2005 Mutual Fund Industry Results
10/24/2005 Highlights of September 2005 Mutual Fund Industry Results
9/23/2005 Highlights of August 2005 Mutual Fund Industry Results
8/22/2005 Highlights of July 2005 Mutual Fund Industry Results
7/25/2005 Highlights of June 2005 and 1H’05 Mutual Fund Industry Results
6/22/2005 Highlights of May 2005 Mutual Fund Industry Results
5/24/2005 Highlights of April 2005 Mutual Fund Industry Results
4/22/2005 Highlights of March 2005 and 1Q’05 Mutual Fund Industry Results
3/22/2005 Highlights of February 2005 and 1Q’05 Mutual Fund Industry Results
2/23/2005 Highlights of January 2005 Mutual Fund Industry Results
1/22/2005 Highlights of December Mutual Fund Industry Results and Some Observations on 2004
12/22/2004 Some 2004 Reflections and Highlights of November 2004 Mutual Fund Industry Results
11/22/2004 Highlights of October 2004 Mutual Fund Industry Results
10/25/2004 Highlights of September and 3Q 2004 Mutual Fund Industry Results
9/23/2004 Highlights of August 2004 Mutual Fund Industry Results
8/24/2004 Highlights of July 2004 Mutual Fund Industry Results
7/23/2004 Highlights of June 2004 Mutual Fund Industry Results
5/31/2004 Highlights of May 2004 Mutual Fund Industry Results
5/21/2004 Highlights of April 2004 Mutual Fund Industry Results
4/22/2004 Highlights of March 2004 Mutual Fund Industry Results
3/23/2004 Highlights of February 2004 Mutual Fund Industry Results
2/24/2004 Highlights of January Mutual Fund Industry Results
1/22/2004 Highlights of December Mutual Fund Industry Results and Some Observations on 2003
12/19/2003 Highlights of November Mutual Fund Industry Results and Some Observations on 2003
11/24/2003 Highlights of October 2003 Mutual Fund Results
10/22/2003 Highlights of September 2003 Mutual Fund Results
9/23/2003 Highlights of August 2003 Mutual Fund Results
8/25/2003 Highlights of July 2003 Mutual Fund Results
7/25/2003 Highlights of June 2003 and 2Q’03 Mutual Fund Results
6/24/2003 Highlights of May 2003 and 2Q’03 Mutual Fund Results
5/27/2003 Highlights of April 2003 Mutual Fund Results
4/22/2003 Highlights of March 2003 Mutual Fund Results
3/24/2003 Highlights of February 2003 Mutual Fund Industry Results
2/24/2003 Highlights of January Mutual Fund Industry Results and Some Observations on 2002
1/23/2003 Highlights of December Results and Some 2002 Observations
12/24/2002 Highlights of November Mutual Fund Industry Results and Some Observations on 2002
11/26/2002 Highlights of October and November Results
10/23/2002 Highlights of September Results
9/24/2002 Highlights of August Results
8/23/2002 Highlights of July 2002 Mutual Fund Industry Results
7/23/2002 Highlights of June 2002 Results, and Reflections about July
6/27/2002 Highlights of May 2002 Results
5/22/2002 Highlights of April 2002 Results
4/24/2002 Highlights of March 2002 Mutual Fund Industry Results
3/22/2002 Highlights of February 2002 Mutual Fund Industry Results
2/27/2002 Highlights of January 2002 Results
1/29/2002 Highlights of December 2001 Results
1/29/2001 Review of 2000 and December Highlights