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Press Release: Amundi Pioneer Ranks Among Leaders In Barron’s Best Fund Families Rankings for 2017

March 15, 2018

Amundi Pioneer Ranks Among Leaders In Barron’s Best Fund Families Rankings for 2017

Amundi Pioneer Asset Management (Amundi Pioneer) was recognized by Barron’s magazine for its 2017 US fund performance.* The rankings are based on an evaluation by Barron’s and Lipper of calendar year 2017 fund performance at 58 qualifying fund families across different asset classes. The rankings appear in the March 12, 2018 issue.


* Source: Barron’s, “Best Fund Families of 2017,” March 12, 2018. Barron’s rankings are based on asset-weighted returns in five categories - US equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds; and tax-exempt funds — as calculated by Lipper. Barron’s did not include sales charges or 12b-1 fees in calculating returns. Each fund’s return was measured against those of all funds in its Lipper category, resulting in a percentile ranking which was then weighted by asset size, relative to the fund family’s other assets in its general classification. To qualify for Lipper/Barron’s Fund Survey, a group must have had at least three funds in Lipper’s general equity category, one world equity category, one mixed-asset (such as balanced or target-date fund), at least two taxable-bond funds and one national tax-exempt bond fund.

 

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