Key Learnings From Investor Search Data #infographic

A fund family must have at least three funds in the overall equity category of Lipper to qualify for the Barron's Fund Survey, one in world equity, one mixed-asset fund (such as a balanced or target-date fund), two taxable-bond funds, and one tax-exempt domestic bond fund. Fund loads and 12b-1 fees are not included in the return calculation as the goal is to assess the ability of the manager.

infographic by: www.nylinvestments.com

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