Largest mutual fund providers

    • [PDF File]2019

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      Mutual fund net sales totalled $16.9 billion in 2019 and ETF net sales totalled $27.9 billion. While mutual fund net sales rebounded from 2018, they remained notably lower from the historic highs of 2014 and 2015. ETF net sales set a record high in 2019. 2019 was the fourth year on record that ETF net sales

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    • [PDF File]Collective Investment Trusts Lower Costs and Greater ...

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      Collective Investment Trusts Lower Costs and Greater Flexibility An Institutional Approach to Investing Retail mutual fund managers typically manage portfolios with the needs of both taxable and tax-exempt investors in mind. In contrast, many CITs designed for retirement plans are managed exclusively to meet the needs of tax-exempt

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    • [PDF File]FOR IMMEDIATE RELEASE Follow us on Twitter @FidelityNews

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      Low Cost Index Mutual Fund Provider: As one of the largest index mutual fund providers with $ 529.4 billion. viii, Fidelity has systematically reduced pricing for the funds by nearly 50% to provide greater value to investors. Notably, all of the Fidelity stock and bond index funds and sector ETFs have total net expenses lower than all of

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    • MetWest Total Return Bond Fund - TCW Group

      Families, TCW manages one of the largest mutual fund complexes in the U.S. with approximately $102 billion in assets under management. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals. As of March

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    • [PDF File]2020 VISION THE FUTURE FOR FUND ADMINISTRATORS

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      for administering a diverse set of funds, from mutual funds and multi-asset funds to hedge funds and private equity In addition, Longitude Research interviewed more than 15 leading asset managers, fund administrators and other subject experts in order to add qualitative insights to the quantitative data produced by the survey.

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    • [PDF File]U.S. Large Company Stock Index Fund

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      Glossary & Investment Option Disclosures FUNDOV 02/11/2020 Page 2 of 3 022318 U.S. Large Company Stock Index Fund GP22/632620544 Alpha Alpha is a measure of the difference between a portfolio’s actual returns and its expected performance, given its level of risk as measured by beta.

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