Ranks the Top 100 Mutual Fund Companies
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|Company Name|| Assets Under|
|New Date||Featured Offer||Click to get
|1||Black Rock Funds||$5,100.00||12/31/2016||"||Request info...|
|3||State Street Global Advisors||$2,470.00||12/31/2016||Request info...|
|4||Fidelity Investments||$2,130.00||12/31/2016||Request info...|
|5||JP Morgan||$1,772.00||12/31/2016||Request info...|
|6||BNY Mellon (Dreyfus)||$1,700.00||9/30/2016||Request info...|
|9||American Funds Investments/PIMCO||$1,400.00||1/31/2017||Request info...|
|8||Prudential Investments||$1,000.00||12/31/2016||Request info...|
|10||TIAA (purchased Nuveen)||$907.00||12/31/2016||Request info...|
|11||Natixis Global Associates||$897.00||12/31/2016||Request info...
|13||T Rowe Price||$810.80||12/31/2016||Request info...|
|14||TD Ameritrade||$797.00||12/31/2016||Buying Scott Trade||Request info...|
|16||Affilated Managers Group (AMG)||$727.00||12/31/2016||Request info...|
|17||Franklin Templeton||$720.00||12/31/2016||Request info...|
|18||Deutsche Asset Management||$715.00||1/25/2017||Request info...|
|19||Legg Mason||$713.80||1/30/2017||Request info...|
|20||Goldman Sachs Asset Management||$707.00||12/31/2016||Request info...|
|22||Principal Financial Group||$591.60||12/31/2016|
|23||BofA Merrill Lynch||$564.00||9/30/2016|
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|24||RBC Global Wealth (CAN)||$560.00||12/31/2016||Request info...|
|25||Wells Fargo Advantage Funds||$482.00||12/31/2016||Request info...|
|26||Alliance Bernstein||$480.00||12/31/2016||Request info...|
|27||Dimensional Fund Advisers||$460.00||12/31/2016||Request info...|
|28||Columbia Management||$456.30||12/31/2016||Request info...|
|29||MFS Investment Management||$433.90||12/31/2016||Request info...|
|30||Morgan Stanley||$417.00||12/31/2016||Request info...|
|31||Lafayette Investments||$387.00||2/3/2017||Request info...|
|32||Aberdeen Asset Management (UK)||$374.00||1/31/2017||Request info...|
|33||Nomura Asset Management||$372.00||12/31/2016||Request info...|
|34||Federated Investors||$365.90||12/31/2016||Request info...|
|35||BNP Paribas||$363.90||12/31/2015||Request info...|
|36||The BlackStone Group||$360.00||12/31/2016||Request info...|
|37||Eaton Vance Distributors||$354.30||12/31/2016||Request info...|
|39||Julius Baer Securities||$332.00||12/31/2016||Request info...|
|40||Lizard Mgmt Group||$288.00||12/31/2016||Request info...|
|41||Charles Schwab||$280.00||12/31/2016||Request info...|
|42||Dodge & Cox||$259.00||12/31/2016||Request info...|
|43||Frank Russell Investments (Northwestern Mutual)||$244.00||6/30/2016||Request info...|
|44||Pioneer Investments||$240.80||12/31/2016||Request info...|
|45||Oppenheimer Funds||$226.00||12/31/2016||Request info...|
|46||Neuberger Berman||$221.00||12/31/2016||Request info...|
|47||Barring Capital Management||$217.80||12/31/2016||Request info...|
|48||Voya (ING)||$217.00||12/31/2016||Request info...|
|49||Janus Capital Group||$191.90||12/31/2016||Request info...|
|50||Apollo Management||$191.70||2/3/2017||Request info...|
|51||TCW Group||$185.20||12/31/2016||Request info...|
|52||Estancia Capital Mgmt||$182.70||12/31/2016||Request info...|
|53||Ameriprise Financial||$178.00||6/30/2016||Request info...|
|54||Carlyle Group||$158.00||12/31/2016||Request info...|
|55||Putnam Investments||$156.00||12/31/2016||Request info...|
|56||Guggenheim Partners||$150.80||12/31/2016||Request info...|
|57||Lord Abbett & Co||$146.70||12/31/2016||Request info...|
|58||IGM Financial||$145.00||12/31/2016||Request info...|
|59||American Century Investments (Normra to buy 41%)||$137.00||12/31/2016||Request info...|
|60||John Hancock Funds (CAN)||$135.00||12/31/2016||Request info...|
|61||USAA Investment Management||$128.00||12/31/2016||Request info...|
|63||LPL Financial (Note: advisory funds only)||$112.00||12/31/2016||Request info...|
|64||Oakmark Funds||$109.00||12/31/2016||Request info...|
|65||The Hartford||$107.00||12/31/2016||Request info...|
|68||Ares Management||$99.00||12/31/2016||Request info...|
|69||First Eagle Investment Management||$97.00||12/31/2016||Request info...|
|70||Artisan Partners Financial||$96.80||12/31/2016||Request info...|
|71||Robert W Baird & Co||$83.90||12/31/2016||Request info...|
|72||William Blair Funds||$82.00||9/30/2016||Request info...|
|73||MAN Group||$80.70||9/30/2016||Request info...|
|75||TransAmerica Funds||$77.90||12/2/2016||Request info...|
|76||TPG Capital||$74.00||12/31/2016||Request info...|
|78||MacKenzie Investments (CAN)||$64.00||12/31/2016||Request info...|
|79||US Bancorp||$62.70||12/31/2016||Request info...|
|80||Thornburg Asset Management||$54.90||12/31/2016||Request info...|
|82||Credit Sussie||$52.50||12/31/2016||Request info...|
|83||BMO Global Asset Group||$51.00||12/31/2016||Request info...|
|84||Sterling Capital (BB&T)||$51.00||12/31/2016||Request info...|
|85||Virtus Investment Partners||$45.40||12/31/2016||Request info...|
|86||Ivy Funds||$44.70||12/31/2016||Request info...|
|87||Waddell & Reed||$43.20||12/31/2016||Request info...|
|88||Gabelli Investors||$39.90||11/10/2016||Request info...|
|89||Victory Capital||$35.80||12/31/2016||Request info...|
|90||AGF Management Limited||$34.00||2/3/2017||Request info...|
|92||Cerberus Capital Management||$30.00||12/31/2016||Request info...|
|93||Davis Select Advisers||$28.90||12/31/2016||Request info...|
|94||Matthews Asia Funds||$25.60||12/31/2016||Request info...|
|95||Scout Investments||$23.20||12/31/2016||Request info...|
|96||Reams Asset Mgmt||$22.50||12/31/2016||Request info...|
|97||Sun Life Gobal Investments||$22.10||12/31/2016||Request info...|
|98||Tweedy Browne Co||$18.40||12/31/2016||Request info...|
|99||Royce Funds||$17.60||12/31/2016||Request info...|
|100||Touchstone Investments||$17.00||12/31/2016||Request info...|
|101||Brown Brothers Harriman||$11.90||12/31/2016||Request info...|
|102||Avenue Capital Management||$10.60||12/31/2016||Request info...|
|103||Ariel Investments||$10.10||12/31/2016||Request info...|
|104||Kelso & Company||$9.50||12/31/2016||Request info...|
|106||Euclid Advisors||$3.60||12/31/2016||Request info...|
|107||Saturna Capital||$3.40||12/31/2016||Request info...|
|108||Heartland Advisors||$2.00||12/31/2016||Request info...|
|109||Mainstay Capital/NYLife||$1.90||12/31/2016||Request info...|
|110||Calvert Funds||$0.50||12/31/2016||Teaming with Eaton Vance||Request info...|
|111||- - Click for All Companies >>>||Request info...|
|Nuveen Investments||(purchaed by TIAA)|
|Aston Funds||(purchased by AMG)|
|RS Investments||(purchased by Victory Cap)|
How it works
- Click on as many of the “logos” or “request info…” buttons as you wish. (free)
- You choose how you want to be contacted. Literature by mail | email | phone contact.
- Then repeat to select the additional companies you want on your short list. That’s it..
Why Is This Investing Site Important?
- We help Mutual Fund Investors
- Smart Investors diversify their portfolios
- Savvy Investors diversify their mutual fund companies
- Wise & Efficient Investors use two or three investment companies at one time and upgrade one every year or so. Just like an NFL roster, you keep upgrading your investment teams. Research the top 100 mutual fund companies with just a few clicks and (scroll down for the full directory) See the 9-minute video for the details.
- Our Investor Tip/Recommendation: Consider using two or three investment companies all the time. We show you how and make it easier for you.
- Investment Company Data Updated: 3/7/17
The Private Investor Issue
- Why? | Currently, how do you know you have the most productive investment company for your situation?
- The Answer | The truth is you don’t know | It is impossible | You don’t know what you don’t know | The only way you will know is adding an investment company or two to compare or benchmark
“I have been there | Don’t make the same retirement affecting expensive mistake
That is the reason for this free website | Still ranked #1 in the world by Google as of 2/16/17
Be a Wise Investor” – Mike Dunn
Our Investor Value Proposition
- Investing Strategy Tip – Recommend using 2 or 3 mutual fund companies at any one time to create competition for your investing business – Could be a smart investing business move for many
- Lead, follow or get out of the way. Drop the underperforming company and keep upgrading your investment partners over time – That is just good business.
- Use this site to help you gather “investing company information” with just a few clicks (This is NOT for an individual stock or investing information – that is your new professional investment advisor’s team’s job.)
Is having multiple investing companies a smart move?
My Investing “real life” Example | Don’t make this same mistake
Other Reasons to Diversify to Multiple Companies
You diversify your portfolio already to reduce risk. So in times of uncertainty like these, why not diversify your holding into another mutual fund company or two? Unless you are 100% satisfied with your mutual fund provider or are related to your broker, it makes sense to have a secondary mutual fund provider. Why?
- If your favorite broker leaves, the trusted and accurate investment advice drops noticeably all of the sudden or the level of customer service drops, you want to have one or two secondary companies already in place to move your money to maximize your return and safety.
- Make your companies compete so you win. I think it’s better to pit two or three companies against each other. Let them know you are doing it. Then at the end of the year, let them all know the results. The competition will make them work harder for you. The ones that don’t work hard will speak volumes. Having a company you are paying that is not working as hard as possible for you is not a company you want to trust with your financial life and future lifestyle.
- The profit margins in the mutual fund industry are large. Many companies out there are hungry for new business, and you can get some deals. After all, it’s about increasing your wealth to protect your lifestyle and the security of your family.
- Finally, hopefully, there will never be a Berny Madoff situation, but are you willing to bet your and your family’s financial life on that? It only takes one or two very smart bad apples behind the scenes to ruin people’s lives forever. Another reason to diversify.
Why Mutual Funds?
Like in Vegas, you and most people can hit it big now and then. However, the Fund Managers have such an advantage in information, key contacts and vast resources over individual investors it’s not even close. Also like in Vegas, your best odds are 48.5%. In other words, Since they are not even 50%, you lose over time and the house always wins. Mutual Funds even the playing field for the individual investor in two ways:
1. They spread your micro-economic risk by spreading your investment over many stocks so if one tanks your overall investment is not devastated and
2. You let the Fund Manager work for you instead of against you.
This greatly simplifies your job as an individual investor. Now you only have to pick the segment of the global economy that you think will be improving then your mutual fund company, and the fund to meet your goals. So you need to decide if the growth areas will be:
Small Cap, Mid Cap, Large Cap, Bonds, Far East, Pacific Rim, China, Europe, South America, Hi-Tech, High Beta, Utilities, High-Grade Investment Bonds, Junk Bonds, …….
And what mix of each? You don’t need to be keeping tabs on the latest lawsuit of XYZ’s consumer division or another company’s inventory level. Let the Fund Managers do that part. They can do it better than you. That’s the benefit of investing in mutual fund companies.
An Example Why Having Two Companies Is A Good Idea
When Morgan Stanley announced they are laying off 1,600 workers. According to their website, they have not put out a press release as of 1/10/13 which is odd. I’m sure things are a little crazy there right now, which is my point. However, once they send it out I’m sure it will say something like, “We value our customers and our service to them will not be affected.”
- It’s not just Morgan Stanley, other mutual fund and brokerage companies are reducing expenses including layoffs and they will also say something like, “our customer service will not be affected.” Of course, in reality, this is virtually impossible.
- If your company’s level of service drops off at no fault of the people you like, it may affect you and your portfolio you have with your current mutual fund provider.
- Some companies will figure it out but most will not and cause you to suffer if yours starts to struggle. You need to consider being proactive by starting relationships with the companies who have figured it out from the return, risk and customer service point of view.
- Will your primary brokerage company like the backup plan? Unlikely. They will want commissions on your whole portfolio. However, most will respect you for dividing your portfolio and making them compete for your business. If they know you have researched other companies per below, they may offer you some extra incentive to stay. Hence, using the quick research tool above is an easy way to make and save money.
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* Note: Best efforts were used to provide you with accurate and the most recent information. The sources were company press releases and other web-based information. Conflicting company or unclear information was omitted including entire company information for the sake of accuracy. Hence this list is currently not 100% complete. Investors, please use your due diligence from all sources before making a financial decision including reading any prospectuses. Any Securities Company PR updates, corrections, additions or advertising requests can be sent to email@example.com.This site promotes and encourages FINRA compliance. All FINRA requirements are solely the responsibility of the Securities Company and their FINRA officer and not the Webmaster of this site or MFMS.
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