Mutual Fund Company List

Mutual Fund Directory | 2015

Mutual Fund Directory Ranked By Assets Under Management (AUM)

Mutual Fund company listEasy Way to Do Your Investment Research.

Click below on the companies you want to research further.

Top 95 Mutual Fund companies listed below ranked by Assets Under Management.

 What You Get for Free: (You choose some or all below).

1. The company will Email you their information and/or,

2. Send you their information via mail and/or,

3. or request the company “call” you via phone  to answer your questions.

So, “you” can get “your” information quicker. So “YOU” can decide which companies you want to do business with. It’s always a Smart Investing Strategy to diversify your investment vendors as well as your portfolio to reduce risk and make sure you are getting the best deal.

Data last updated: 5/6/2015

Click on the Logo or “Request Info…” to get info from the company.

dir q2 2015 csv.csv

Ranked by
on 05/04/2015
Company Name Assets Under
(AUM) In
$ Billions
Click to get
Date of
data used
1Black Rock Funds$3,857.00 Request info...4/15/2015
2Vanguard$3,100.00 Request info...1/11/2015
3State Street Global Advisors$2,450.00 Request info...12/31/2014
4Fidelity Investments$2,030.00 Request info...12/31/2014
5BNY Mellon (Dreyfus)$1,700.00 Request info...3/31/2015
6Allianz Global Investors/PIMCO$1,590.00 Request info...3/31/2015
7JP Morgan$1,500.00 Request info...12/31/2014
8Wells Fargo Advantage Funds$1,400.00 Request info...1/20/2015
9Deutsche Asset Management$1,260.00 Request info...12/31/2014
10Goldman Sachs Asset Management$1,029.00 Request info...3/31/2015
11American Funds Investments/PIMCO$1,000.00 Request info...4/23/2015
12Prudential Investments$1,000.00 Request info...12/31/2014
13Franklin Templeton$880.60Request info...11/30/2014
14TIAA-CREF (purchased Nuveen)$866.00Request info...3/31/2015
15Natixis Global Associates$824.67Request info...3/11/2015
16Ameriprise Financial$815.00Request info...4/23/2015
17Invesco$798.30Request info...3/31/2015
18T Rowe Price$772.70Request info...3/31/2015
19Sun Life Gobal Investments
+ MFS (CAN)*
$734.00Request info...12/31/2014
20Legg Mason$702.70Request info...4/13/2015
21AXA$698.53Request info...5/3/2015
22TD Ameritrade$672.00Request info...12/31/2014
23UBS$668.00Request info...12/31/2014
24RBC Global Wealth (CAN)$634.80Request info...4/20/2015
25BNP Paribas$576.00Request info...12/31/2015
26Principal Financial Group$530.00Request info...3/31/2015
27Mainstay Capital/NYLife$526.00Request info...3/31/2015
28BofA Merrill Lynch$494.004/14/2015
29Alliance Bernstein$486.00Request info...3/31/2015
30LPL Financial (Note: advisory funds only)$465.00Request info...3/31/2015
31Aberdeen Asset Management (UK)$425.00Request info...9/30/2014
32Dimensional Fund Advisers$411.50Request info...3/31/2015
33Morgan Stanley$406.00Request info...3/31/2015
34Pioneer + (Santander)$395.80Request info...12/31/2014
35AVIVA$377.70Request info...4/13/2015
36Federated Investors$362.90Request info...12/31/2014
37Aegon$338.90Request info...12/31/2015
38Julius Baer Securities$331.50Request info...3/31/2015
39Eaton Vance Distributors$296.00Request info...12/31/2014
40Charles Schwab$282.63Request info...2/28/2015
41Frank Russell Investments (Northwestern Mutual)$272.00Request info...3/26/2015
42Dodge & Cox$270.00Request info...12/31/2014
43Neuberger Berman$251.00Request info...3/31/2015
44Oppenheimer Funds$233.00Request info...3/31/2015
45Nuveen Investments (now TIAA Cref)$223.20Request info...3/31/2015
46Guggenheim Partners$220.00Request info...12/31/2014
47Voya (ING)$213.00Request info...4/20/2015
48Babson Capital Management$212.00Request info...3/31/2015
49Lizard Mgmt Group$199.00Request info...3/31/2015
50Carlyle Group$193.00Request info...3/31/2015
51Janus Capital Group$189.70Request info...3/31/2015
52TCW Group$179.30Request info...3/31/2015
53Putnam Investments$159.00Request info...3/31/2015
54Lord Abbett & Co$148.00Request info...2/1/2015
55IGM Financial$148.00Request info...3/31/2015
56American Century Investments$141.00Request info...12/31/2014
57Reliance Trust$138.00Request info...7/31/2014
58John Hancock Funds (CAN)$130.00Request info...3/31/2015
59Waddell & Reed$123.70Request info...3/31/2015
60Blue Crest Capital$111.00Request info...1/2/2015
61Artisan Partners Financial$110.40Request info...2/28/2015
62First Eagle Funds Distributors$102.00Request info...2/28/2015
63Oakmark Funds$84.00Request info...3/31/2015
64The Hartford$75.70Request info...3/31/2015
65TransAmerica Funds$73.60Request info...12/31/2014
66MAN Group$72.30Request info...9/30/2014
67William Blair Funds$66.30Request info...3/31/2015
68Brown Brothers Harriman$62.00Request info...3/31/2015
69Thornburg Asset Management$61.00Request info...3/31/2015
70US Bancorp$55.00Request info...3/31/2015
71MacKenzie Investments (CAN)$50.30Request info...4/2/2015
72Sterling Capital (BB&T)$47.50Request info...4/9/2015
73Och-Ziff$47.30Request info...4/1/2015
74Ivy Funds$41.00Request info...3/31/2014
75Virtus Investment Partners$39.80Request info...12/31/2014
76Nomura Asset Management$38.00Request info...3/31/2015
77Davis Select Advisers$36.80Request info...4/9/2015
78Scout Investments$30.61Request info...3/31/2015
79Royce Funds$30.00Request info...3/31/2015
80Matthews Asia Funds$30.00Request info...1/20/2015
81RS Investments$27.70Request info...4/16/2015
82Gabelli Investors$25.90Request info...3/31/2015
83American Beacon$23.00Request info...4/20/2015
84USAA Investment Management$22.90Request info...4/9/2015
85Tweedy Browne Co$21.50Request info...3/31/2015
86Reams Asset Mgmt$21.06Request info...3/31/2015
87MetLife$13.60Request info...3/26/2015
88Avenue Capital Management$13.00Request info...3/31/2015
89Calvert Funds$13.00Request info...12/31/2014
90Aston Funds$6.30Request info...12/31/2014
91Heartland Advisors$6.06Request info...3/24/2015
92Ariel Investments$4.30Request info...1/22/2015
93Touchstone Investments$4.25Request info...4/29/2015
94Saturna Capital$4.00Request info...3/31/2015
95Cornerstone Financial Advisors$0.78Request info...12/31/2014
96All$0.00Request info...

Is a Backup Plan a smart move?

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 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.
  • 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. This 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 every 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 law suit 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.

As An Example

When Morgan Stanley announced they are laying off 1,600 workers.  According to their website, they have not put out a Foreclosure optionspress 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 in 2012/2013 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 return, risk and customer service point of view.
  • Will your primary brokerage company like the backup plan? Nope but “tuff!”  If they know you have researched other companies per below, they may offer you some extra incentive to stay. Hence, using the easy research tool below is an easy way to make and save money.

About the Author

An entrepreneur at heart, Mike Dunn launched his first computer training and software development business when he was just 21 years old. With Bachelor’s degrees in both Finance and Information Systems with minors in Economics and Psychology, Dunn embarked on a sales career for AT&T/BellSouth. He soared to the top of his field, matching customers’ corporate goals and objectives to bleeding-edge technology. He has leveraged his 20+ years of leadership in the sales field to help others succeed through his training company, As a thought leader in Internet-related finance, Dunn has been at the forefront of recognizing and acting on game-changing strategies. He melds his expertise in sales and finance in order to quantify return on investment for what Nassim Taleb termed Black Swan Events. Dunn’s current project, Mutual Fund Marketing, focuses on helping Mutual Fund Companies leverage Social Media/Call Center and Mutual Funds sales best practices into a powerful combination to help mutual fund companies achieve and exceed their corporate metrics and goals. Follow him on twitter for the latest updates in the mutual fund industry at “mutualfundmike”.

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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 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.
Mike Dunn, Copyright 2011, 2012, 2013, 2014, 2015 – all rights reserved.
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