Fidelity, Strong, Vanguard, Lincoln Financial, Franklin Templeton, and AIM Earn �Excellent� Designation
(Boston, MA. � March 4, 2005) Fidelity, Strong, Vanguard, Lincoln Financial, Franklin Templeton, and AIM earned DALBAR�s highest honor, an �Excellent� Web site designation, for providing their customers with the best online service and support in the Mutual Fund industry. DALBAR evaluates over 200 Web sites quarterly to find those sites that excel in meeting the online needs of their customers.
Fidelity continues to shine with 15 consecutive quarters receiving an �Excellent� designation while Strong and Lincoln Financial each have two consecutive quarters of excellence.
Fourth Quarter Rankings, 2004: Movers and Shakers
A number of consumer sites made great strides in fourth quarter, 2004. Putnam�s consumer site jumped four slots to the 12th spot after allowing customers to display their accounts on the homepage. MFS climbed five spots to 14th by making their online forms interactive among other enhancements.
Within financial professional sites, OppenheimerFunds advanced from 13th to 6th in the rankings with the addition of pre-filled service forms, new planning tools and marketing materials. Enterprise added new marketing materials and streamlined access to important information, earning them an impressive 14th place. Alliance Bernstein advanced 14 ranks with a new site design that improved navigation on their financial professional Web site.
Top-ranked Web sites as of the end of fourth quarter, 2004 are:
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*Earns DALBAR�s �Excellent� designation. DALBAR Awards Seals of Recognition to Top Performing Web Sites
Web sites earning an �Excellent� or �Very Good� designation from DALBAR are awarded a �Seal of Recognition� to convey to customers and prospective investors the achievement the site has earned for providing exceptional online support.
The complete WebMonitor Mutual Fund quarterly updates for Fourth Quarter, 2004, are available from DALBAR at WebMonitor Quarterly Rankings or 617-723-6400.
DALBAR, Inc., the nation�s leading financial-services market research firm, is committed to raising the standards of excellence in the financial-services industry. With offices in both the US and Canada,DALBAR develops standards for, and provides research, ratings, and rankings of intangible factors to the mutual fund, broker/dealer, discount brokerage, life insurance, and banking industries. They include investor behavior, customer satisfaction, service quality, communications, Internet services, and financial-professional ratings.