Date Posted: Jun 27, 2013

Insight June 2013 Monthly

The current issue of Insight documents, for the first time, sales and redemption trends by series of funds. The focus is on non-A (or original) series, including the F-series designed for fee-based accounts, D-series for the online/discount brokerage or ebanking platforms, HNW-series, T-series targeting improved tax-efficiency of withdrawals and the Advisor-series of no load companies. The report features an in-depth analysis of recent trends in each individual series, including new information on net new money, gross sales and redemptions.
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