Key Learnings From Investor Search Data #infographic

To qualify for the Barron's Fund Survey, a fund family must have at least three funds in the overall Lipper equity category, 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 estimate, as the goal is to assess the manager's performance.

Also Visit: The Difference Between Mutual Funds And Etfs.

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