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

All Accounts


  Ticker Description Fund Category Accounts AUM ($)
1PRADXPIMCO TOTAL RETURN FUNDUS Bonds Medium Term Investment Grade8,060 1,430,110,693
2FAFIXNUVEEN CORE BOND FUNDUS Bonds Medium Term Medium Grade506 629,487,429
3FAIIXNUVEEN INTERMEDIATE TERM BOND FUNDUS Bonds Medium Term Investment Grade503 583,747,972
4MIEIXMFS INSTITUTIONAL INTERNATIONAL EQUITY FUNDForeign Equities Large Cap Blend698 554,929,557
5FADSXNUVEEN EQUITY INDEX FUNDUS Equities Large Cap Blend516 551,036,102
6VINIXVANGUARD INSTITUTIONAL INDEX INSTITUTIONAL S&P 500 FUNDUS Equities Large Cap Blend1,248 523,031,721
7AEGBXAMERICAN EUROPACIFIC GROWTH FUNDForeign Equities Large Cap Growth5,367 447,379,743
8AGRBXGROWTH OF AMERICA FUNDUS Equities Large Cap Growth3,917 346,147,866
9VAIPXVANGUARD INFLATION PROTECTED SECURITIES FUNDUS Bonds Medium Term Investment Grade2,653 316,409,493
10DODGXDODGE AND COX STOCK FUNDUS Equities Large Cap Blend1,317 305,532,709
11FCNKXFIDELITY CONTRA FUNDUS Equities Large Cap Growth3,279 277,897,455
12DODFXDODGE AND COX INTERNATIONAL STOCK FUNDForeign Equities Large Cap Blend1,498 257,537,642
13VITSXVANGUARD TOTAL STOCK MARKETS INDEX FUNDUS Equities Large Cap Blend595 235,153,101
14VBMFXVANGUARD TOTAL BOND MARKETS INDEX FUNDUS Bonds Medium Term Investment Grade1,385 221,292,279
15VIFSXVANGUARD 500 INDEX SIGNAL FUNDUS Equities Large Cap Blend799 205,504,417
16PCRIXPIMCO COMMODITY REAL RETURN STRATEGY FUNDUS Bonds Long Term Investment Grade818 202,763,479
17FGBRXTEMPLETON GLOBAL BOND FUNDForeign Bonds Medium Term Medium Grade2,316 191,639,049
18HAINXHARBOR FUNDForeign Equities Large Cap Growth1,114 183,056,761
19VFSIXVANGUARD SHORT TERM INVESTMENT GRADE FUNDUS Bonds Short Term Medium Grade1,058 176,898,356
20VWITXVANGUARD INTERMEDIATE TERM TAX EXEMPT FUNDUS Bonds Medium Term Investment Grade524 172,054,304
21DFIHXDFA ONE YEAR FIXED INCOME FUNDUS Bonds Short Term Investment Grade568 159,932,744
22LKFIXLUTHER KING CAPITAL MANAGEMENT FIXED INCOME FUNDOther 219 159,120,592
23VFIAXVANGUARD 500 INDEX FUNDUS Equities Large Cap Blend1,601 158,314,970
24DODIXDODGE AND COX INCOME FUNDUS Bonds Medium Term Investment Grade1,033 157,648,557
25JSOAXJP MORGAN STRATEGIC INCOME OPPORTUNITIES FUNDUS Bonds Short Term Medium Grade448 156,512,902
Data created: 2012-01-29
Website by the Boston Web Company