Reader Question: Why isn't our fund listed in the papers?

Q: "Why aren't our funds aren’t listed in the Wall Street Journal, USA today, etc…? That extra recognition would be helpful." A smaller midwest fund firm.

A: We turned to SunStar senior account executive Seuk Kim for the answer.

Every major paper is different. As you know, the mutual fund listings page is shrinking all the time as papers reserve more space for articles and ads. Unfortunately, this means that they are usually increasing their minimum AUMs to be covered. They are driving people to their websites for complete lists.

Most papers have asset size requirements, and some (like IBD) have performance requirements.

These requirements are usually clearly stated in a small box, somewhere near the front of the listings page.

Here are a few examples:

-The Wall Street Journal - Lists 250 largest funds
-USA Today - Although not specified, last I checked it was $1 billion and over. This may have gone up.
-Investor's Business Daily - Lists 4,000 funds in the Monday Special or IBD Weekly Special editions and 2,200 on other days. This is composed of funds with a 36-month performance rating of A+, A or A- and with at least $200 million in assets.

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