Mutual Fund Company List

Mutual Fund Directory | 2017

Research the Top 100 Mutual Fund Companies | Fast | Free

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

Data Updated: 11/17/17 (next update due on 11/20/17)

 

How to get the financial information?

  • Get Company Information sent to you
  • In just a few clicks
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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 not mobile. Thanks!
Ranking Data updated on 11/20/17

 

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

 

Ranked by
AUM
on 11/16/2017
Company NameAUM $ (in Billions)Date2017 NewsClick to get
Company
Info
1Black Rock Funds$5,977.0010/11/2017Worlds largest asset management companyRequest info...
2Vanguard$4,500.009/30/2017Request info...
3State Street Global Advisors$2,670.009/30/2017Paid $32.3 million for criminal fraud fines 1/18/17Request info...
4Fidelity Investments$2,400.009/30/2017Won 14 Lipper AwardsRequest info...
5JP Morgan$1,900.009/30/2017Request info...
6BNY Mellon (Dreyfus)$1,800.009/30/2017Request info...
7PIMCO$1,690.009/30/2017PIMCO settles SEC charges 12/1/16Request info...
8Amundi Asset Mgmt$1,650.009/30/2017Purchased Pioneer on 6/22/17Request info...
9Prudential Investments$1,370.009/30/2017AUM is growing at a high rateRequest info...
10American Funds Investments/PIMCO$1,300.009/30/2017Request info...
11Nomura Asset Management$1,100.0010/13/2017Request info...
12Northern Trust$1,100.009/30/2017Request info...
13TD Ameritrade$1,100.009/30/2017Buying Scott TradeRequest info...
14Morgan Stanley$1,000.0010/17/2017Earnings surge 60% - 4/17/17Request info...
15Wellington Management$1,000.009/30/2017Request info...
16TIAA$954.009/30/2017purchaed NuveenRequest info...
17Natixis Global Associates$951.709/30/2017Request info...

18T Rowe Price$948.009/30/2017Targeting Schwab customersRequest info...
19Sun Life Global Investments$934.0011/8/2017Request info...
20Invesco$917.509/30/2017Acquring Source (ETFs)Request info...
21AXA$870.609/30/2017Request info...
22Deutsche Asset Management$840.009/30/2017Request info...
23TransAmerica Funds$809.009/30/2017Reduced workforce by 800 - 12/2/16Request info...
24Goldman Sachs Asset Management$794.003/31/2017Request info...
25Affilated Managers Group (AMG)$772.109/30/2017Purchaed Ashton FundsRequest info...
26Credit Sussie$759.0011/2/2017Request info...
27Franklin Templeton$750.408/17/2017AUM up $10.9 B year over year 6/30/19Request info...
28Legg Mason$750.006/30/2017AUM up 17.0 B in one quarterRequest info...
29Insight Investors$727.506/30/2017Request info...
30Principal Financial Group$655.509/30/2017
31UBS$653.004/7/2017Request info...
32BNP Paribas$648.603/31/2017Request info...
33Dimensional Fund Advisers$548.009/30/2017Request info...
34Alliance Bernstein$542.0011/9/2017Request info...
35Wells Fargo Advantage Funds$496.009/30/2017FINRA fined Wells $1 million in reporting violationRequest info...
36Ameriprise Financial$484.0010/24/2017Request info...
37MFS Investment Management$480.3010/31/2017Request info...
38Columbia Management$473.006/30/2017Request info...
39AVIVA$420.006/30/2017Request info...
40Eaton Vance Distributors$419.309/30/2017Request info...
41BofA Merrill Lynch$418.003/31/2017

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42Aegon$417.509/30/2017Target advertising in the tennis nicheRequest info...
43Lafayette Investments$408.009/30/2017Request info...
44The BlackStone Group$385.009/30/2017To purchase "IMC" leading furniture show roomsRequest info...
45Manulife$383.009/30/2017Request info...
46Aberdeen Asset Management (UK)$372.007/9/2017Request info...
47Federated Investors$360.5010/26/2017Request info...
48Julius Baer Securities$358.707/24/2017Request info...
49Janus Capital Group$331.005/30/2017Request info...
50SEI Investments$325.109/30/2017SEI to buy Archway Technologies 7/5/17Request info...
51Charles Schwab$320.006/30/2017Request info...
52Voya (ING)$311.0010/3/2017Request info...
53RBC Global Wealth (CAN)$307.009/30/2017Request info...
54Baring Capital Management$299.309/30/2017Purchased Babson CapitalRequest info...
55Guggenheim Partners$295.006/30/2017Request info...
56Neuberger Berman$284.0011/1/2017Deeper commitment to China 4/1/17Request info...
57Old Mutual$279.6010/11/2017Request info...
58Dodge & Cox$275.003/31/2017Request info...
59Frank Russell Investments (Northwestern Mutual)$266.005/30/2017Request info...
60BMO Global Asset Group$248.606/30/2017Request info...
61Oppenheimer Funds$246.0010/31/2017Named one of the best places to work 7/19/17Request info...
62Pioneer Investments$244.403/31/2017Request info...
63Apollo Management$242.009/30/2017Request info...
64Lizard Mgmt Group$238.009/30/2017Request info...
65Estancia Capital Mgmt$209.505/15/2017Request info...
66Edward Jones$204.005/1/2017FINRA fined Edward Jones $750k for reporting violationRequest info...
67TCW Group$201.609/30/2017Request info...
68Robeco$179.109/30/2017Request info...
69Carlyle Group$174.009/30/2017Request info...
70Putnam Investments$169.0010/31/2017Advertising in 50 million person skiing nicheRequest info...
71Mercer Advisors$157.003/16/2017Request info...
72John Hancock Funds (CAN)$148.009/30/2017Request info...
73Lord Abbett & Co$146.705/30/2017Request info...
74IGM Financial$143.8010/31/2017AUM down slightlyby highly transparent reportingRequest info...
75MetLife$140.007/10/2017Request info...
76Oakmark Funds$135.009/30/2017Request info...
77LPL Financial$117.205/30/2017(Note: advisory funds only)Request info...
78Robert W Baird & Co$117.004/19/2017Request info...
79The Hartford$111.7010/23/2017Lead article: "Retirement under Trump"...Request info...
80First Eagle Investment Management$110.009/30/2017Request info...
81Doubleline$109.006/30/2017Request info...
82Ares Management$106.009/30/2017Request info...
83MAN Group$103.509/30/2017Request info...
84OakTree$100.009/30/2017Slight increase in AUMRequest info...
85Virtus Investment Partners$87.109/30/2017Request info...
86Waddell & Reed$80.909/30/2017Request info...
87US Bancorp$73.009/30/2017Request info...
88TPG Capital$73.006/30/2017Request info...
89Conning$70.607/20/2017Request info...
90MacKenzie Investments$69.209/30/2017part of IGMRequest info...
91USAA Investment Management$64.609/30/2017Request info...
92Victory Capital$59.009/30/2017Request info...
93Artisan Partners Financial$57.6011/9/2017Request info...
94William Blair Funds$57.009/30/2017Request info...
95Sterling Capital (BB&T)$54.009/30/2017Request info...
96Thornburg Asset Management$48.907/28/2017Request info...
97Ivy Funds$48.503/31/2017Request info...
98American Century Investments (Normra to buy 41%)$42.909/30/2017Request info...
99Gabelli Investors$42.303/31/2017Request info...
100Heartland Advisors$39.005/15/2017Request info...
101Fortress$36.109/30/2017Request info...
102AGF Management Limited$35.3010/3/2017Request info...
103Matthews Asia Funds$32.609/30/2017Request info...
104Royce Funds$32.002/7/2017Request info...
105Och-Ziff$31.8010/1/2017Request info...
106Cerberus Capital Management$30.0011/2/2017Request info...
107Scout Investments$27.304/10/2017RJ to acquireRequest info...
108Davis Select Advisers$25.006/30/2017Request info...
109Reams Asset Mgmt$22.309/30/2017Request info...
110Touchstone Investments$19.509/30/2017Buying Sentinel's assetsRequest info...
111Tweedy Browne Co$18.109/30/2017Request info...
112Brown Brothers Harriman$13.508/8/2017Request info...
113Avenue Capital Management$9.609/30/2017Request info...
114Kelso & Company$9.504/27/2017Request info...
115Ariel Investments$8.609/30/2017Request info...
116Pacific Funds$6.203/31/2017Part of Pacific LifeRequest info...
117FIS Group$4.705/15/2017Request info...
118Saturna Capital$3.303/31/2017Request info...
119Mainstay Capital/NYLife$2.106/5/2017Request info...
120- - 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

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 5/16/17
“I have been there | Don’t make the same retirement affecting expensive mistake” – 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.)
  • 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.

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  • Click the logo above to go to our sister website.
  • Some information is the same but some is different.
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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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