Mutual Fund Company List

Mutual Fund Directory | 2017

Ranks the Top 100 Mutual Fund Companies

mutual fund company listBy Assets Under Management (AUM)

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Data updated on 5/28/17

Ranked by
AUM
on 5/28/2017
Company Name Assets Under
Management
(AUM) In
$ Billions
DateFeatured OfferClick to get
Company
Info
1Black Rock Funds$5,400.04/19/2017" Request info...
2Vanguard$4,200.04/26/2017Request info...
3State Street Global Advisors$2,560.03/31/2017Request info...
4Fidelity Investments$1,926.43/31/2017Request info...
5JP Morgan$1,800.03/31/2017Request info...
6BNY Mellon (Dreyfus)$1,700.03/31/2017Request info...
7PIMCO$1,510.03/31/2017Request info...
9American Funds Investments/PIMCO$1,300.03/31/2017Request info...
8Amundi Asset Mgmt$1,261.53/31/2017Request info...
10Northern Trust$1,000.03/31/2017Request info...
11Prudential Investments$1,000.03/31/2017Request info...
12Wellington Management$1,000.03/31/2017Request info...
13TIAA$936.03/31/2017purchaed NuveenRequest info...
14Natixis Global Associates$895.63/31/2017Request info...

15T Rowe Price$861.63/31/2017Request info...
16TD Ameritrade$847.03/31/2017Buying Scott TradeRequest info...
17Invesco$841.44/30/2017Request info...
18AXA$801.93/31/2017Request info...
19Goldman Sachs Asset Management$794.03/31/2017Request info...
20Deutsche Asset Management$773.03/31/2017Request info...
21Affilated Managers Group (AMG)$754.03/31/2017Request info...
22Franklin Templeton$741.04/30/2017Request info...
23Legg Mason$728.03/31/2017Request info...
24Dimensional Fund Advisers$652.03/31/2017Request info...
25BNP Paribas$648.63/31/2017Request info...
26Principal Financial Group$619.73/31/2017
27UBS$600.04/15/2017Request info...
28Insight Investors$576.83/31/2017Request info...
29Alliance Bernstein$504.04/30/2017Request info...
30RBC Global Wealth (CAN)$490.04/6/2017Request info...
31Wells Fargo Advantage Funds$481.04/13/2017Request info...
32Ameriprise Financial$467.03/31/2017Request info...
33MFS Investment Management$448.24/30/2017Request info...
34Morgan Stanley$421.03/31/2017Request info...
35BofA Merrill Lynch$418.03/31/2017

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36Nomura Asset Management$400.03/31/2017Request info...
37Eaton Vance Distributors$387.05/21/2017Request info...
38Aberdeen Asset Management (UK)$385.03/7/2017Request info...
39Lafayette Investments$378.03/31/2017Request info...
40The BlackStone Group$368.24/20/2017Request info...
41Credit Sussie$367.03/31/2017Request info...
42Julius Baer Securities$365.35/18/2017Request info...
43Federated Investors$361.73/31/2017Request info...
44Columbia Management$350.03/31/2017Request info...
45Manulife$343.04/3/2017Request info...
46AVIVA$319.03/9/2017Request info...
47SEI Investments$297.03/31/2017Request info...
48Lizard Mgmt Group$288.012/31/2016Request info...
49Dodge & Cox$275.03/31/2017Request info...
50Frank Russell Investments (Northwestern Mutual)$266.05/30/2017Request info...
51Guggenheim Partners$260.03/31/2017Request info...
52Pioneer Investments$244.43/31/2017Request info...
53BMO Global Asset Group$239.73/31/2017Request info...
54Oppenheimer Funds$235.04/28/2017Request info...
55Charles Schwab$227.93/31/2017Request info...
56Voya (ING)$219.03/31/2017Request info...
57Neuberger Berman$218.75/15/2017Request info...
58Estancia Capital Mgmt$209.55/15/2017Request info...
59Janus Capital Group$204.73/31/2017Request info...
60Baring Capital Management$200.05/22/2017Request info...
61TCW Group$199.33/31/2017Request info...
62Apollo Management$197.03/31/2017Request info...
63Robeco$165.53/31/2017Request info...
64Putnam Investments$162.04/30/2017Request info...
65Carlyle Group$162.03/31/2017Request info...
66Mercer Advisors$157.03/16/2017Request info...
67IGM Financial$150.04/30/2017Request info...
68Lord Abbett & Co$143.53/31/2017Request info...
69John Hancock Funds (CAN)$140.03/31/2017Request info...
70USAA Investment Management$135.05/15/2017Request info...
71LPL Financial (Note: advisory funds only)$135.03/31/2017Request info...
72Oakmark Funds$118.03/31/2017Request info...
73Robert W Baird & Co$117.04/19/2017Request info...
74Aegon$114.03/31/2017Request info...
75Conning$113.03/31/2017Request info...
76Artisan Partners Financial$106.55/9/2017Request info...
77First Eagle Investment Management$105.03/31/2017Request info...
78Doubleline$100.03/31/2017Request info...
79OakTree$100.03/31/2017Request info...
80MAN Group$88.75/5/2017Request info...
81The Hartford$87.13/31/2017Request info...
82TransAmerica Funds$79.34/15/2017Request info...
83Fortress$70.23/31/2017Request info...
84TPG Capital$67.03/31/2017Request info...
85US Bancorp$67.03/31/2017Request info...
86Ares Management$65.23/31/2017Request info...
87MetLife$63.23/29/2017Request info...
88Victory Capital$56.63/31/2017Request info...
89Sun Life Global Investments$56.03/31/2017Request info...
90MacKenzie Investments$51.64/4/2017part of IGMRequest info...
91Sterling Capital (BB&T)$50.03/31/2017Request info...
92Ivy Funds$48.53/31/2017Request info...
93Thornburg Asset Management$48.03/31/2017Request info...
94Virtus Investment Partners$48.03/31/2017Request info...
95American Century Investments (Normra to buy 41%)$44.12/28/2017Request info...
96Gabelli Investors$41.43/31/2017Request info...
97Heartland Advisors$39.05/15/2017Request info...
98AGF Management Limited$36.35/2/2017Request info...
99Och-Ziff$32.05/1/2017Request info...
100Royce Funds$32.02/7/2017Request info...
101Cerberus Capital Management$30.03/31/2017Request info...
102Scout Investments$27.34/10/2017RJ to acquireRequest info...
103Davis Select Advisers$27.05/15/2017Request info...
104Matthews Asia Funds$25.612/31/2016Request info...
105Reams Asset Mgmt$22.93/31/2017Request info...
106Touchstone Investments$20.03/31/2017Buying Sentinel's assetsRequest info...
107Waddell & Reed$19.03/31/2017Request info...
108Tweedy Browne Co$17.53/31/2017Request info...
109William Blair Funds$16.23/31/2017Request info...
110Brown Brothers Harriman$13.53/31/2017Request info...
111Ariel Investments$10.95/15/2017Request info...
112Avenue Capital Management$10.14/30/2017Request info...
113Kelso & Company$9.53/31/2017Request info...
114FIS Group$4.83/31/2017Request info...
115Saturna Capital$3.33/31/2017Request info...
116Mainstay Capital/NYLife$2.13/31/2017Request info...
117- - 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)

 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: 5/28/17

 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 5/16/17
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

investor training freeBeing a successful and an experienced investor, I recommend using two or three companies. Over time, drop the worst one and keep upgrading.

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.

 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.

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 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  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 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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