ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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Most Popular Mutual Funds

This analysis is of marketable funds and instruments based on marketable funds. The pages which display the Most Popular Mutual Funds have thresholds which limit the data which is displayed, as follows:

  • No more than 25 funds are displayed for any category or sub-category of funds
  • Funds with assets under management (AUM) less than the amounts listed below are not displayed:
  • Account Tier Minimum AUM for Fund
    All Accounts $1,000,000
    Largest Accounts $1,000,000
    Mid-Sized Accounts $200,000
    Smallest Accounts $50,000
  • Funds held in only one account are not displayed

In addition, if a fund's aggregate AUM is less than three times the minimum value from the table above, the AUM for that fund is not displayed. If a fund is held in less than five accounts, the number of accounts holding that fund is not displayed.

ETFs are included in the Most Popular Funds for All Accounts as well as for the three sub-universes by account size. In addition, ETFs are shown as a separate category for all accounts.

Money Market Funds are not included in the Most Popular Funds for All Accounts or for the three sub-universes by account size. Money Markets are shown only as a separate category for all accounts.

To the extent possible, funds with multiple share classes have been consolidated into a single listing. If there are multiple share classes for a fund, the first ticker symbol (alphabetically) is displayed.

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