Mutual Fund Company List

Mutual Fund Directory | 2017

Ranks the Top 100 Mutual Fund Companies

mutual fund company listBy Assets Under Management (AUM)

Easy | Fast | Free | Investment Company Information

We help you research and find investment companies from the top 100+ for free 

free mutual fund information

Still the #1 Ranked Mutual Fund Company Directory Site in the world per Google organic search, mobile search, Bing and Yahoo. (In 2015 and 2016 YTD as of 3/2/17.)  Thank you!

Ranked by
AUM
on 03/7/2017
Company Name Assets Under
Management
(AUM) In
$ Billions
New DateFeatured OfferClick to get
Company
Info
1Black Rock Funds$5,100.00 12/31/2016" Request info...
2Vanguard$3,200.00 2/7/2017Request info...
3State Street Global Advisors$2,470.00 12/31/2016Request info...
4Fidelity Investments$2,130.00 12/31/2016Request info...
5JP Morgan$1,772.00 12/31/2016Request info...
6BNY Mellon (Dreyfus)$1,700.00 9/30/2016Request info...
7PIMCO$1,470.00 12/31/2016Request info...
9American Funds Investments/PIMCO$1,400.00 1/31/2017Request info...
8Prudential Investments$1,000.00 12/31/2016Request info...
10TIAA (purchased Nuveen)$907.0012/31/2016Request info...
11Natixis Global Associates$897.0012/31/2016Request info...

12Invesco$825.3012/31/2016Request info...
13T Rowe Price$810.8012/31/2016Request info...
14TD Ameritrade$797.0012/31/2016Buying Scott TradeRequest info...
15AXA$785.5012/31/2016Request info...
16Affilated Managers Group (AMG)$727.0012/31/2016Request info...
17Franklin Templeton$720.0012/31/2016Request info...
18Deutsche Asset Management$715.001/25/2017Request info...
19Legg Mason$713.801/30/2017Request info...
20Goldman Sachs Asset Management$707.0012/31/2016Request info...
21UBS$645.0012/31/2016Request info...
22Principal Financial Group$591.6012/31/2016
23BofA Merrill Lynch$564.009/30/2016

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

24RBC Global Wealth (CAN)$560.0012/31/2016Request info...
25Wells Fargo Advantage Funds$482.0012/31/2016Request info...
26Alliance Bernstein$480.0012/31/2016Request info...
27Dimensional Fund Advisers$460.0012/31/2016Request info...
28Columbia Management$456.3012/31/2016Request info...
29MFS Investment Management$433.9012/31/2016Request info...
30Morgan Stanley$417.0012/31/2016Request info...
31Lafayette Investments$387.002/3/2017Request info...
32Aberdeen Asset Management (UK)$374.001/31/2017Request info...
33Nomura Asset Management$372.0012/31/2016Request info...
34Federated Investors$365.9012/31/2016Request info...
35BNP Paribas$363.9012/31/2015Request info...
36The BlackStone Group$360.0012/31/2016Request info...
37Eaton Vance Distributors$354.3012/31/2016Request info...
38AVIVA$350.7012/31/2016Request info...
39Julius Baer Securities$332.0012/31/2016Request info...
40Lizard Mgmt Group$288.0012/31/2016Request info...
41Charles Schwab$280.0012/31/2016Request info...
42Dodge & Cox$259.0012/31/2016Request info...
43Frank Russell Investments (Northwestern Mutual)$244.006/30/2016Request info...
44Pioneer Investments$240.8012/31/2016Request info...
45Oppenheimer Funds$226.0012/31/2016Request info...
46Neuberger Berman$221.0012/31/2016Request info...
47Barring Capital Management$217.8012/31/2016Request info...
48Voya (ING)$217.0012/31/2016Request info...
49Janus Capital Group$191.9012/31/2016Request info...
50Apollo Management$191.702/3/2017Request info...
51TCW Group$185.2012/31/2016Request info...
52Estancia Capital Mgmt$182.7012/31/2016Request info...
53Ameriprise Financial$178.006/30/2016Request info...
54Carlyle Group$158.0012/31/2016Request info...
55Putnam Investments$156.0012/31/2016Request info...
56Guggenheim Partners$150.8012/31/2016Request info...
57Lord Abbett & Co$146.7012/31/2016Request info...
58IGM Financial$145.0012/31/2016Request info...
59American Century Investments (Normra to buy 41%)$137.0012/31/2016Request info...
60John Hancock Funds (CAN)$135.0012/31/2016Request info...
61USAA Investment Management$128.0012/31/2016Request info...
62Aegon$112.0012/31/2016Request info...
63LPL Financial (Note: advisory funds only)$112.0012/31/2016Request info...
64Oakmark Funds$109.0012/31/2016Request info...
65The Hartford$107.0012/31/2016Request info...
66Doubleline$106.0012/31/2016Request info...
67OakTree$101.002/7/2017Request info...
68Ares Management$99.0012/31/2016Request info...
69First Eagle Investment Management$97.0012/31/2016Request info...
70Artisan Partners Financial$96.8012/31/2016Request info...
71Robert W Baird & Co$83.9012/31/2016Request info...
72William Blair Funds$82.009/30/2016Request info...
73MAN Group$80.709/30/2016Request info...
74Conning$79.1012/31/2016Request info...
75TransAmerica Funds$77.9012/2/2016Request info...
76TPG Capital$74.0012/31/2016Request info...
77Fortress$69.6012/31/2016Request info...
78MacKenzie Investments (CAN)$64.0012/31/2016Request info...
79US Bancorp$62.7012/31/2016Request info...
80Thornburg Asset Management$54.9012/31/2016Request info...
81MetLife$53.4012/31/2016Request info...
82Credit Sussie$52.5012/31/2016Request info...
83BMO Global Asset Group$51.0012/31/2016Request info...
84Sterling Capital (BB&T)$51.0012/31/2016Request info...
85Virtus Investment Partners$45.4012/31/2016Request info...
86Ivy Funds$44.7012/31/2016Request info...
87Waddell & Reed$43.2012/31/2016Request info...
88Gabelli Investors$39.9011/10/2016Request info...
89Victory Capital$35.8012/31/2016Request info...
90AGF Management Limited$34.002/3/2017Request info...
91Och-Ziff$33.703/1/2017Request info...
92Cerberus Capital Management$30.0012/31/2016Request info...
93Davis Select Advisers$28.9012/31/2016Request info...
94Matthews Asia Funds$25.6012/31/2016Request info...
95Scout Investments$23.2012/31/2016Request info...
96Reams Asset Mgmt$22.5012/31/2016Request info...
97Sun Life Gobal Investments$22.1012/31/2016Request info...
98Tweedy Browne Co$18.4012/31/2016Request info...
99Royce Funds$17.6012/31/2016Request info...
100Touchstone Investments$17.0012/31/2016Request info...
101Brown Brothers Harriman$11.9012/31/2016Request info...
102Avenue Capital Management$10.6012/31/2016Request info...
103Ariel Investments$10.1012/31/2016Request info...
104Kelso & Company$9.5012/31/2016Request info...
105FIS$4.2012/31/2016Request info...
106Euclid Advisors$3.6012/31/2016Request info...
107Saturna Capital$3.4012/31/2016Request info...
108Heartland Advisors$2.0012/31/2016Request info...
109Mainstay Capital/NYLife$1.9012/31/2016Request info...
110Calvert Funds$0.5012/31/2016Teaming with Eaton VanceRequest info...
111- - Click for All Companies >>>Request info...
Nuveen Investments(purchaed by TIAA)
Aston Funds(purchased by AMG)
RS Investments(purchased by Victory Cap)

 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: 3/7/17

 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 2/16/17
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 divided my portfolio into three. I managed a third; I letI 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.

About the Author

President | Author | Thought Leader | Investor | SEO Expert | Cost Justification Expert

Mogul Skier | Tennis Player | Hiker | Golf Ball Chaser

Follow Mike Dunn on twitter for the latest updates in the mutual fund industry at “@mutualfundmike”.

Contact Us

If you have any questions about our Terms and Conditions, feel free to mike@mutualfundmarketingservices.com by email, or in writing to the following address:
Mutual Fund Marketing Services.com, LLC 18708 Nautical Drive, Ste 301, Cornelius, NC 28031

Full Terms of Use | Privacy Statement

* 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.
Mutual Fund Marketing Services, LLC – Copyright 2011, 2012, 2013, 2014, 2015, 2016 – all rights reserved.

We comply with FINRA regulations | We comply with SEC rules

This website adheres to US Securities and Exchange Commission – Section 202(a)(11)(A)-(E)

ranking mutual fund companies

Contact Mike Dunn | mike@mutualfundmarketingservices.com | 704-408-8050 with questions or website issues

 We love our friends at the FTC. We have scoured our this site to make sure we are in compliance with the letter and the spirit of the law.
SEO Powered by Platinum SEO from Techblissonline