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Rating:Fidelity Tops Website Rankings Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, June 10, 2004

Fidelity Tops Website Rankings

by: Theresa Sim

Fidelity's website comes out tops again among fund firms, reports financial services research firm Dalbar. Vanguard, NYLIM MainStay Funds, The Hartford, and TIAA-CREF rounded out the top five.

Webbies for Funds
Fund Rank Change in Rank*
Fidelity 1 0
American Century 2 +1
Strong 3 -1
T. Rowe Price 4 +1
Franklin Templeton 5 +5
Salomon Smith Barney 6 +2
Vanguard 7 +6
NYLIM MainStay Funds 8 +4
The Hartford 9 +6
TIAA-CREF 10 +6
Source: DALBAR Quarterly web rankings report
Notes: (*) from the previous quarter
Among the changes in websites that the research firm logged for the first quarter included: New York Life Investment Management's MainStay Funds' site added an asset allocation pie chart, and links to helpful books and new education material.

Hartford Life added the capability to download holding information directly into TurboTax, the ability to view manager comments on funds and enhanced trade record viewing and printing capability.

Armada Funds tackled the age-old problem of helping people choose asset allocations appropriate for retirement by providing asset mix and risk information for different age groups. The fund firm also set up a "Fund Focus" website with fact sheets and portfolio manager question and answers.

Among other changes, the report noted that New York Life Investment Management, The Hartford, MFS and One Group all added tax centers or updated tax information on their sites.

Dalbar evaluated 200 websites for the report, called Mutual Fund Webmonitor.

 

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