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 94 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: 1/25/2015

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

Ranked by
on 01/22/2015
Company Name Assets Under
(AUM) In
$ Billions
Click to get
Date of
data used
Featured Offer
1Black Rock Funds$4,600.00 Request info...1/15/2015
2Vanguard$2,960.00 Request info...1/11/2015
3Charles Schwab$2,500.00 Request info...1/2/2015
4State Street Global Advisors$2,420.00 Request info...3/30/2014
5Fidelity Investments$2,024.00 Request info...9/30/2014
6JP Morgan$1,700.00 Request info...9/30/2014
7Allianz Global Investors/PIMCO$1,680.00 Request info...12/31/2014
8BNY Mellon (Dreyfus)$1,600.00 Request info...9/30/2014
9Deutsche Asset Management$1,270.00 Request info...9/30/2014
10American Funds Investments/PIMCO$1,200.00 Request info...9/23/2014
11Goldman Sachs Asset Management$1,150.00 Request info...9/30/2014
12Prudential Investments$1,000.00 Request info...9/30/2014
13Wells Fargo Advantage Funds$923.00Request info...12/31/2014
14Franklin Templeton$899.50Request info...11/30/2014
15Natixis Global Associates$894.30Request info...9/30/2014
16UBS$792.40Request info...1/20/2015
17Invesco$792.40Request info...1/12/2015
18T Rowe Price$731.20Request info...9/30/2014
19Legg Mason$709.00Request info...12/31/2014
20Ameriprise Financial$700.00Request info...12/31/2014
21Sun Life Gobal Investments
+ MFS (CAN)*
$698.00Request info...12/31/2014
22TD Ameritrade$672.00Request info...12/31/2014
23AXA$662.20Request info...12/12/2014
24BofA Merrill Lynch$630.0012/31/2014
25Principal Financial Group$513.50Request info...12/8/2014
26Voya (ING)$511.00Request info...12/20/2014
27Alliance Bernstein$474.00Request info...12/31/2014
28LPL Financial (Note: advisory funds only)$465.00Request info...12/9/2014
29TIAA-CREF (purchased Nuveen)$451.00Request info...12/31/2014
30Aberdeen Asset Management (UK)$425.00Request info...9/30/2014
31Morgan Stanley$403.00Request info...12/31/2014
32AVIVA$400.00Request info...9/30/2014
33Federated Investors$352.20Request info...12/31/2014
34RBC Global Wealth (CAN)$343.20Request info...12/31/2014
35BNP Paribas$340.20Request info...1/12/2015
36Aegon$339.00Request info...6/30/2014
37Julius Baer Securities$326.50Request info...11/14/2014
38Dimensional Fund Advisers$326.10Request info...12/31/2014
39Eaton Vance Distributors$296.00Request info...12/31/2014
40Frank Russell Investments (Northwestern Mutual)$275.10Request info...12/31/2014
41Dodge & Cox$270.00Request info...12/31/2014
42Pioneer Investments$248.00Request info...11/30/2014
43Guggenheim Partners$220.00Request info...12/31/2014
44Oppenheimer Funds$211.70Request info...3/30/2014
45Babson Capital Management$206.00Request info...1/21/2015
46Carlyle Group$203.00Request info...1/21/2015
47Neuberger Berman$200.00Request info...1/20/2015
48Lizard Mgmt Group$198.00Request info...9/30/2014
49Janus Capital Group$183.10Request info...12/31/2014
50TCW Group$163.40Request info...1/20/2015
51Putnam Investments$159.00Request info...6/30/2024
52Reliance Trust$146.00Request info...7/31/2014
53American Century Investments$141.00Request info...12/31/2014
54Lord Abbett & Co$138.00Request info...9/30/2014
55Oakmark Funds$132.00Request info...12/31/2014
56IGM Financial$126.00Request info...12/31/2014
57John Hancock Funds (CAN)$125.00Request info...12/31/2014
58Waddell & Reed$123.70Request info...12/31/2014
59Nomura Asset Management$94.80Request info...12/31/2014
60Thornburg Asset Management$94.40Request info...6/30/2014
61The Hartford$74.30Request info...7/30/2014
62TransAmerica Funds$73.60Request info...12/31/2014
63MAN Group$72.30Request info...9/30/2014
64MacKenzie Investments (CAN)$70.90Request info...12/31/2014
65William Blair Funds$70.00Request info...9/30/2014
66USAA Investment Management$64.60Request info...6/30/2014
67American Beacon$58.50Request info...3/31/2014
68US Bancorp$56.00Request info...12/31/2014
69First Eagle Funds Distributors$49.90Request info...12/31/2014
70Sterling Capital (BB&T)$47.00Request info...12/31/2014
71Gabelli Investors$46.90Request info...9/30/2014
72Och-Ziff$46.00Request info...1/1/2015
73Ivy Funds$41.00Request info...3/30/2014
74Virtus Investment Partners$39.80Request info...12/31/2014
75Blue Crest Capital$35.00Request info...12/31/2014
76Davis Select Advisers$35.00Request info...12/31/2014
77Royce Funds$32.00Request info...12/31/2014
78RS Investments$28.00Request info...1/5/2015
79Matthews Asia Funds$26.90Request info...12/31/2014
80Brown Brothers Harriman$23.42Request info...3/31/2014
81Reams Asset Mgmt$17.90Request info...9/30/2014
82Scout Investments$17.90Request info...9/30/2014
83Tweedy Browne Co$15.60Request info...7/24/2014
84Avenue Capital Management$13.30Request info...12/31/2014
85Calvert Funds$13.00Request info...12/31/2014
86Aston Funds$6.00Request info...12/31/2014
87Heartland Advisors$5.40Request info...12/31/2014
88MetLife$4.51Request info...1/9/2015
89Ariel Investments$4.30Request info...1/22/2015
90Touchstone Investments$4.25Request info...1/13/2015
91Saturna Capital$4.00Request info...9/30/2015
92Mainstay Capital$1.90Request info...12/31/2014
93Nuveen Investments (now TIAA Cref)$0.00Request info...12/31/2014
94AllRequest 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

Morgan Stanley just 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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