Top 50 fixed income funds ranked by quarterly returns
Source: Data from Refinitiv Lipper; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias.; Data through December 31, 2020.
Top 25 fixed income funds ranked by largest Inflows
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The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.
The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.
South Florida-based advisor had been overseeing $105 million in client assets at Wells.
