Key Learnings From Investor Search Data #infographic - Visualistan

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Key Learnings From Investor Search Data

To qualify for the Barron’s Fund Survey, a fund family must have at least three funds in Lipper’s general equity category, one in world equity, one mixed-asset fund (such as a balanced or target-date fund), two taxable-bond funds, and one national tax-exempt bond fund. Fund loads and 12b-1 fees aren’t included in the calculation of returns because the aim is to measure the manager’s skill.
Key Learnings From Investor Search Data #infographic


infographic by: www.nylinvestments.com

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Key Learnings From Investor Search Data #infographic

Key Learnings From Investor Search Data

To qualify for the Barron’s Fund Survey, a fund family must have at least three funds in Lipper’s general equity category, one in world equity, one mixed-asset fund (such as a balanced or target-date fund), two taxable-bond funds, and one national tax-exempt bond fund. Fund loads and 12b-1 fees aren’t included in the calculation of returns because the aim is to measure the manager’s skill.
Key Learnings From Investor Search Data #infographic


infographic by: www.nylinvestments.com

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