Mutual Fund Company List

Mutual Fund Directory | 2018

Research the Top 100 Mutual Fund Companies | Fast | Free

#1 ranked Mutual Fund Directory for the past five years in Google

Data Updated: 7/18/18

 

How to get the financial information?

  • Get Company Information sent to you
  • In just a few clicks
  • 100% free

How does this help you?

  • Use this information to start your partner company due diligence
  • Quickly research for your target investment companies

Investment Company Best Practices

  • Best to have more than one financial partner at a time
  • Keep comparing and upgrading your financial companies to maximize your returns and lifestyle (see the video above)

Select from the Mutual Fund Company list below

Select as many as you wish | You choose how you want to be contacted | by mail – phone – or email

Easy | Simple | Efficient | Discrete

Still –  the #1 ranked Mutual Fund Directory for the past five years in Google, Bing, Yahoo, and now #1 in mobile. Thanks!
Ranking Data updated on 7/18/18

 

Investment Company PR Staff – click here to update AUM and Press Release info

 

Ranked by
AUM
on 7/17/2018
Company NameAUM $ (in Billions)DateNewsClick to get
Company
Info
1Black Rock Funds 6,230.0 3/31/2018Worlds largest asset management companyRequest info...
2Vanguard 5,100.0 1/31/2018Request info...
3State Street Global Advisors 2,730.0 3/31/2018Request info...
4Fidelity Investments 2,560.0 3/31/2018Won 14 Lipper AwardsRequest info...
5JP Morgan 2,030.0 6/30/2018Request info...
6BNY Mellon (Dreyfus) 1,900.0 3/31/2018Request info...
7PIMCO 1,710.0 6/30/2018Request info...
8Amundi Asset Mgmt 1,690.0 3/31/2018Purchased Pioneer on 6/22/17Request info...
9Capital Group 1,600.0 6/30/2018Request info...
10Legal & General Investments 1,294.0 3/7/2018Request info...
11Northern Trust 1,200.0 3/31/2018Request info...
12Natixis Global Associates 1,179.0 3/31/2018Request info...

13BofA Merrill Lynch 1,100.0 3/31/2018

Simplify your financial life with online investing from Merrill Edge offering investment insights of Merrill Lynch plus the convienience of Bank of America.

14Wellington Management 1,079.0 3/31/2018Request info...
15T Rowe Price 1,010.0 3/31/2018Targeting Schwab customersRequest info...
16Edward Jones 1,000.0 6/30/2018Request info...
17Prudential Investments 1,000.0 3/31/2018AUM is growing at a high rateRequest info...
18TD Ameritrade 1,000.0 10/17/2017Buying Scott TradeRequest info...
19TIAA967.03/31/2018purchaed NuveenRequest info...
20Invesco963.07/11/2018Acquring Source (ETFs)Request info...
21Ameriprise Financial887.03/31/2018Request info...
22AXA872.63/31/2018Request info...
23Deutsche Asset Management840.92/2/2018Request info...
24UBS795.33/31/2018Request info...
25Goldman Sachs Asset Management794.03/31/2017Request info...
26Legg Mason744.06/30/2018Request info...
27Franklin Templeton737.53/31/2018Request info...
28Principal Financial Group673.83/31/2018
29Standard Life Aberdeen (UK)646.012/21/2017Request info...
30Insight Investors597.03/31/2018Request info...
31Dimensional Fund Advisers586.03/31/2018Request info...
32New York Life Investments553.03/31/2018Request info...
33Wells Fargo Advantage Funds540.03/31/2018Request info...
34Alliance Bernstein538.04/30/2018Request info...
35Pictet509.02/7/2018Request info...
36Nomura Asset Management493.03/31/2018Request info...
37Columbia Management486.13/31/2018Request info...
38MFS Investment Management474.16/30/2018Request info...
39Morgan Stanley469.03/31/2018Earnings surge 60% - 4/17/17Request info...
40The BlackStone Group450.03/31/2018Request info...
41Affilated Managers Group (AMG)449.21/31/2018Purchaed Ashton FundsRequest info...
42BNP Paribas435.07/17/2018Request info...
43Eaton Vance Distributors433.93/31/2018Request info...
44Credit Sussie410.03/31/2018Request info...
45Julius Baer Securities402.73/31/2018Request info...
46Federated Investors392.27/27/2018Request info...
47Manulife374.03/31/2018Request info...
48Janus Capital Group371.93/31/2018Request info...
49SEI Investments355.03/31/2018SEI to buy Archway Technologies 7/5/17Request info...
50Robeco/ORIX338.03/31/2018Request info...
51Dodge & Cox314.03/31/2018Request info...
52Aegon311.93/31/2018Target advertising in the tennis nicheRequest info...
53Frank Russell Investments (Northwestern Mutual)298.73/31/2018Request info...
54Voya (ING)277.03/31/2018Request info...
55BMO Global Asset Group260.03/31/2018Request info...
56Oppenheimer Funds246.06/29/2018Named one of the best places to work 7/19/17Request info...
57Neuberger Berman245.26/13/2018Deeper commitment to China 4/1/17Request info...
58BrightSphere240.13/31/2018Request info...
59Lizard Mgmt Group226.13/31/2018Request info...
60TCW Group202.03/31/2018Request info...
61Carlyle Group201.03/31/2018Request info...
62Baring Capital Management200.06/30/2018Purchased Babson CapitalRequest info...
63American Century Investments (Normra to buy 41%)179.43/6/2018Request info...
64Putnam Investments179.06/30/2018Advertising in 50 million person skiing nicheRequest info...
65Lord Abbett & Co157.03/31/2018Request info...
66RBC Global Wealth (CAN)155.83/31/2018Request info...
67IMG Financial149.23/31/2018Purchased MacKinzieRequest info...
68Charles Schwab149.03/31/2018Request info...
69MetLife146.73/31/2018Request info...
70Mainstay Capital/NYLife131.03/31/2018Request info...
71Conning122.53/31/2018Request info...
72OakTree121.03/31/2018Slight increase in AUMRequest info...
73Doubleline118.43/29/2018Request info...
74LPL Financial117.03/31/2018(Note: advisory funds only)Request info...
75The Hartford115.43/31/2018Request info...
76Artisan Partners Financial114.09/30/2017Request info...
77First Eagle Investment Management113.06/30/2018Request info...
78MAN Group112.73/31/2018Request info...
79Ares Management112.03/31/2018Request info...
80Oakmark Funds95.46/30/2018Request info...
81Virtus Investment Partners91.63/31/2018Request info...
82Waddell & Reed79.26/30/2018Request info...
83US Bancorp76.06/30/2018Request info...
84TPG Capital72.03/31/2018Request info...
85William Blair Funds63.83/31/2018Request info...
86Victory Capital62.36/30/2018Request info...
87Ivy Funds62.23/31/2018Purchased by Waddel ReedRequest info...
88Sun Life Global Investments60.03/31/2018Request info...
89IGM Financial59.06/30/2018Request info...
90Sterling Capital (BB&T)55.03/31/2018Request info...
91Thornburg Asset Management49.44/3/2018Request info...
92USAA Investment Management48.93/31/2018Request info...
93Robert W Baird & Co46.06/30/2018Request info...
94Quilter (was Old Mutual)41.03/31/2018Name changeRequest info...
95Fortress40.43/31/2018Request info...
96Guggenheim Partners38.66/30/2018Request info...
97Pacific Global Asset Management36.27/17/2018Part of Pacific LifeRequest info...
98Matthews Asia Funds33.93/31/2018Request info...
99Och-Ziff32.83/31/2018Request info...
100Cerberus Capital Management30.07/6/2018Request info...
101AGF Management Limited29.26/30/2018Request info...
102Scout Investments27.13/31/2018RJ to acquireRequest info...
103Davis Select Advisers26.83/31/2018Request info...
104Gabelli Investors25.03/31/2018Request info...
105Manning & Napier22.94/30/2018Request info...
106Reams Asset Mgmt21.83/31/2018Request info...
107Sterne Agee (SA Stone)20.03/31/2018Outstanding Kannapolis/Cornelius TeamRequest info...
108Touchstone Investments18.010/30/2018Buying Sentinel's assetsRequest info...
109Royce Funds17.412/31/2017Request info...
110Brown Brothers Harriman17.33/31/2018Request info...
111Dyal Capital Partners14.06/1/2018Owned by Neuberger BermanRequest info...
112Apollo Management13.03/31/2018Request info...
113Avenue Capital Management9.66/30/2018Request info...
114Kelso & Company9.34/26/2018Request info...
115Ariel Investments8.73/31/2018Request info...
116AVIVA7.53/31/2018Request info...
117FIS Group5.64/30/2018Request info...
118Mercer Advisors5.01/9/2018Request info...
119Saturna Capital3.23/31/2018Request info...
120Tweedy Browne Co3.23/31/2018Request info...
121Westchester Capital2.83/31/2018Request info...
122Z Capital Group2.32/28/2018Request info...
123Heartland Advisors1.73/19/2018Request info...
124Cornerstone Capital Group1.03/31/2018Request info...
125Lafayette Investments0.43/26/2018Request info...
- - Click for All Companies >>>Request info...
Oher developments
Nuveen Investments(purchaed by TIAA)
Aston Funds(purchased by AMG)
RS Investments(purchased by Victory Cap)
Calvert Funds(purchased by Eaton Vance)
Pioneer Investments(purchaed by Amundi)
Estancia(purchased by Vitrus)

 How it works

  1. Click on as many of the “logos” or “request info…” buttons  as you wish. (free)
  2.  You choose how you want to be contacted. Literature by mail | email | phone contact.
  3. 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: 718/18

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 custoInvesting in 2013mer 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.
  • See the 10-minute video above for more details

Golden Rule Investor Tactic Video

  • Actionable Tips on How to Manage Your Investmentt Companies
  • 10-minutes
  • Perfect for New Investors or reminders for seasoned traders

 

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
  • That is the reason for this free website | Still ranked #1 in the world by Google as of 7/17/18
“I have been there | Don’t make the same retirement affecting expensive mistake” – Mike Dunn

(10-minute video but worth it)

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.)
  • See the 10-minutes tips video above for more details. Full of helpful success tips.

 

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. 2016 Mutual Fund CompaniesAlso, 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.

About the Author

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  • The financial data is updated quarterly since 2011
  • The economic and financial blogs will be coming out weekly.
  • Be on the look out for my new video blogs.
  • We are different. This website tries to stay non-political as far as macro-economic news allows.
  • Click the logo above to go to our sister website.
  • Some information is the same but some is different.
  • This site is where the really smart people go for their economic and financial information.
  • Like MutualFundDirectory.org, FemaleInvestor101.com tries to stay non-political. Refreshing.We both need a break

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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 mike@mutualfundmarketingservices.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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