Mutual Fund Company List

Mutual Fund Directory | 2016

Ranks the Top 100 Mutual Fund Companies

By Assets Under Management (AUM)

Easy | Fast | Free | Investment Company Information

  • Smart Investors dihow to investversify their portfolios

  • Savvy Investors diversify their mutual fund companies

  • Wise & Efficient Investors research the top 100 mutual fund companies with just a few clicks (scroll down for the full directory)

  • We help Mutual Fund Investors

  • Our Investor Tip/Recommendation:  Consider using two or three investment companies all the time.

The Issue: How do you find the other companies best for you?

  • 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 8/8/16

Be a Wise Investor”  – Mike Dunn

Our Solution.top 100 muual fund company list

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

  • Get information from as many companies as you want |  No limit | 100% Free
    • Get information from multiple Top 100 Mutual Fund Companies for your investment company short list.
    • Then you can choose one or two additional investment companies or upgrade your existing company. Always keep improving your investment plan.
    • Get company literature via mail | Sent via Email | Request phone call just from the companies you select. You choose.
  • You are in Control | All 100 top companies on one site | Just a few clicks 
  • See the updated full ranking list below | Data Updated: 7/27/16

Mutual Fund company list

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 6/2/16.)  Thank you!

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.

Investment Company Data Updated: 7/27/16.

Ranked by
AUM
on 07/26/2016
Company Name Assets Under
Management
(AUM) In
$ Billions
Click to get
Company
Info
Date of
data used
Featured Offer
1Black Rock Funds$4,890.00 Request info...6/30/2016"
2Vanguard$3,240.00 Request info...7/5/2016
3State Street Global Advisors$2,300.00 Request info...3/31/2016
4Fidelity Investments$2,035.00 Request info...1/1/2016
5BNY Mellon (Dreyfus)$1,700.00 Request info...6/30/2016
6JP Morgan$1,676.00 Request info...3/31/2016
7PIMCO$1,510.00 Request info...6/30/2016
8American Funds Investments/PIMCO$1,300.00 Request info...4/21/2016
9Prudential Investments$1,220.00 Request info...3/31/2016
10Natixis Global Associates$884.90/a>3/31/2016
11Deutsche Asset Management$842.00Request info...3/31/2016
12Invesco$784.50Request info...6/30/2016
13T Rowe Price$764.60Request info...3/31/2016
14Franklin Templeton$742.60Request info...4/30/2016
15AXA$731.90Request info...6/30/2016
16TD Ameritrade$711.00Request info...3/31/2016
17Goldman Sachs Asset Management$707.00Request info...6/30/2016
18Legg Mason$670.00Request info...3/31/2016
19UBS$628.00Request info...3/31/2016
20BofA Merrill Lynch$610.003/31/2016

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21Principal Financial Group$547.702/8/2016
22RBC Global Wealth (CAN)$526.10Request info...12/31/2015
23Mainstay Capital/NYLife$517.00Request info...3/31/2016
24Alliance Bernstein$490.00Request info...7/12/2016
25Wells Fargo Advantage Funds$480.00Request info...7/25/2016
26Columbia Management$472.00Request info...3/31/2016
27Aberdeen Asset Management (UK)$428.20Request info...3/31/2016
28MFS Investment Management$425.00Request info...6/30/2016
29Dimensional Fund Advisers$414.00Request info...12/31/2015
30Morgan Stanley$406.00Request info...4/29/2016
31Lafayette Investments$378.00Request info...6/30/2016
32Aegon$377.90Request info...12/31/2015
33Federated Investors$369.70Request info...6/30/2016
34AVIVA$350.70Request info...3/31/2016
35BNP Paribas$347.00Request info...12/31/2015
36Eaton Vance Distributors$325.60Request info...7/14/2016
37Credit Sussie$314.10Request info...3/31/2016
38Julius Baer Securities$313.40Request info...6/30/2016
39Lizard Mgmt Group$288.00Request info...6/30/2016
40Charles Schwab$272.60Request info...3/31/2016
41Dodge & Cox$259.00Request info...6/30/2016
42Pioneer + (Santander)$250.70Request info...3/31/2016
43Nomura Asset Management$250.40Request info...3/31/2016
44Neuberger Berman$246.00Request info...3/31/2016
45TIAA-CREF (purchased Nuveen)$244.60Request info...6/30/2016
46Babson Capital Management$243.00Request info...6/30/2016
47Guggenheim Partners$240.00Request info...3/31/2016
48Nuveen Investments (now TIAA Cref)$239.50Request info...6/30/2016
49Frank Russell Investments (Northwestern Mutual)$226.00Request info...3/31/2016
50Oppenheimer Funds$214.10Request info...3/31/2016
51Janus Capital Group$191.30Request info...3/31/2016
52Estancia Capital Mgmt$182.00Request info...6/30/2016
53Ameriprise Financial$178.00Request info...6/30/2016
54Carlyle Group$178.00Request info...3/31/2016
55Apollo Management$173.00Request info...3/31/2016
56TCW Group$165.20Request info...3/31/2016
57Putnam Investments$148.00Request info...6/30/2016
58American Century Investments (Normra to buy 41%)$137.00Request info...6/30/2016
59IGM Financial$134.70Request info...6/30/2016
60John Hancock Funds (CAN)$133.00Request info...6/30/2016
61Lord Abbett & Co$126.90Request info...3/31/2016
62LPL Financial (Note: advisory funds only)$112.00Request info...6/30/2016
63Doubleline$100.00Request info...6/1/2016
64OakTree$98.00Request info...6/30/2016
65First Eagle Investment Management$97.00Request info...6/30/2016
66Waddell & Reed$95.20Request info...3/31/2016
67Ares Management$94.00Request info...3/31/2016
68BMO Global Asset Group$92.00Request info...3/31/2016
69Artisan Partners Financial$90.10Request info...7/25/2016
70Voya (ING)$87.20Request info...6/30/2016
71MAN Group$78.60Request info...3/31/2016
72William Blair Funds$78.00Request info...3/31/2016
73TransAmerica Funds$74.80Request info...6/30/2016
74The Hartford$73.60Request info...3/31/2016
75Fortress$70.60Request info...3/31/2016
76The BlackStone Group$69.00Request info...6/30/2016
77Oakmark Funds$66.00Request info...6/30/2015
78USAA Investment Management$64.60Request info...6/30/2016
79TPG Capital$58.00Request info...6/30/2016
80Sun Life Gobal Investments$57.00Request info...3/31/2016
81US Bancorp$56.60Request info...6/30/2016
82Brown Brothers Harriman$54.00Request info...1/1/2016
83MetLife$53.90Request info...6/30/2015
84Thornburg Asset Management$53.00Request info...6/30/2016
85Sterling Capital (BB&T)$53.00Request info...6/30/2016
86MacKenzie Investments (CAN)$45.50Request info...12/31/2015
87Ivy Funds$41.00Request info...5/15/2016
88Och-Ziff$39.20Request info...7/1/2016
89Gabelli Investors$37.50Request info...6/30/2016
90Davis Select Advisers$29.00Request info...6/30/2016
91Scout Investments$27.30Request info...3/31/2016
92Matthews Asia Funds$26.80Request info...6/30/2016
93Aston Funds$26.60Request info...12/31/2015
94Virtus Investment Partners$26.50Request info...3/31/2016
95Reams Asset Mgmt$23.10Request info...6/30/2016
96Cerberus Capital Management$20.00Request info...3/31/2016
97Tweedy Browne Co$17.70Request info...3/31/2016
98Royce Funds$17.00Request info...3/31/2016
99RS Investments$16.40Request info...6/30/2016
100Touchstone Investments$15.80Request info...3/31/2016
101Calvert Funds$12.20Request info...12/31/2015
102Avenue Capital Management$10.90Request info...6/30/2015
103Ariel Investments$10.10Request info...3/31/2016
104Kelso & Company$9.50Request info...6/30/2015
105FIS$4.20Request info...5/24/2016
106Saturna Capital$3.50Request info...3/31/2016
107Heartland Advisors$1.90Request info...6/12/2016
108- - Click for All Companies >>>Request info...N/A

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 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

Being a successful and an experienced investor, I divided my portfolio into three. I managed a third; I let company A manage a third and company B administer a third. Company A and I averaged 13% year over year. While Company B averaged just 2%. Company B was very nice and responsive but did not produce. Then I replaced company B. If I had all of my investments with company B, how would I have to know how poor they actually were compared to my other options? 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.

About the Author

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

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