
Andrew Shilling is specialist of editorial operations at Arizent. Follow him on Twitter at @AndrewWShilling.
Andrew Shilling is specialist of editorial operations at Arizent. Follow him on Twitter at @AndrewWShilling.
Here are the industry’s top 20, which brought in more than $700 billion in assets.
Over the past year, the lineup of stock and bond funds notched an average gain of more than 25%.
This group carried fees nearly three times the industry average.
These long-term leaders also generated gains of more than 76% over the past year.
Just one of the leading 20 mutual funds and exchange-traded products eked out a gain this past decade.
Funds at the top have notched triple digit returns in the last year.
The team’s client base primarily consists of business owners, corporate retirement plans, families and individuals and retirees.
The 20 categories with the biggest gains are home to nearly $10 trillion in combined assets.
The 20 funds in this ranking carried an average expense ratio of more than twice the broader industry.
The St. Augustine, Florida-based advisors specialize in high-net-worth families, business owners, executives and foundations.