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Company Management
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May 2008 Annual Feature
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Money Management Financial Comparisons 2007
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August 2007 Windows
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Windows into the Mutual Fund Industry: August 2007
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2007 Annual Feature Issue 2
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Money Management Financial Comparisons 2006
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July 2006 Overviews
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Money Management Financial Comparisons 2005
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2005 Overviews Issue 4
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Money Management Financial Comparisons 2004
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2004 Overviews Issue 5
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Moving On, with Reflections and Optimism (Money Management Financial Comparisons 2003)
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2002 Overviews Issue 16
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Planning and Anticipating Interest in Income Mutual Funds during 2003
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2002 Overviews Issue 7
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Investor Confidence Overcomes Stock Market Anxiety; A Look at the Predictive Nature of Morningstar’s Category Ratings
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2002 Overviews Issue 5
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Mapping the Mutual Fund Industry from the Parent Companies' Viewpoint
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2002 Overviews Issue 3
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Variable Annuities: 2001 in Review, Targeting Opportunities, and Contract Feature Evolution
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2002 Overviews Issue 2
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Dynamic Product Line Adaptations and Focus on 529 Plans
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2001 Overviews Issue 11
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Planning for 2002 with Guarded Optimism - Part II
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2001 Overviews Issue 10
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Planning for 2002 with Guarded Optimism - Part I
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2001 Overviews Issue 9
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On a Path to Recovery of Investor Sentiment
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2001 Overviews Issue 8
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Enriching Financial Relationships: Strategies for Action
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2001 Overviews Issue 6
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Shaping Business Strategy Following a Traumatic Event
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April 2001 Annual Feature
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2000 Money Manager Financial Comparisons
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2001 Overviews Issue 3
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Anticipating and Adapting to a Changing Mutual Fund Environment
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February 2001 Foundation Series
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The Defined Contribution Business: Strategies and Opportunities for an Evolving Future
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January 2001 FlowWatch
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Slowly Adjusting to a Bear Market, Recent Results, and VA Fees
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November 2000 Overviews
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Defined Contribution Market (Highlights of FOUNDATION Series Study)
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October 2000 Overviews
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2001 Outlook Part II: Sales and Asset Growth By Product and Distribution Channel
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September 2000 Overviews
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2001 Outlook Part I: Investment, Distribution, and Management Themes
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June 2000 Foundation Series
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Enhancing Relationship Management and Customer Retention
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May 2000 Annual Feature
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1999 Money Manager Financial Comparisons
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2000 Overviews Issue 1
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Money Fund Update
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November 1999 Overviews
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A Decade of Growth: Large and Small Management Companies
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November 1999 FlowWatch
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Tax-Managed Funds and Tax-Efficiency; Capital Gains
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October 1999 Overviews
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Forecast for 2000: by Product, Distribution Channel, and Financial Scenario
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July 1999 FlowWatch
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Looking Ahead: Have Industry Sales Rates Peaked?
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June 1999 Overviews
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A Supportive Perspective on Fund Opportunities and Misconceptions
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April 1999 Annual Feature
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1998 Money Manager Financial Comparisons
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December 1998 FlowWatch
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Capital Gains Payouts and Reinvestment Rates; Recapturing Distributions
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October 1998 Overviews
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Tax-Managed Equity Funds
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July 1998 Overviews
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Sustaining the Industry’s Culture: Managing Relationships
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June 1998 Overviews
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Sustaining the Industry’s Culture: Managing Expectations
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May 1998 Overviews
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Advisory Fee Structures and Considerations
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November 1997 Overviews
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Fast-Growing Small Managers
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August 1997 Overviews
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Key Events in the History of U.S. Mutual Funds
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June 1997 Overviews
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How Contractual Advisory Fees for Equity Funds have Changed since Early 1980s
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April 1997 FlowWatch
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Fees: To Average Investor, by Channel; Defining Peer Groups; Annual Benchmarking for Equity Funds
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March 1997 Overviews
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Equity Fund Fees: Variability of Pre-Expense Returns, Effect of Waivers, and Fee Correlation to Performance
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February 1997 FlowWatch
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Distribution Trends: the Expanding Role of Financial Advisors
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February 1997 Overviews
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The Growth of Index Funds
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October 1996 FlowWatch
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Early Exploration of the Internet
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September 1996 Overviews
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Product Line Management Considerations
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August 1996 FlowWatch
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New Product Development Themes
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June 1996 Overviews
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Small Company Growth Strategies
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May 1996 FlowWatch
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Advantages and Risks in Advisory Fee Waiving Strategies
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April 1996 FlowWatch
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Equity Fund Fee Benchmarking
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March 1996 Overviews
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A Reassuring View of What Equity Fund Shareholders Will Do in a Bear Market
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March 1996 FlowWatch
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Mutual Fund Shareholder Accounts: Sizes and Share by Distribution Channels
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June 1995 Overviews
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Direct Distribution Gains are Less than They Appear
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June 1995 FlowWatch
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The Myth that Manager Size Equates with Competitiveness
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May 1995 FlowWatch
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Determinants of Fund Company Success and Failure
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March 1995 Overviews
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Equity Fund Asset Retention Challenges
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February 1995 FlowWatch
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The Increasing Role of Equity Funds
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December 1994 Overviews
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Customer Retention Strategies
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March 1994 Overviews
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Cash Flow Determinants: Relative Ranking and Morningstar Rating
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June 1993 Overviews
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Brand Management and Loyalty
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April 1993 Overviews
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CDSC Fund Financing Analysis
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March 1993 Review
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How Fund Pricing Impacts Management Company Revenues
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February 1993 Review
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How Fund Pricing Impacts Investor Total Returns
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February 1992 Overviews
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Pricing Alternatives: Front Load, CDSC, and the Emerging Level-Load Funds
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October 1991 Review
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Bond Fund Comparisons: 1980s vs. 1990
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May 1991 Overviews
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The Accelerating Importance of CDSC Funds
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