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


Select Account Tier
Full Universe
Largest Accounts
Mid-Sized Accounts
Smallest Accounts


Select Data Set

All Accounts

US Equities by Mkt Cap

     Large Cap
     Mid Cap
     Small Cap


US Equities by Style

     Value
     Blend
     Growth

Foreign Emerging Equities

For Dev Eq by Mkt Cap

     Large Cap
     Mid Cap
     Small Cap


For Dev Eq by Style

     Value
     Blend
     Growth


Corp Bonds by Maturity

     Short Term
     Medium Term
     Long Term


Corp Bonds by Quality

     Investment Grade
     Mid Grade
     High Yield


Muni Bonds by Maturity

     Short Term
     Medium Term
     Long Term


Muni Bonds by Quality

     Investment Grade
     Mid Grade
     High Yield

Foreign Bonds

ETFs (All)

Money Markets (All)

Most Popular Mutual Funds

Largest Accounts


  Ticker Description Fund Category Accounts AUM ($)
1PRADXPIMCO TOTAL RETURN FUNDUS Bonds Medium Term Investment Grade5,639 1,566,512,314
2VINIXVANGUARD INSTITUTIONAL INDEX FUNDUS Equities Large Cap Blend762 946,826,383
3ABEMXABERDEEN EMERGING MARKETS FUNDForeign Equities Large Cap Blend724 873,687,108
4AEGBXAMERICAN EUROPACIFIC GROWTH FUNDForeign Equities Large Cap Blend2,323 576,137,015
5VIFSXVANGUARD 500 INDEX SIGNAL FUNDUS Equities Large Cap Blend818 433,715,794
6VAIPXVANGUARD INFLATION PROTECTED SECURITIES FUNDUS Bonds Medium Term Investment Grade1,062 429,260,940
7DODGXDODGE AND COX STOCK FUNDUS Equities Large Cap Blend1,317 410,008,298
8DBLTXDOUBLELINE TOTAL RETURN BOND FUNDUS Bonds Medium Term Investment Grade1,377 354,763,243
9VITSXVANGUARD TOTAL STOCK MARKETS INDEX FUNDUS Equities Large Cap Blend355 353,179,320
10FCNKXFIDELITY CONTRA FUNDUS Equities Large Cap Growth1,223 310,626,283
11AGRBXGROWTH OF AMERICA FUNDUS Equities Large Cap Growth781 307,147,140
12HAINXHARBOR FUNDForeign Equities Large Cap Growth1,062 295,609,632
13DODFXDODGE AND COX INTERNATIONAL STOCK FUNDForeign Equities Large Cap Blend968 292,865,991
14ODMAXOPPENHEIMER DEVELOPING MARKETS FUNDForeign Equities Large Cap Blend1,795 266,707,736
15VFSIXVANGUARD SHORT TERM INVESTMENT GRADE FUNDUS Bonds Short Term Medium Grade1,063 265,277,113
16FGBRXTEMPLETON GLOBAL BOND FUNDForeign Bonds Medium Term Medium Grade1,554 239,313,297
17DFIHXDFA ONE YEAR FIXED INCOME FUNDUS Bonds Short Term Investment Grade259 226,444,332
18FADSXNUVEEN EQUITY INDEX FUNDUS Equities Large Cap Blend175 218,421,190
19JENIXJENSEN QUALITY GROWTH FUNDUS Equities Large Cap Growth399 217,391,586
20MIEIXMFS INSTITUTIONAL INTERNATIONAL EQUITY FUNDForeign Equities Large Cap Blend200 214,601,203
21DODIXDODGE AND COX INCOME FUNDUS Bonds Medium Term Investment Grade581 214,445,256
22FFIIXNUVEEN CORE BOND FUNDUS Bonds Medium Term Medium Grade168 207,712,723
23LKFIXLUTHER KING CAPITAL MANAGEMENT FIXED INCOME FUNDOther 232 200,545,579
24VMLTXVANGUARD LIMITED TERM TAX EXEMPT FUNDUS Bonds Short Term Investment Grade383 198,279,466
25NAESXVANGUARD SMALL CAP INDEX FUNDUS Equities Small Cap Blend556 191,643,978
Data created: 2013-06-16
Website by the Boston Web Company