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[PDF File]Barron’s “Top Fund Families of 2019,” #1 in the Tax-Exempt ...
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Mutual Fund Accounts Individual Retirement Accounts Group Retirement Plans Barron’s “Top Fund Families of 2019,” #1 in the Tax-Exempt Bond category for the one-year performance ended December 31, 2019, among 55 qualifying firms. Barron’s Top Fund Families of 2019, February 14, 2020, #5 in the Taxable Bond Category among 55 fund families.
barron's top fund families 2019

[PDF File]The Best Fund Families of 2017 - The Wall Street Journal
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The Best Fund Families of 2017 This year’s ranking includes firms’ entire roster of actively managed mutual and exchange-traded funds (and most smart beta ETFs), but excludes most index funds. Natixis takes the top spot for the second year in a row, and the third time in the five years it’s been in the Fund Families ranking.
barron's best mutual fund families 2019

[PDF File]The Best Fund Families of 2015 - The Wall Street Journal
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The Best Fund Families of 2015 Small, family-owned Sit Investment Associates topped this year’s ranking, thanks to a strong showing in its growth-stock picking. The volatile market took its toll: None of last year’s top 10 made this year’s top 10. U.S. Equity Pimco’s equity funds ranked fourth last year; Manning & Napier remains near ...
barron's top mutual funds

[PDF File]Ivy Funds Tops “Best Mutual Fund Families” In Barron’s ...
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Top 5 in 5-year ranking for 6 straight years OVERLAND PARK, KS, February 10, 2014/– Ivy Funds again turned in a strong showing in Barron’s latest “Best Mutual Fund Families,” ranking No. 1 over the last 10 years, and No. 5 over the last five years. It continues a string of strong performances for Ivy, as the fund family has appeared in ...
barron's fund family ranking

[PDF File]Our 12 th straight year MFS’ Long-Term Performance ...
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Barron’s Fund Survey, a group must have had at least three funds in Lipper’s general equity category, one world equity category, one mixed-asset (such as balanced or target-date fund), at least two taxable-bond funds and one national tax-exempt bond fund. Beginning in
barron's fund rankings

[PDF File]Earns 10 Place for 10-Year Period
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to be ranked 7th in “Barron’s Top Fund Families” for the five-year period and 10th for the 10-year period ended December 31, 2019. The firm was ranked 17th overall on a one-year basis for 2019. This is the sixth consecutive year that Victory Capital has been ranked among the top 25 fund families by Barron’s.
american funds barron's

[PDF File]The Best Fund Families of 2018
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U.S. Equity Mainstay was in the top five for U.S. Equity last year as well. World Equity Natixis is at the bottom of U.S. and World Equity categories as well as the main list. Mixed Asset The best and worst of balanced, target-date, and other asset allocation fund performance. Taxable Bond American and Dimensional are not
barron's best fund families

Delaware Investments Tops “Barron’s Fund Families Report ...
1-year period ended Dec. 31, 2011, out of 58 fund families ranked. In specific asset categories, Delaware Investments ranked 2nd thin U.S.-Equity Funds and 4 in World -Equity Funds. “This is a tremendous honor to land on top of the Barron’s rankings,” said Patrick P. …
barron's top fund families 2019

[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.
barron's best mutual fund families 2019

Barron s top fund families