Tuesday, June 05, 2007

Investment Advisor's Top Mutual Funds

Though investors may actually be disadvantaged by the popularity of their mutual funds, they can gain some comfort in knowing that their funds are also being utilized by professional investors. A new website, Advisor Perspectives purports to show the 25 most popular mutuals funds and ETF's by category which are used by a universe of investment advisors for their high and ultra high net worth investors. According to the Website, the data is gathered from 48K individual investor accounts covering $38 billion in marketable securities and funds with a $900k average account size. The top 15 most popular funds are reproduced below though the site provides additional lists by fund category and style:

1 ISHARES TRUST MSCI EAFE FUND
2 JP MORGAN INTERMEDIATE TAX FREE SELECT FUND
3 DODGE AND COX INTERNATIONAL STOCK FUND
4 S&P DEP RECEIPTS
5 AMERICAN EUROPACIFIC GROWTH FUND
6 ISHARES MSCI JAPAN IN
7 PIMCO TOTAL RETURN FUND
8 JULIUS BAER INTERNATIONAL EQUITY FUND
9 VANGUARD 500 INDEX FUND
10 GROWTH OF AMERICA FUND
11 MATTHEWS ASIAN GROWTH AND INCOME FUND
12 DODGE AND COX STOCK FUND
13 FIDELITY DIVERSIFIED INTERNATIONAL FUND
14 FIRST EAGLE SOGEN OVERSEAS FUND
15 PIMCO REAL RETURN FUND

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