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.
subscriptions
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
research
US Fund Positioning: Latest Insights
Global EM Funds: Country Positioning Update
- The latest country positioning data from our Emerging Market fund research
Reassessing Turkey: EM Fund Managers Show Signs of Sentiment Shift
- After a decade-long bear market in investor positioning, GEM managers are beginning to show tentative signs of a sentiment shift towards Turkey.
China: Darkest before the Dawn?
- Sentiment among Global Equity funds plunges to new depths.