Mutual fund families
What is a fund family?
Appendix Fund Family 150 Definitions Definitions are listed in the order which they appear on the fund family pages. Fund Family Research Fund Family Name A fund family is the overarching term for all investment funds offered by one and the same investment company.
What is a fund family's quantitative rank?
From 1 to 150, a fund family’s Quantitative Rank helps investors evaluate fund families based on the quality of their fund lineup. The rankings are based on the asset-weighted average of individual fund scores from each fund family.
What are the 25 largest fund families?
The 25 Largest Fund Families by Fund Assets Vanguard Fidelity BlackRock American Funds State Street T. Rowe Price Invesco Templeton JP Morgan DFA PIMCO MFS Schwab TIAA / Nuveen Dodge & Cox Jackson National Columbia Threadneedle Janus Henderson Lord Abbett PGIM Principal John Hancock American Century Hartford Goldman Sachs
What is a fund family's fee level?
In this report, the fund family’s Fee Level is the arithmetic mean of the fee levels for its open- end funds. In this chart, we show the percentage of open-end fund assets by one of five Fee Levels: Low, Below Average, Average, Above Average, and High.
[PDF File]Ranking Mutual Fund Families: Minimum Expenses and Maximum ...
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Abstract We evaluate the performance of 51 mutual fund families based on a study of their diversified US managed mutual funds over an 11 year period and explore the determinants of performance gross of published expenses. We find that mutual fund families which charge loads, high expenses to their most favored investors and have high
[PDF File]Morningstar Fund Family 150 Report
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Morningstar Fund Family 150 Research on the 150 Largest U.S. Fund Families Introduction The Fund Family 150 report helps thousands of investors evaluate the 150 largest U.S. fund...
[PDF File]Mutual Fund Flows and Cross‐Fund Learning within Families
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Mutual Fund Flows and Cross-Fund Learning within Families DAVID P. BROWN and YOUCHANG WU∗ ABSTRACT We develop a model of performance evaluation and fund flows for mutual funds in a family. Family performance has two effects on a member fund’s estimated skill and inflows: a positive common-skill effect, and a negative correlated-noise effect.
Family Values and the Star Phenomenon: Strategies of Mutual ...
Consistent with our conjecture, families with high variation in investment strategies across funds significantly underperform low-variation families. Most mutual funds are members of fund families.1 There are good reasons for this. A family structure brings economies of scale to the distribution, servicing, and promotion of funds.
Family Values and the Star Phenomenon: Strategies of Mutual ...
Strategies of Mutual Fund Families We examine the extent to which a fund’s cash flows are a ffected by the stellar performance of other funds in its family — and consequences of such spillovers. We show that star performance results in greater cash in flow to the fund and to other funds in its family.
[PDF File]Favoritism in Mutual Fund Families? Evidence on Strategic ...
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Favoritism in Mutual Fund Families? 75 funds, that is, those more likely to generate fee income or new investor flows, at the expense of other “low value” funds belonging to the same family. In particu-lar,weconsiderthreetypesofcross-fundsubsidizationstrategies:(1)enhancing
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