|
|
1997(left)
and 2000 (right) Dalbar Rankings
The
Professionals` Pick
Mutual Fund Companies Overall Opinions
of 1,100 Registered Investment Advisors
| 1997
Rankings |
|
2000
Rankings |
| Company |
Rating
(max = 4.0) |
|
Company |
Rating
(max = 4.0) |
| Dimensional
Fund Advisors |
3.86 |
|
Dimensional
Fund Advisors |
3.81 |
| The
Vanguard Group |
3.82 |
|
Janus
Funds |
3.76 |
| Oakmark
Funds |
3.79 |
|
PIMCO |
3.71 |
| T.
Rowe Price |
3.79 |
|
American
Skandia |
3.70 |
| American
Funds |
3.79 |
|
INVESCO |
3.67 |
| Janus
Funds |
3.72 |
|
Oppenheimer
Funds |
3.66 |
| MFS
Funds |
3.62 |
|
Vanguard |
3.66 |
| SEI
Financial |
3.61 |
|
American
Funds |
3.65 |
| PIMCO
Advisors |
3.60 |
|
AIM |
3.63 |
| Franklin/Templeton
Funds |
3.58 |
|
MFS
Funds |
3.62 |
| Strong
Funds |
3.48 |
|
Sunamerica
|
3.57 |
| Putnam
Investments |
3.42 |
|
BenchMark |
3.51 |
| Fidelity
Investments |
3.33 |
|
Schwab |
3.50 |
|
|
Dalbar Research
surveyed 1,100 investment advisors and they rated DFA, Dimensional
Fund Advisors as the best overall mutual fund company. However these
mutual funds are not available to individual investors. DFA board
members and consultants include some of the world’s most distinguished
academic theorists: Eugene Fama, Kenneth French, Roger Ibbotson, Donald
Keim, and Nobel laureate Myron Scholes. |
|
|
DISCLAIMER:
THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS,
OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED
INTERNET SITE. Nothing on this site should be interpreted to state
or imply that past results are an indication of future performance.
This site does not constitute a complete description of our investment
services and is for informational purposes only. It is in no way a
solicitation or an offer to sell securities or investment advisory
services except, where applicable, in states where we are registered
or where an exemption or exclusion from such registration exists.
Information throughout this internet site, whether stock quotes, charts,
articles, or any other statements regarding market or other financial
information, is obtained from sources which we, and our suppliers
believe reliable, but we do not warrant or guarantee the timeliness
or accuracy of this information. Neither our information providers
nor we shall be liable for any errors or inaccuracies, regardless
of cause, or the lack of timeliness of, or for any delay or interruption
in the transmission thereof to the user. Past performance does not
guarantee future results.
Privacy
Policy. Your use of this site is acknowledgment that you have
read and understood the full disclaimer.
© Copyright 2004. The right to download, store and/or output any material
on this Web site is granted for viewing use only. Material may not
be reproduced in any form without the express written permission of
Index Funds Advisors. Reproduction or editing by any means, mechanical
or electronic, in whole or in part, without the express written permission
of Index Funds Advisors is strictly prohibited. All rights reserved,
Index Funds Advisors, Inc.
To enhance our site, download
these programs.
Index
Funds Advisors, Inc.
19200 Von Karman Ave., Suite 500
Irvine, CA 92612
Toll Free: 888-643-3133
Local Phone: 949-477-8015
Fax: 949-477-8016
e-mail: info@ifa.com
|
|
|
|