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Friday, February 26, 2021

Vanguard and Virtus Top Two Lists

News summary by MFWire's editors

The folks at Vanguard, Virtus, and Manning and Napier may be breaking out the champagne this week on their virtual happy hours.

Mortimer J. "Tim" Buckley
President, CEO
Vanguard and Virtus are the top two active fund firms for both five-year and ten-year performance, according to the Barron's team, while Manning tops the Best Fund Families of 2020 list, which was released last weekend. PGIM, Morgan Stanley IM, Virtus, Guggenheim, and Delaware led the sub-lists in different asset classes.

The ranking excludes passive funds and active boutiques that don't cover enough categories. Firms' rankings are derived from their funds' relative rankings against their own Refinitiv Lipper categories, and a firm's individual funds' rankings are weighted based on their size within that firm's assets in that category. (In other words, a firm's biggest fixed income funds count more than its smallest.)

For the 10-year rankings, the rest of the top ten list (after Vanguard in first and Virtus in 2nd) includes: Putnam in third, T. Rowe Price in fourth, Pimco in fifth, MFS in sixth, Hartford in seventh, BlackRock in eighth, Nuveen in ninth, and Columbia Threadneedle in tenth.

For the five-year rankings, the rest of the top ten list includes: Pimco in third, Lord Abbett in fourth, Fidelity in fifth, MFS in sixth, T. Rowe in seventh, BlackRock in eighth, Columbia Threadneedle in ninth, and PGIM in tenth.

For the one-year rankings, the rest of the top ten list includes: Guggenheim in second, Vanguard in third, Fidelity in fourth, Morgan Stanley in fifth, Transamerica in sixth, Lord Abbett in seventh, Brinker in eighth, American Century in ninth, and Columbia Threadneedle in tenth. 

Edited by: Neil Anderson, Managing Editor

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