In-Depth Overviews
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Below are our most recent commentaries. To find a past study, use the full list of reports by date, or reports by topic, or through full-text keyword search .


Most Recent Reports
February 2020 Sub-Advisory Mandate Change Report Mandate Change Report - December 2019
February 2020 529 Fee Analysis 4Q 2019 529 Fee Analysis
February 2020 529 Data Quarterly 4Q 2019 529 Quarterly Data Update
February 2020 529 Qualitive Quarterly 4Q 2019 529 Quarterly Update
February 2020 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q4
February 2020 Sub-Advisory Breakpoint Fee Schedule Databook Subadvisory Breakpoint Fee Schedule Databook - 2019-Q4
February 2020 Sub-Advisory Market Share Databook Subadvisory Market Share Databook - 2019-Q4
February 2020 Sub-Advisory Performance Databook Subadvisory Performance by Mstar Databook - 2019-Q4
February 2020 Sub-Advisory Performance Databook Subadvisory Performance Databook - 2019-Q4
January 2020 FlowWatch Simfund VA Flow Watch December 2019
January 2020 Flow Watch Statistics December 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
January 2020 Sub-Advisory Mandate Change Report Mandate Change Report - November 2019
December 2019 Windows Windows into the Mutual Fund Industry November 2019
December 2019 Sub-Advisory Mandate Change Report Mandate Change Report - October 2019
December 2019 Flow Watch Statistics November 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis