State Street Inst Liq Reserve Prem (SSIXX) | 5.35 |
Dreyfus Cash Mgmt Preferred (DCEXX) | 5.32 |
Federated Hermes Inst Prime Obligs IS (POIXX) | 5.30 |
Morgan Stanley Inst Liq Prime MMP Inst (MPFXX) | 5.30 |
Western Asset Prem Inst Liq Res Cap (WAAXX) | 5.30 |
Invesco Premier Investor (IMRXX) | 5.34 |
First American Ret Prime Obligs X (FXRXX) | 5.34 |
Morgan Stanley IL Liq MMP Wealth (MWMXX) | 5.34 |
UBS Prime Preferred Fund (UPPXX) | 5.32 |
Allspring MMF Prm (WMPXX) | 5.31 |
Federated Hermes Muni Oblig WS (MOFXX) | 3.52 |
Allspring Nat T-F Prem (WFNXX) | 3.34 |
Fidelity Inv MM: Tax Exempt I (FTCXX) | 3.29 |
Vanguard Municipal MMF (VMSXX) | 3.29 |
T. Rowe Price Tax Exempt MF i (TERXX) | 3.20 |
The September issue of our Bond Fund Intelligence, which will be sent to subscribers Monday morning, features the stories, "Vanguard Adds Core Tax-Exempt & Short Tax-Ex ETF," which quotes a press release on some new ETF launches, and "JPM: Short Bond Funds See Inflows; SEC on Form N-PORT," which discusses recent inflows into short-term bond funds. BFI also recaps the latest Bond Fund News and includes our Crane BFI Indexes, which show that bond fund returns rose again in August while yields were lower. We excerpt from the new issue below. (Contact us if you'd like to see our latest Bond Fund Intelligence and BFI XLS spreadsheet, or our Bond Fund Portfolio Holdings data.)
MFI PDF February 2022 Issue |
Largest Money Fund Managers |
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The February 2022 issue of Money Fund Intelligence features: "Fee Waivers Poised to Shrink, MMF Revenue Ready to Jump," which discusses recent earnings calls and expectations for Fed hikes to remove waivers; "Money Fund University '22 Highlights: Supply, New Regs," which quotes from our latest basic training conference; and, "Swing Pricing Main Focus in SEC's Money Fund Reforms," which covers articles explaining the SEC's controversial fee proposal. Each monthly issue of Money Fund Intelligence features news, performance information and rankings on money market mutual funds. Statistics include: assets, weighted average maturity, weighted average life, expense ratio, 7-day yield, 30-day yield, 1-year, 3-yr, 5-yr, 10-yr, and since inception return, as well as 7- and 30-day gross yields. MFI also contains tables of the top-yielding and the largest money funds, and our benchmark Crane Money Fund Indexes. Subscriptions are $500 a year, and include online access to archived issues and additional features. Bulk discounts and site licenses are available. Write info@cranedata.com or call 1-508-439-4419 to subscribe or to request more information. |
The table below is excerpted from our monthly spreadsheet product, Money Fund Intelligence XLS. It shows the largest money market mutual fund managers as of January 31, 2022. (MFI XLS contains percentile rankings, fund family rankings, MNAVs, WLA, portfolio composition, and more). |
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Crane Data is a money market and mutual fund information company founded by Peter G. Crane and Shaun Cutts. We collect money market mutual fund, bank savings, and cash investment performance, statistics, and information and distribute rankings, news, and indexes.
Crane Data publishes Money Fund Intelligence, Money Fund Intelligence XLS, Money Fund Wisdom, the Crane Money Fund Indexes, and a series of products tracking money markets, mutual funds and cash investments. We also produce conferences, including Crane's Money Fund Symposium. For more information and samples, e-mail info@cranedata.com or call us at 1-508-439-4419.
Grant's Interest Rate Observer writes about "Warren Buffett's money fund" in its latest issue. The piece tells us, "As recently as June 30, 2022, Berkshire Hathaway's cash, near cash and Treasury-bill holdings tallied to just 31% of the …
Money market veterans Fred Berretta and Fritz Curtis have joined Deep Blue Investment Advisors. Deep Blue is based in Florida and manages public funds or LGIPs (local government investment pools).
John McColley retired from Columbia Threadneedle Investments after almost 40 years of service. He is succeeded by Portfolio Manager Ryan Krieg. We wish John all the best in retirement!
Alastair Sewell of Aviva Investors was elected Chair of IMMFA, the London-based Institutional Money Market Funds Association, replacing Kim Hochfeld of SSGA. IMMFA is the "trade association representing the European money market fund industry," according to their website.
Please join us for our next live conference, Bond Fund Symposium, which will take place in person March 28-29, 2022 in Newport Beach, Calif. Bond Fund Symposium focuses on ultra-short bond funds and investing beyond money market funds. Also, mark your calendars for our next big show, Money Fund Symposium, which is scheduled for June 20-22, 2022 in Minneapolis, Minn., and for our next European Money Fund Symposium, which is scheduled for Sept. 27-28, 2022 in Paris, France. Finally, thanks to those who attended and supported our recent Money Fund University. We'll hold our next MFU on Dec. 15-16, 2022 in Boston, Mass. Watch for details in coming months. Let us know if you'd like more information on any of our shows, and we hope to see you back out on the road soon! Note that conference recordings and materials are available to conference attendees and Crane Data subscribers at the bottom of our "Content" page.