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DataBook

Issue Date: December 17, 2007

The DataBook is a one-stop source for the biggest and best of the financial services industry. The DataBook contains year end data on investment funds, broker-dealers, life insurance providers, clearing firms, RIA's, DC service providers, 401(k) managers, college savings plans and more.


Top fund groups ranked by U.S.-sourced long-term assets, $ in billions

Top 25 fund companies ranked by U.S. diversified equity assets, $ in billions

25 largest fund companies ranked by average asset-weighted equity returns

Top 25 fund companies ranked by long-term fixed-income assets

The best and worst performers among sector funds: Science & Technology

Top 25 taxable-bond funds ranked by year-to-date return

The best and worst performers among sector funds: Utilities

The best and worst performers among sector funds: Real Estate

The best and worst performers among sector funds: Natural Resources

The best and worst performers among sector funds: Health Care and Biotechnology

The best and worst performers among sector funds: Financial Services

The best and worst performers among equity funds ranked by style: Small-Cap Value

The best and worst performers among equity funds ranked by style: Small-Cap Growth

The best and worst performers among equity funds ranked by style: Mid-Cap Value

The best and worst performers among equity funds ranked by style: Mid-Cap Growth

The best and worst performers among equity funds ranked by style: Large-Cap Value

The best and worst performers among equity funds ranked by style: Large-Cap Growth

25 largest fund companies ranked by average asset-weighted taxable-bond returns

Top fund firms ranked by average asset-weighed fixed-income returns

Assets and net flows by objective

Assets and net flows by method of distribution

Top international funds ranked by YTD performance

Top 25 real estate funds ranked by 3-year return

Asset breakdowns at the top 20 fund complexes

Asset breakdowns at Big Three: Vanguard

Asset breakdowns at Big Three: Fidelity

Asset breakdowns at Big Three: American Funds

Tax-managed equity and bond funds ranked by assets

Tax-managed funds ranked by YTD performance

Fund firms ranked by ratio of 3Q sales to assets

Top investment categories in 3Q net flows

Top 10 complexes ranked by 3Q net flows

Wealthiest core areas by % of households with at least $1M of investible assets

Top 100 U.S. counties ranked by projected 2007 income per capita

Top 50 Section 529 college savings plans by net assets

Top 50 exchange traded funds ranked by expense ratio

Top 50 ETFs ranked by 3-year returns

Top 25 worldwide ETFs ranked by 20-day-average share volume

Top open separate-account-consultant-program sponsors ranked by assets

Top exchange traded funds ranked by three-year asset growth

Top 3 ETFs per category, ranked by three-year asset growth

Clearing firms for futures

U.S. clearing firms ranked by broker-dealer clients

Clearing firms used by the top independent broker-dealers

Profiles of the largest 401(k) managers

North American wirehouses, regionals and discount brokers ranked by retail reps

Top independent broker-dealers ranked by gross revenue

InvestmentNews directory of independent broker-dealers

Top life insurance companies ranked by direct premiums

Top 25 providers of variable annuities, ranked by assets

Top long-term-care underwriters ranked by premiums in force

Top separate-account program sponsors ranked by market share

Top separate-account-consultant-program asset management groups

Top sponsors of subadvisory separate-account consultant programs

Major trade organizations in financial services

 

 

2006 DataBook
Fund Data Provided by
Markets Data Provided by
Lipper QuoteMedia