Using data provided by Lipper for the year ended June 30, 2000, U.S. Banker ranked the 50 largest mutual funds managed by banks and their affiliates funds in each of three broad categories: equity, fixed-income and money market.

To estimate how much of each fund’s inflow of new investment, U.S. Banker subtracted the fund’s total return from its percentage growth in total net assets during the year, yielding a figure that shows how much of the fund’s asset growth is attributable to inflow (or outflow).

That percentage was then applied to assets at the beginning of the period to obtain a dollar amount. Funds were ranked on that inflow volume measure.

The tables also list rankings by cumulative total return over one year and annualized total return over three years, reported by Lipper.

Subscribe Now

Access to authoritative analysis and perspective and our data-driven report series.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.