USA Equity Funds
300 Active US Equity Strategies
Combined AUM $3.3tr
Our US fund universe comprises 300 of the largest US active mutual funds by AUM. Our process involves the capture, authentication and cleansing of each funds’ most recently published portfolio filings, with history going back to 2008.
We offer original, thought provoking research on active fund positioning across our group of influential US equity strategies. For each fund that resides in our research, we produce bespoke reports detailing how positioning, performance and fund characteristics stand out from competitors in the active US equity space.
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Sample Our US Research
Our US fund research is offered on a subscription basis and comprises 2 separate offerings - Market Insights and Fund Intelligence. Please use the form opposite to request a sample peer group analysis report, information on pricing and the latest piece on active fund positioning in the US equity market