Fund supermarkets in the US 2007

Introduction

Fund supermarkets in the US 2007 examines developments in the US fund supermarket sector and assesses the distribution channels that are in operation. The report analyzes both the current and possible future trends of the industry.

Scope

Sizes the investment funds market and provides forecasts up to 2011. Reviews relevant legislative developments and their implications for fund distribution through supermarkets. Profiles leading fund supermarkets in the US.

Highlights

In 2001, mutual fund purchases by distribution channel were approximately 48% through retirement plans, 37% through sales force outlets such as brokers, financial advisors, and insurance brokers, 10% by direct sales by funds, and 5% through fund supermarkets. The increase in retirement plans has led to an increase in the use of fund supermarkets. Many online brokers offer their own retirement plans, while investors who use an independent financial advisor for their retirement needs will often find that the advisors themselves use fund supermarkets as an efficient means of fund purchase and management. Fidelity is the leading US fund supermarket, offering a total of around 4,600 funds, from around 420 host suppliers including Fidelity itself. The Fidelity.com site offers approximately 222 Fidelity funds, segmented into approximately 60% stock funds, 25% bond funds, 10% international funds, and 5% money market funds.

Reasons to Purchase

Get an overview of the scope of the investment fund market, including past growth and future growth. Analyze the offerings of key providers in the sector. Use our analysis to inform fund marketing and distribution strategies and adapt to changes in the fund supermarket model.