BlackRock, JPMorgan, Putnam Among Dalbar’s 2011 Fund Service Award Winners

Dalbar has announced its 2011 Mutual Fund Service Award Winners in Financial Services—with top honors for customer service going to:

  • BlackRock
  • DWS Investments
  • JPMorgan Funds
  • Lord Abbett
  • Mainstay Investments
  • Primerica
  • Putnam Investments
  • Transamerica Funds

Dalbar said it found the service that these firms provide to be far superior to the industry at large—particularly in the level of professionalism among their call center employees and the disclosure of any and all fees to investors.
“In 2012, for the first time, 72 million people will get reporting that will clearly outline any fees associated with their retirement plan,” said Kathleen Whalen, managing director at Dalbar. “This is sure to spill over and create questions regarding what they are paying for the mutual funds they own. The award-winning firms understand the critical nature of keeping their clients informed.”

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