Institutional Investor Classification Data:
Descriptive Statistics

(Data updated on September 27, 2018; Website updated on September 27, 2018)

Click here for definitions of the variables reported in the Descriptive Statistics

Transient/Quasi-indexer/Dedicated classification

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Permanent Transient/Quasi-indexer/Dedicated classification

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Type

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Investment Style classification

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Permanent Investment Style classification

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Growth Style classification

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Permanent Growth Style classification

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Tax-sensitivity classification

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Extended tax-sensitivity classification

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