An asset management company (AMC) invests pooled funds from clients into a variety of securities and assets. *Total assets reflect the funds included in the survey; NR=Not ranked; **Acquired by Victory Capital Management in July 2019. To qualify for this ranking, firms must offer at least three active mutual funds or actively run exchange-traded funds in Lipper’s general U.S. stock category; one in world equity; and one mixed-asset—such as a balanced or allocation fund. Indeed, No. But the top performers on this year’s Fund Families Ranking—No. Investors have reveled in more than a decade’s worth of markets marching higher in lockstep. To order presentation-ready copies for distribution to your colleagues, clients or customers visit http://www.djreprints.com. A real asset is a tangible investment, such as gold, real estate, or oil, that has an intrinsic value due to its substance and physical properties. Two other funds that helped put the firm on the leaderboard take a more conventional approach; DWS Global Income Builder (KTRAX) and DWS High Income (KHYAX) returned 19.9% and 14.7%, respectively. Copyright ©2020 Dow Jones & Company, Inc. All Rights Reserved. What does it mean to be an active manager in this environment? It was a similar story in fixed income. Accessed May 12, 2020. Aligned focuses on owner-operated companies whose interests are indeed aligned with those of shareholders.

had plunged 20%. They ended 2019 up more than 32%. The 80-stock portfolio was flush with double-digit gainers, including a 43% rise by its largest holding, “All three have to come together for a stock to be eligible to be purchased, and if any one of those three criteria is violated, the stock is sold.”, *Acquired by Victory Capital Management in July 2019. Since the relatively free market in the U.S. is supposed to reward success and punish failure, the biggest fund families ought to be the ones that have served investors the best over time. As such, it is advantageous to focus on fund families instead of fund providers. Their leaders also point to decisions made in late 2018 that set them up to outperform in 2019, after the

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“Companies that have more durable, less volatile earnings and cash flow are the types of companies we tend to be attracted to—and those were the companies that the market rewarded in 2019,” says Ted Maloney, chief investment officer at the Boston-based company. Inception date: July … Its popularity is understandable: It was up 8.8% in 2018 when the market finished in the red, and it has averaged a 19.9% return over the past decade. The first calculation would be 75 times 0.5, which comes to 37.5. Manager and aviation enthusiast Don Wordell credits the strong performance to a strict checklist: “It’s dividends, valuation, and fundamentals,” says the Florida-based manager, whose fund was up 33% in 2019, better than 94% of its peers. It now manages $109 billion in its 59 mutual funds and variable insurance funds. Let's look at some of the biggest stories in the fund world. Meanwhile, CIO Maloney is fluent in the lingo of organizational management—speaking of collective intelligence, unconscious biases, and 360 reviews with gusto.

After Most investors encounter mutual funds through their family names, such as the first words in titles including Vanguard International Growth Fund or Templeton Global Bond Fund. Real estate refers broadly to the property, land, buildings, and air rights that are above land, and the underground rights below it. So it would be 37.5 times 0.354, which equals 13.28. In fact, all of the firms that ranked high this year do what indexers can’t—emphasize and optimize the human element of investing. The active managers that are going to be successful on a long-term basis…can truly stand out in a crowd. The performance of the $28 billion

(PQIAX) to benchmark-beating 28.7% returns.

2 Virtus and No. That's a pretty sweet return. The firm has 450 investment professionals in 17 countries, tending to $494 billion in assets. The fund, which has returned an average 10% annually since its 1993 inception, was up 37.6% last year, thanks in part to longstanding stakes in S&P 500 (DB), from which it was spun out in a partial initial public offering in 2018. As of Q319, BlackRock has approximately $7 trillion in assets under management.. 5 Principal Global Investors are all about specificity—multimanager boutiques in which autonomous teams cultivate their own cultures and investment strategies. “We’re one of the few firms in the world with traditional active, passive, and alternative product suites,” says Kreuzkamp, whose company manages $834 billion globally, with $217 billion in U.S. assets. Still, DWS isn’t assuming that what works today will work in the future. For the 10-year list, they were general equity, 37.6%; mixed asset, 20.1%; world equity, 17.5; taxable bond, 20%; and tax-exempt bond, 4.7%. Vanguard. Has it been a year already? That view helped $20 billion Columbia Dividend Income (LBSAX) log a 28% return in 2019, better than 80% of its Lipper peers. After all, mutual funds that serve their shareholders the best tend to attract more assets, so size seems like a reasonable proxy for success, or at least a reasonable starting point. Because the Best Fund Families results are asset-weighted, firms’ largest funds have the biggest impact on their rankings. The category weightings for the one-year results in 2019 were general equity, 35.4%; mixed asset, 21.1%; world equity, 17%; taxable bond, 21.8%; and tax-exempt bond, 4.6%. When the markets were reeling in 2018, the team underweighted Treasuries and selectively increased exposure to credit—which earned investors 6% in 2019, versus some 4% for its benchmark. This massive research engine is just one distinguishing factor. Charles Schwab. A subtle yet important distinction must be determined before the list can be made, and that is the difference between mutual fund providers and mutual fund families. Accessed May 12, 2020. All funds must have a track record of at least one year. Charles Schwab.

(V), and These include white papers, government data, original reporting, and interviews with industry experts. Fidelity Select Software & IT Services. “But the portfolio manager of the future should understand technology.”. We exclude all passive index funds, including pure index, enhanced index, and index-based, but include actively managed ETFs and so-called smart-beta ETFs, which are passively managed but created from active strategies. Mutual Fund Company Data updated on 8/11/2020 Get info by clicking the …



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