Barron’s BEST FUND FAMILIES. They were evaluated in 5 categories to produce overall weighted scores – US equity, world equity, mixed assets, taxable bonds, muni bonds. Only active funds were considered, but that meant factor- and active- ETFs. Excluded were Janus Henderson, Dodge & Cox, etc, as they didn’t have enough funds within the 5 categories. Some funds from last year were merged into others, so skipped (but Putnam/Franklin Templeton was too recent). Listed here are Annual and 5-yr rankings; see the online/paper issue for 10-yr and category-wise rankings.
ANNUAL Ranking: #1-Putnam, #2-Fidelity, #3-PGIM, #4-Virtus, #5-Touchstone, #6-Nuveen/TIAA, #7-Rowe Price,…, #10-BlackRock,…, #12-Pimco, #13-State Street, #14-Vanguard,…,#17-DFA,…, #26-Morgan Stanley,…, #30-BNY Mellon,…, #32-Franklin Templeton,…, #34-Capital Group/AF,…, #38-Invesco,…, #45-J P Morgan.
5-YEAR: #1-Putnam, #2-Fidelity, #3-Sit, #4-Amundi, #5-Virtus, #6-State Street, #7-DFA, #8-Nuveen/TIAA,…, #10-Pimco,…, #13-PGIM, #14-J P Morgan,…, #17-Vanguard,…, #25-Morgan Stanley, #26-BlackRock, #27-Rowe price,…, #29-BNY Mellon, #30-Capital Group/AF,…, #39-Invesco,…, #43-Franklin Templeton.
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