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mutual fund



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As of the second quarter, U.S. stock and mutual fund holdings came to $63 trillion, according to the Federal Reserve—nearly double the amount at the end of 2022.

From The Wall Street Journal ● Sep. 24, 2026

That’s because the looming mammoth IPOs of Anthropic, OpenAI, and others, may coincide with a calendar-based mutual fund tax strategy to encourage additional selling of poor performers.

From MarketWatch ● Sep. 7, 2026

The average U.S.-stock mutual fund or exchange-traded fund posted an average total return in the month of 2.4%, according to statistics from LSEG, to push the year-to-gain to 12.6%.

From The Wall Street Journal ● Sep. 7, 2026

The author of the BCA note, Doug Peta, said that in the early 1980s, the value of equity portfolios and mutual fund holdings was far less than half of households’ disposable income.

From MarketWatch ● Aug. 17, 2026

Jim went into the insurance and mutual fund business, and from there he made the switch to banking.

From "Class Matters" by The New York Times



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