As adviser to its own proprietarymutualfunds and manager of individual client accounts, AFAM may purchase, sell or hold positions in the securities that appear in this presentation.
As advisor to its own proprietarymutualfunds and manager of individual client accounts, AFAM may purchase, sell or hold positions in the securities that appear in this presentation.
That is, even though these 401k plan record-keepers had negotiated contracts that allowed them to collect greater revenue sharing from non-proprietary mutualfunds on behalf of 401k plan participants the record-keepers told the funds to keep the money.