Barron s top fund families 2018

    • [PDF File]Victory Capital Ranks 9th in Barron s 2018 Best Fund Families

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      Barron s rankings. The firm also took fourth place in the mixed asset category and fifth place in the taxable bond category for 2018. This is the second consecutive year that Victory Capital has been ranked among the top 10 best fund families and the fifth consecutive year that it has been ranked among the top 25 best fund families by Barron s.


    • [PDF File]THE TOP SUSTAINABLE MUTUAL FUNDS

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      FUND HAS BEATEN THE S&P 500. FUND HAS SUSTAINABLE MANDATE. THE TOP . SUSTAINABLE. MUTUAL FUNDS. Barron’s. selected the 203 U.S. large-company, actively managed funds with the most sustainable portfolios, and ranked them by one-year returns.


    • [PDF File]Cover Story Barron’s Fund Family Ranking

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      The Best Fund Families of 2018 This is the second year we’ve ranked the fund families purely on their actively managed funds—all of them. *Total assets reflect funds included in the survey. Total FUND RANKING AssetsWeighted U.S. World Mixed Taxable Tax-Exempt Rank Family (mil)*Score Equity Equity Equity Bond Bond 30.


    • TAXABLE BOND CATEGORY ULTRA SHORT BOND FUND

      Barron's Top Fund Families of 2019, February 14, 2020, Lord Abbett Funds ranked 5 out of 55, 3 out of 52, 2 out of 45 mutual fund families within the taxable bond category for the 1-, 5- and 10- year periods ending 12/31/2019, respectively.


    • TAXABLE BOND CATEGORY HIGH YIELD FUND

      Barron's Top Fund Families of 2019, February 14, 2020, Lord Abbett Funds ranked 5 out of 55, 3 out of 52, 2 out of 45 mutual fund families within the taxable bond category for the 1-, 5- and 10- year periods ending 12/31/2019, respectively.


    • [PDF File]ULTRA SHORT BOND FUND

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      Barron's Best Mutual Fund Families, February 8, 2014, #3 in the Taxable Bond Category among 64 fund families . Based on the net total return of the one −year period ending 12/31/2013. Barron's Best Mutual Fund Fami lies, February 11, 2013, #2 in the Taxable Bond Category amon g 62 fund families.


    • [PDF File]Brinker Capital Ranks 10th in Barron’s 2018 Best Fund Families

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      were ranked tenth in the “Barron’s Best Fund Families of 2018.” The Destinations Funds, which launched as a series of 10 multi-manager mutual funds in March 2017, placed in the top 10 on the list in its first year of eligibility. The award overall is out of 57 fund families for actively


    • [PDF File]Our 12 th straight year MFS’ Long-Term Performance ...

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      top 10 across all time frames since 2008 Past performance is no guarantee of future results. Keep in mind that all investments, including mutual funds, carry a certain amount of risk, including the possible loss of the principal amount invested. Source: Barron’s, “Best Fund Families for 2019,” February 17, 2020.


    • [PDF File]STRAIGHT YEAR OUR 5 OUR 5 STRAIGHT YEAR STRAIGHT …

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      AS ONE OF THE “BEST MUTUAL FUND FAMILIES ... Mutual fund Weighted 3US World Mixed Taxable Tax-Exempt Rank Family assets (bil) score Equity Bond Putnam Investment Management 74.54 4 5 9 11 30 2. PIMCO/Allianz 33 8 5 3 18 3. The Hartford 57.4 2 14 19 24 74 JPMorgan 185.3 67.36 1220 7 48 5.


    • [PDF File]The Best Mutual Fund Families - J.P. Morgan

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      The Best Mutual Fund Families. Source: Lipper. The Best Fund Families of 2014. FUNDRANKING. Rank Family Total Assets (bil)* Weighted Score. U.S. Equity World Equity Mixed ... To qualify for the Barron’s/Lipper fund survey, a group must have at least three funds in Lipper’s general U.S.-stock cat-. .


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