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How We Make Money

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We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

General And Insured Municipal Debt

Top 10
SEI Tax-Advantaged Income Fund A $573.6
Oppenheimer AMT-Free Municipals A $2,759.3
Wells Fargo Advantage Municipal Bond Fund Investor $3,302.7
Pimco Municipal Bond Fund Institutional $685.4
Lord Abbett National Tax Free Income Fund A $2,160.6
Thornburg Strategic Municipal Income Fund Institutional $187.4
Hartford Municipal Opportunities Fund A $375.8
Pioneer AMT-Free Municipal Fund A $924.5
American Funds Tax-Exempt Bond Fund of America A $10,201.0
Columbia AMT-Free Tax-Exempt Bond Fund A $646.5
ISI Managed Municipal Fund A $106.9
State Farm Tax Advantaged Bond Fund Legacy A $600.5
MFS Municipal Income Fund B $2,314.4
RS Tax-Exempt Fund A $459.1
First Investors Tax Exempt Opportunities Fund A $304.9
Barclays Municipal Bond Total Return
Third Avenue Focused Credit Fund Institutional $1,277.3
John Hancock High Income Fund NAV $453.3
Loomis Sayles High Income Fund Institutional $677.0
Pioneer High Yield Fund A $2,134.2
Waddell & Reed Advisors High Income Fund A $2,092.3
MassMutual Premier High Yield Fund Y $235.8
American Beacon SiM High Yield Opportunities Inv $515.3
USAA High Income Fund Shares $2,281.0
Nuveen High Income Bond Fund I $779.9
John Hancock High Yield Fund NAV $1,114.9
Wells Fargo Advantage Short-Term Hi Yield Bond Fund Inv $1,392.9
Intrepid Income Fund Investor $110.5
Catalyst/SMH High Income Fund A $104.3
John Hancock Global High Yield Fund NAV $541.4
Aquila Three Peaks High Income Fund A $320.4
Barclays U.S. High Yield 2% Issuer Cap Total Return

Lipper

Transparency Is Our Policy Learn How It Impacts Everything We Do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

Wed like to share more about how we work and what drives our day-to-day business.

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How We Use Your Personal Data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How We Approach Editorial Content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

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