Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Putnam, T. Rowe and Aberdeen Top a List of Best Fund Families Not Rated 5.0 Email Routing List Email & Route  Print Print
Wednesday, February 3, 2010

Putnam, T. Rowe and Aberdeen Top a List of Best Fund Families

by: Daniel Tovrov

Barron's and Lipper Research anointed Putnam Investment Management the best fund family of 2009. With $43 billion AUM, Putnam tallied the highest average score among the five subdivisions -- U.S. Equity, World Equity, Mixed Equity, Taxable Bonds and Tax-Exempt Bonds -- though it did not receive a number one spot in any of the categories.

Following Putnam, in top-down order, were T. Rowe Price, Aberdeen Asset Management, FAF Advisors, and Nuveen Asset Management. There were 61 fund families ranked overall, with State Farm filling the last place.

The market recovery of 2009 certainly helped all the fund firms, but gave Putnam a needed boost in U.S. and World Equity Funds. Putnam's rise to the top of the list this year seems extremely impressive; the Boston company finished 57th out of 59 on the 2008 list.

The three largest mutual fund firms, Vanguard, American Funds, and Fidelity, placed 40th, 31st and 26th in the performance based ratings respectively. BlackRock, now the world's largest asset manager, finished at 38. Aberdeen and Frost Investment Advisors were the smallest fund families on the list, each with under $2 billion AUM.

See the full 2009 rankings here.

 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. IMEA webinar - Catch the AI Wave: A Practical Guide to Moving From Experimentation to Impact, August 4
  2. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  3. Samfund Soiree Boston 2025, August 21
  4. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  5. ICI ETF Conference, Sep 8-10
  6. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  7. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  8. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  9. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  10. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  11. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  12. IMEA Portfolio Construction Roundtable, September 24
  13. Expect Miracles Atlantic Coast Classic 2025, September 29
  14. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  15. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  16. 10th annual Fuse Forum, October 8
  17. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  18. 2025 MMI Annual Conference, Oct 15-17
  19. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  20. MFDF In Focus webinar - Audit Committee Chair, November 5
  21. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  22. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  23. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  24. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use