Cerulli Associates

Mutual Funds

Cerulli captures AUM flows across the mutual fund industry to deliver a well-grounded assessment of product supply, demand across institutional and retail channels, and evolving fees.

Mutual funds

Publications

  • Annual report
  • The Cerulli Edge
The Cerulli Edge

U.S. Product Development Edition

Quarterly

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Report

The State of U.S. Retail and Institutional Asset Management 2024

Annual

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Report

U.S. Asset Allocation Model Portfolios 2024

Annual

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Report

U.S. Defined Contribution Distribution 2024

Annual

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Report

U.S. Intermediary Distribution 2024

Annual

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Report

U.S. Managed Accounts 2024

Annual

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Report

U.S. Retail Investor Products and Platforms 2024

Annual

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Report

U.S. Product Development 2024

Annual

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STRATEGIC CONSULTING & CUSTOM RESEARCH

Cerulli Consulting

Identify opportunities for scale, explore new market potential, and develop a strategic plan.

Learn More

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