The image is a scanned report listing mutual fund managers with assets between $5 and $25 billion as of Q1 2010, including their assets, fund flows, and Morningstar ratings. The document indicates that confidential treatment was requested by JPMorgan Chase.
Type: report
Date: 2010-03-10
Letterhead: J.P.Morgan
Key Points:
Full Transcription:
Mutual fund managers with $5 to $25 billion in assets under management Sorted by total mutual fund AUM as of Q1 2010 ($mm) Manager name Ownership Total mutual fund assets Net new mutual fund flows Morningstar equity "star" rating Morningstar fixed-income "star" rating 3/10 12/09 12/08 12/07 12/06 YTD 2010 2009 2008 5 4 3 2 1 NR assets Stars Stars Stars Star Star NR assets Stars Stars Stars Star Star Artio Global Mgmt Loomis Sayles ING investments Transamerica AM GE Asset Mgmt Van Eck Virtus Instl Prtns Gabelli MassMutual Finl American Beacon Lazard Asset Mgmt InvescoPowerShares Fairholme Cap Mgmt Baron Asset So Eastn/Longleaf Ryder Investments Victory Capital Manning & Napier Advr Calvert Vantagepoint William Blair Massachusetts Asian Fds Cohen & Steers MetropolitanW AM TD Asset Mgmt Third Avenue Thrivent Financial State Farm PNC Capital Adv Nationwide Funds Fifth Third Asset TCW Management First Pacific Adv M&I Investment Mgmt GuideStone Capital Mgmt Managers Funds Mfrs & Traders Sentinel Asset Mgmt AIG Capital Highmark Capital Transamerica Adv Scout Investment Aston Asset Mgmt Source: Strategic Insight Simfund / MF Istitution type: AM = Asset Manager/Independent; B = Bank/Broker dealer; I = Insurance; O = Other INTERNAL Confidential Treatment Requested by JPMorgan Chase 1 J.P.Morgan SDNY_GM_00077845 JPM-SDNY-000000972 EFTA_00188313
Significance: The text provides information about mutual fund managers, their assets, and their Morningstar ratings.
The image is a scanned document, specifically a report titled "Mutual fund managers with $5 to $25 billion in assets under management." The report is sorted by total mutual fund AUM as of Q1 2010 and presents data in a tabular format. The table includes columns for manager name, ownership, total mutual fund assets (for various dates), net new mutual fund flows (for YTD, 2010, 2009, and 2008), and Morningstar equity and fixed-income star ratings. The bottom of the image contains source information, a key for institution types, and the phrase "Confidential Treatment Requested by JPMorgan Chase." The document also includes reference numbers such as SDNY_GM_00077845 and EFTA_00188313. The overall quality of the image is high, with clear text and well-defined table borders.