The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
Monday, December 30, 2019|
Who Runs the Best Funds of the Year?
When it comes to the best mutual funds of 2019 in the eyes of one prominent mutual fund industry watcher, only eight firms' wares make the cut.
The list varies in size, as it includes all funds that pass certain criteria; this year he used eight criteria, including price (cheapest quintile "prospectus adjusted operating expense ratio" for the category), PMs who eat their own cooking (with more than $1 million in their own fund), risk (below the "high" level on M*'s risk ratings), positive M* analyst ratings (bronze or higher), strong M* parent rating (better than neutral or average), above benchmark returns (over PM's tenure, minimum of five years), accessibility (minimum investment of $50,000 or less), and no funds of funds.
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