Barron's Best Fund Families, 2022
OVERALL: 1-Sit, 2-AllianceBernstein, 3-Amundi Pioneer, 4-Pimco, 5-DFA, 6-Neuberger Berman, 7-Natixis, 8-Victory, 9-MainStay, 10-Fidelity, 11-Thrivent,..., 13-Price, 14-USAA,..., 19-John Hancock,..., 21-American Funds, 22-Lord Abbett, 23-Invesco, 24-American Century,..., 29-Nuveen,..., 32-Manning & Napier, 33-Federated,..., 40-BlackRock,..., 43-Vanguard,..., 51-Madison (last entry). Listed are top 10 and some familiar names.
WORLD EQUITY: 1-Amundi Pioneer, 2-Thrivent, 3-DFA, 4-Pimco, 5-Manning & Napier.
US EQUITY: 1-AllianceBernstein, 2-SIT, 3-Pimco, 4-DFA, 5-MainStay
MIXED ASSETS: 1-Victory, 2-Federated, 3-DFA, 4-Pimco, 5-Natixis
TAXABLE BONDS: 1-Amundi Pioneer, 2-American Century, 3-USAA, 4-Lord Abbett, 5-Sit
MUNI BONDS: 1-Nuveen, 2-Invesco, 3-Victory, 4-USAA, 5-John Hancock
Fund families included has at least 3 active mutual funds/OEF and ETFs (including smart-beta/factor), 1 world equity fund, 1 mixed asset fund, 2 taxable bond funds, 1 muni bond fund. A composite performance score was used for rankings.
Notable omissions due to not meeting requirements included Dodge & Cox, Janus, etc
There were several notable consolidations: Eaton Vance was bought by Morgan Stanley, BMO Asset Management by Columbia Threadneedle, Ivy Funds by Macquarie (previously bought Delaware Funds), etc.https://www.barrons.com/articles/barrons-best-fund-families-51645201043?refsec=fundshttps://ybbpersonalfinance.proboards.com/thread/252/barrons-best-fund-families