[13638]
June 18, 2001
TO: ACCOUNTING/TREASURERS COMMITTEE No. 17-01
END OF DAY PRICING FORUM No. 3-01
PUBLIC INFORMATION COMMITTEE No. 19-01
SHAREHOLDER COMMUNICATIONS COMMITTEE No. 6-01
SMALL FUNDS COMMITTEE No. 8-01
RE: BARRON’S MUTUAL FUND TABLES
Barron’s has notified the Institute that it will change its criterion for including mutual fund
prices in their weekly publication. The new inclusion criteria will be raised to $50 million in
assets per fund. This change will take effect as of Monday June 25, 2001 and will be appear in
that week’s edition.
Should you have any questions as to whether one or more of your funds will be affected, please
call Client Services at Lipper, at (877) 955-4773 or lipperclientservices@lipper.reuters.com. If you
have any questions as to the decision to reformat Barron’s, please call Rich Rescigno, Managing
Editor at (212) 416-2718 or Mike Santoli, Mutual Funds Editor at (416) 416-2236. You may contact
me at (202) 326-5869 or salmon@ici.org.
Peter G. Salmon
Director - Operations/Technology