Date Posted: Jun 27, 2013
Insight June 2013 Monthly

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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