Key Learnings From Investor Search Data #infographic

To qualify for the Barron’s Fund Survey, a fund family have to have at least three funds in Lipper’s frequent equity category, one in world equity, one mixed-asset fund (such as a balanced or target-date fund), two taxable-bond funds, and one countrywide tax-exempt bond fund. Fund masses and 12b-1 expenses aren’t covered in the calculation of returns because the purpose is to measure the manager’s skill.

infographic by: www.nylinvestments.com

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