Mutual Fund Directory | 2024
Top 100 Mutual Fund Companies Ranked by AUM
We help you find an additional mutual fund company. Then they help you find your funds.
Current information on investment companies and economic analysis to help investors –
Full Data Updated on 3/8/22 | A free and valuable service for investors
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- 100+ investment companies ranked by the key metric of assets under management (AUM) for quick investor information each quarter since 2011.
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“Scroll Down” for the full 100+ ranked directory list below with info request buttons
| Ranked by AUM on 3/7/22 | Company Name | AUM (in Billions) | Date | News | Click to get Company Info |
|---|---|---|---|---|---|
| 1 | BlackRock Funds | $10,010.00 | 12/31/2021 | First investment company to break the 10 trillion AUM ceiling. Takes an Evergrand loss. | Request info... |
| 2 | Vanguard | $8,100.00 | 10/1/2021 | Working managing future lower commission business model. | Request info... |
| 3 | Charles Schwab | $7,980.00 | 10/3/2021 | Schwab Charitable Donors Gave $4.4 Billion to Charity Through 945,000 Grants In 2021 - 1/20/22 | Request info... |
| 4 | JP Morgan | $7,110.00 | 12/31/2021 | AUM up 15%. SEC fine of $125 million for widespread record keeping violations. 12/17/21. | Request info... |
| 5 | BarclayHedge | $4,534.00 | 9/30/2021 | 12/23/21 - FINRA fine of $125 million. "CEO resigns amid Epstein scandal inquiry," per NYT - 11/1/21. | Request info... |
| 6 | Fidelity Investments | $4,200.00 | 12/31/2021 | Starts a bitcon ETF in Germany as a test. SEC has new reguations on bitcon ETFs. | Request info... |
| 7 | State Street Global Advisors | $4,140.00 | 9/30/2021 | State Street Partners with Black-Owned Businesses to Underwrite $1.5 Billion of Senior Unsecured Debt | Request info... |
| 8 | Capital Group | $2,700.00 | 12/31/2021 | Capital Group Launches Its First Active ETFs on New York Stock Exchange | Request info... |
| 9 | BNY Mellon (Dreyfus) | $2,400.00 | 12/31/2021 | Mellon uses Chainalysis' blockchain technology to monitor suspicous crypto transactions | Request info... |
| 10 | Amundi Asset Mgmt | $2,260.00 | 12/31/2021 | Amundi, just complted the Lyxor purchse for $894 million USD. Lyxor is one of the key players in the ETF market in Europe | Request info... |
| 11 | PIMCO/Allianz | $2,200.00 | 12/31/2021 | PIMCO to give $1 million annually for Future Leaders Scholarship | Request info... |
| 12 | Legal & General Investments | $1,835.00 | 6/30/2021 | Legal & General agrees c.£11m buyout with Cornish Mutual Assurance Company Limited Staff Pension Scheme | Request info... |
| 13 | Northern Trust | $1,620.00 | 12/31/2021 | Northern Trust Asset Management Quant Head Michael Hunstad to Lead Newly Combined Equity Team | Request info... |
| 14 | Invesco | $1,610.90 | 12/31/2021 | Starts a bitcon ETF. SEC has new reguations on bitcon ETFs. | Request info... |
| 15 | Morgan Stanley | $1,600.00 | 12/31/2021 | Morgan Stanley's subidiary, Eaton Vance, to purchase Water Oak. | Request info... |
| 16 | Franklin Templeton | $1,578.10 | 12/31/2021 | Franklin Templetons Voice of the American Worker Study Indicates Employees are Re-evaluating What They Want from Their Employers | Request info... |
| 17 | T Rowe Price | $1,578.00 | 12/31/2021 | 6.6% drop in AUM in January 2022. Is this a T. Rowe Price issue or a global issue? | Request info... |
| 18 | Prudential Investments | $1,500.00 | 12/31/2021 | AUM down $200 Billion or 12%. | Request info... |
| 19 | Nuveen (TIAA) | $1,375.00 | 12/31/2021 | Nuveen Real Estates Asia Pacific Cities strategy acquires a 50% interest in One George Street, Singapore in joint venture for US $472 million | Request info... |
| 20 | Natixis Global Associates | $1,360.20 | 12/31/2021 | Natixis Investment Managers to Sell its Block of Fiera Capital Shares - 1/12/22 | Request info... |
| 21 | LPL Financial | $1,206.00 | 12/31/2021 | 12/20/21 - $982,354 FINRA fine. | Request info... |
| 22 | UBS | $1,200.00 | 9/30/2021 | 12/20/21 - FINRA fine of $4,059,652. | Request info... |
| 23 | Insight Investors | $1,147.00 | 12/31/2021 | Request info... | |
| 24 | DWS | Deutsche Asset Management | $1,014.00 | 12/31/2021 | 9/10/21 - Censored and fined $800,000 by FINRA. However, no fines after this one which is news worthy based on the history of the past few years. | Request info... |
| 25 | Wellington Management | $1,000.00 | 12/31/2021 | Wellington Management enters Singapore retail segment with launch of four new investment funds | Request info... |
| 26 | BofA Merrill Lynch | $1,000.00 | 12/31/2021 | 12/20/21 - FINRA fine of $950k. Plus another $1.2 million on the same day but a different violation. 10/4/21 - $1.5 million fine from FINRA |  |
| 27 | AXA | $969.50 | 12/31/2021 | AXA has completed the sale of its insurance operations* in Singapore | Request info... |
| 28 | The Blackstone Group | $881.00 | 12/31/2021 | Bluerock Residential Growth REIT To Be Acquired By Affiliates of Blackstone Real Estate In $3.6 Billion Transaction | Request info... |
| 29 | Manulife Asset Mgmt | $826.00 | 9/30/2021 | To buy minority interest in Arch Capital. | Request info... |
| 30 | Affiliated Managers Group (AMG) | $814.00 | 12/31/2021 | AMG and Leda Braga Increase Investment in Systematica | Request info... |
| 31 | AllianceBernstein | $779.00 | 9/30/2021 | Compiled a list of nonprofit organizations on our employee giving platform that are focused on providing aid and relief to the people of Ukraine | Request info... |
| 32 | Pictet | $767.00 | 12/31/2021 | Collardi out after money laundering scandal. | Request info... |
| 33 | Columbia Threadneedle | $745.00 | 12/31/2021 | Columbia Threadneedle Investments Confirms Completion of the Acquisition of BMO's EMEA Asset Management Business | Request info... |
| 34 | "ABDN" |Standard Life Aberdeen | $716.90 | 12/31/2021 | Rebranding to "ABDN." | Request info... |
| 35 | Principal Financial Group | $714.00 | 2/17/2022 | Kintsugi Raises $20M Series A from Insight Partners, Works Towards New Standard for Mental Healthcare |  |
| 36 | Geode Capital Management | $682.10 | 12/31/2021 | Huge losses on derivative trades forced Geode to close down its hedge-fund business. | Request info... |
| 37 | Dimensional Fund Advisors | $679.00 | 12/31/2021 | Dimensional's David Booth is working on plan to cut fees on 50 funds. Moving East Coast HQ to Charlotte. | Request info... |
| 38 | MetLife | $669.00 | 12/31/2021 | METLIFE INVESTMENT MANAGEMENT PROVIDES FINANCING FOR $625 MILLION TIMBERLAND TRANSACTION | Request info... |
| 39 | Federated Hermes (was Federated Investors) | $668.90 | 12/31/2021 | Purchased Hermes and rebranded to Federated Hermes | Request info... |
| 40 | MFS Investment Management | $657.10 | 1/31/2022 | Owned by Sun Life Financial | Request info... |
| 41 | New York Life/Mainstay | $650.00 | 12/31/2021 | 10/25/21 - 63,347 in restitution and a $200,000 FINRA fine. | Request info... |
| 42 | Brookfield Asset Management | $650.00 | 9/3/2021 | May divest its asset management business. | Request info... |
| 43 | AllSpring Global Investments (Wells) | $575.00 | 12/31/2021 | Well Fargo Advisors is rebranding/sell to become AllSpring. Gillard purchased Wells Advisors for $1.2 Billion. 12/6/21 - Wells FINRA fine of $2,250,000 for lax AML record keeping compliance. Other fines were waived due to "extraordinary cooperation by Wells." Someone at Wells Advisors deserves a bonus for avoiding a bigger fine. | Request info... |
| 44 | Nomura Asset Management | $570.00 | 12/31/2021 | 3/1/22 - Annoucnes management changes and new board of directors | Request info... |
| 45 | Julius Baer Securities | $525.70 | 12/31/2021 | Profits are up. | Request info... |
| 46 | Edward Jones | $510.80 | 12/31/2021 | Edward Jones Surpasses $30 Million Goal to Advance Alzheimer's Research | Request info... |
| 47 | Apollo Management | $498.00 | 12/31/2021 | Apollo Funds Complete the Acquisition of The Venetian Resort Las Vegas and Venetian Expo Operating Companies | Request info... |
| 48 | Credit Sussie | $487.00 | 3/31/2021 | 10/19/21 SEC fine of $475 million | Request info... |
| 49 | RBC Global Wealth (CAN) | $486.00 | 12/31/2021 | 12/15/21 - FINRA fine and restitution of $1,006,155. 12/29/21 - another FINRA fine of $2.6 million. | Request info... |
| 50 | BNP Paribas | $483.00 | 12/31/2021 | BNP Paribas and Deutsche Bank complete the transfer of Global Prime Finance & Electronic Equities to BNP Paribas | Request info... |
| 51 | KKR | $471.00 | 2/8/2022 | KKR COMPLETES ACQUISITION OF LEADING SOFTWARE PROVIDER YAYOI - 3/1/22 | Request info... |
| 52 | Aegon | $465.90 | 12/31/2021 | Aegon has completed the share buyback program | Request info... |
| 53 | Ameriprise Financial | $460.90 | 12/31/2021 | Ameriprise employee charged for alleged crypto scheme by SEC | Request info... |
| 54 | Neuberger Berman | $460.00 | 12/31/2021 | AUM up 5% in 2021 Q4 | Request info... |
| 55 | AVIVA Investors | $441.80 | 12/31/2021 | Aviva Investors acquires Hoxton office for Climate Transition Real Assets Fund | Request info... |
| 56 | Janus Henderson Group | $432.00 | 2/3/2022 | 3% AUM increase in 2021 Q4 | Request info... |
| 57 | Barings | $387.00 | 12/31/2021 | Barings Real Estate Debt Closes More Than 1 Billion of Deals in 2021 | Request info... |
| 58 | Loomis Sayles & Co | $363.00 | 12/31/2021 | LOOMIS SAYLES JOINS CLIMATE ACTION 100+ | Request info... |
| 59 | Mercer Advisors | $362.00 | 5/31/2021 | On an aquisition buying spree. I've lost track. | Request info... |
| 60 | Frank Russell Investments | $340.80 | 12/31/2021 | Nonprofits Tackle Climate Change, Focusing on E in ESG. Announces many green and climate ETFs. | Request info... |
| 61 | NISA Investment Advisors | $334.00 | 12/31/2021 | Stephen Davis joins as Sr. Economic Strategist. | Request info... |
| 62 | Carlyle Group | $301.00 | 12/31/2021 | Carlyle invests in large battery project in New York | Request info... |
| 63 | SEI Investments | $300.00 | 3/30/2021 | SEI Partners with Maybank Group to Expand Investment Access for Malaysian Investors | Request info... |
| 64 | Swiss Life Asset Mgmt | $291.70 | 12/31/2021 | Profits were up 2021. | Request info... |
| 65 | Southeastern Asset Management | $276.20 | 12/31/2021 | AUM is the total of Southestern and its subsideraries. | Request info... |
| 66 | Lazard Mgmt. Group | $273.70 | 12/31/2021 | EMILIO MAHUAD JOINS LAZARD AS CEO, FINANCIAL ADVISORY, MEXICO | Request info... |
| 67 | BMO Global Asset Group | $273.00 | 9/30/2021 | Ameriprise Financial to Acquire BMOs EMEA Asset Management Business | Request info... |
| 68 | Voya (ING) | $268.00 | 12/31/2021 | Voya may sell it 1,000 person independent broker network to Cetera Financial. | Request info... |
| 69 | TCW Group | $264.00 | 12/31/2021 | TCWs Investment Chief and CEO Set Departures After Employees Threaten to Quit per WSJ. | Request info... |
| 70 | Edelman Financial Engines | $260.00 | 8/16/2021 | Ric Edelman sold minority stock investment to Warburg Pines. | Request info... |
| 71 | Raymond James | $242.00 | 6/30/2021 | Purchased Freedom Street Partners in Monroe, NC. (A high growth Charlotte suburb) | Request info... |
| 72 | Goldman Sachs Asset Management | $232.00 | 9/30/2021 | Goldman Sachs Asset Management Forms Healthcare Advisory Council | Request info... |
| 73 | Collage (Robert W Baird & Co) | $231.00 | 9/30/2021 | Baird Capital Rebrands as Collage. FINRA fined Robert W Baird $150,000 | Request info... |
| 74 | American Century Investments | $218.00 | 3/11/2021 | Escalating Conflict Has Market and Portfolio Impacts | Request info... |
| 75 | Conning | $215.00 | 12/31/2021 | New Conning Survey Shows a Significant Jump in ESG Investing Engagement Among U.S. Insurers | Request info... |
| 76 | Lord Abbett & Co | $210.10 | 9/30/2021 | Climate Report Is a Call to Action | Request info... |
| 77 | IGM Financial | $210.00 | 12/31/2021 | IGM FINANCIAL ANNOUNCES UPCOMING LEADERSHIP CHANGES THAT DELIVER STRATEGIC CONTINUITY AND SUCCESSION (five listed) | Request info... |
| 78 | Clearbridge Inestments | $208.30 | 12/31/2021 | Owned by Franklin Tempelton | Request info... |
| 79 | Fisher Investments | $208.00 | 12/31/2021 | This Is a Classic Correction, Not a Bear Market, Russia Aside | Request info... |
| 80 | Putnam Investments | $196.00 | 12/31/2021 | Oil prices may correct after sanctions-related spike | Request info... |
| 81 | US Bancorp | $192.00 | 12/31/2021 | U.S. Bancorp to Acquire MUFG Union Bank. | Request info... |
| 82 | Virtus Investment Partners | $187.20 | 12/31/2021 | Virtus Investment Partners and AllianzGI announce US strategic partnership | Request info... |
| 83 | Victory Capital | $183.00 | 12/31/2021 | Victory Capital Closes Acquisition of WestEnd Advisors | Request info... |
| 84 | Artisan Partners Financial | $174.80 | 12/31/2021 | Jay Warner Named Portfolio Manager on Artisan Partners Growth Team | Request info... |
| 85 | OakTree | $166.00 | 12/31/2021 | Oaktree Closes Real Estate Debt Fund III at $3 Billion | Request info... |
| 86 | AQR Capital | $165.00 | 12/1/2021 | Best LBGTQ place to work | |
| 87 | CVC Partners | $165.00 | 9/30/2021 | CVC Asia V agrees acquisition of Affin Hwang AM | Request info... |
| 88 | The Hartford | $157.90 | 12/31/2021 | The Hartford Ranks No. 1 In Customer Satisfaction In J.D. Power 2022 U.S. Property Claims Satisfaction Study | Request info... |
| 89 | Quilter (was Old Mutual) | $151.00 | 12/31/2021 | Quilter to sell the life insurance division for $555.7 million. | Request info... |
| 90 | PineBridge Investments | $148.70 | 12/31/2021 | PineBridge Investments Hires William Corson as Global Chief Compliance Officer | Request info... |
| 91 | MAN Group | $146.80 | 12/31/2021 | Man AHL receives approval for QFII license in China | Request info... |
| 92 | Doubleline Capital | $134.00 | 12/31/2021 | Jeffrey Gundlach has become the face of Doubleline. | Request info... |
| 93 | Harris Associates | $123.80 | 12/31/2021 | Owned by Natixis. AUM is slightly down. | Request info... |
| 94 | Cetera Financial Group | $120.00 | 12/31/2021 | Voya may sell it 1,000 person independent broker network to Cetera Financial. | Request info... |
| 95 | Stifel Financial Corp | $117.80 | 11/9/2021 | STIFEL ANNOUNCES ALLIANCE WITH LFE CAPITAL | Request info... |
| 96 | BrightSphere | $117.00 | 12/31/2021 | BrightSphere completes sale of Affiliate Campbell Global | Request info... |
| 97 | First Eagle | $110.00 | 12/31/2021 | First Eagle completes the THL Credit purchase | Request info... |
| 98 | LSV Asset Management | $109.00 | 12/31/2021 | Behavioral Finance & bottoms up approach | Request info... |
| 99 | TPG Capital | $109.00 | 12/6/2021 | SEC filing on 12/16/21 to go public. | Request info... |
| 100 | Empower | $106.00 | 12/31/2021 | Empower rebrands to Bolster - 2/1/22 | Request info... |
| 101 | Fortress Investment Group | $102.00 | 12/31/2021 | Japan based, Softbank my divest in Fortress Invesment Group. | Request info... |
| 102 | Bridgewater Associates | $100.00 | 12/31/2021 | Ray Dalio is starting a new China fund. | Request info... |
| 103 | Robinhood Financial | $98.00 | 12/31/2021 | Even after all the FINRA and SEC fines, AUM is up 33% in 2021. | Request info... |
| 104 | Blue Owl | $94.50 | 12/31/2021 | Stunning 25% increase in 2021 Q4. Dyal and Owl Rock formed Blue Owl. | Request info... |
| 105 | Rathbone Brothers | $90.20 | 12/31/2021 | Rathbones completes acquisition of Saunderson House | Request info... |
| 106 | Transamerica | $89.00 | 4/1/2021 | Transamerica Bolsters Pooled Retirement Plan Offerings with the Acquisition of TAG Resources, LLC - 3/1/22 | Request info... |
| 107 | Dodge & Cox | $88.00 | 6/30/2021 | Dodge & Cox Investment Leadership & Committee Changes | Request info... |
| 108 | Sterling Capital | $86.00 | 12/31/2021 | Truist CFO is to present at the RBC Capitial market conference. Owned by BB&T/Sun Trust now rebranded as Turist. Based in Charlotte. | Request info... |
| 109 | Hines | $83.60 | 6/30/2021 | Laura Hines-Pierce Promoted to Co-CEO of Hines | Request info... |
| 110 | William Blair Funds | $79.00 | 12/31/2021 | Brent Gledhill was elected as William Blairs chief executive officer | Request info... |
| 111 | Fort Washington Advisors | $78.30 | 12/31/2021 | Owned by Western Southern | Request info... |
| 112 | GAM Investors | $74.20 | 12/31/2021 | AUM drop in Q4. | Request info... |
| 113 | Eaton Vance Distributors | $71.00 | 12/31/2021 | To purchase Water Oak. EV is now owned by Morgan Stanley. | Request info... |
| 114 | Brown Brothers Harriman | $68.00 | 6/30/2021 | 9/7/21 - State Street to acquire BBH for $3.5 Billion in cash. | Request info... |
| 115 | Oakmark Funds | $64.00 | 12/31/2021 | Harris Associates' and Oakmark Funds' Leadership Transition | Request info... |
| 116 | Impax Asset Group | $54.80 | 12/31/2021 | AUM is up 7% in 2021 Q4 | Request info... |
| 117 | Pzena | $52.50 | 12/31/2021 | Steady two years of AUM increases. | Request info... |
| 118 | Causeway Capital Management | $45.00 | 12/31/2021 | 5% AUM increase in 2021 Q4 | Request info... |
| 119 | Oppenheimer Funds | $43.60 | 9/30/2021 | Nashville Tennessee Office Opening | Request info... |
| 120 | AGF Management Limited | $43.40 | 12/31/2021 | AGF finalized an agreement with Vestmark | Request info... |
| 121 | Thornburg Asset Management | $43.40 | 9/30/2021 | Nicholas Anderson, CFA, and Emily Leveille, CFA, join Sean Sun, CFA, as co-portfolio managers | Request info... |
| 122 | Sculptor | Och-Ziff | $41.20 | 12/31/2021 | AUM up a billion in Q4 and good financials in Q3. Stock still fell from looming hangover from 2014 $30 million legal judgement in Africa. Rebranded from Och-Zill to "Sculptor" | Request info... |
| 123 | Ares Management | $41.20 | 12/31/2021 | AUM up 54% in 2021. | Request info... |
| 124 | Securities America | $39.30 | 12/31/2021 | No information available | Request info... |
| 125 | Tikhau Capital | $37.50 | 12/31/2021 | Tikehau Capital to acquire Pall Mall building in London in partnership with Best Star Real Estate Fedaia | Request info... |
| 126 | New Mountain Capital | $35.00 | 1/31/2022 | Purchased a major interest in the manufacturing company Covaris - 1/13/22. | Request info... |
| 127 | Citi Group | $32.90 | 12/31/2021 | 12/2/21 - FINRA fine of $375,000. Citi to exit 13 markets in Q4. | Request info... |
| 128 | Mission Square Investments | $31.00 | 9/30/2021 | Rebranding from Vantagepoint Funds to Mission Square Investments. 9/10/21. | Request info... |
| 129 | ORIX | $26.50 | 12/31/2021 | Robeco rebranded to ORIX. Owned by AXA | Request info... |
| 130 | Matthews Asia Funds | $23.70 | 1/31/2022 | Need to watch Matthews Asia's exposure to small Chinese companies. High risk and high return. | Request info... |
| 131 | Reams Asset Mgmt. | $23.50 | 12/31/2021 | Purchased by Raymond James | Request info... |
| 132 | Manning & Napier | $22.50 | 12/31/2021 | Owned by William Manning | Request info... |
| 133 | Davis Select Advisers | $21.60 | 12/31/2021 | Davis Advisors) provides discretionary portfolio management services, serving as investment adviser or sub-adviser for Morgan Stanley. | Request info... |
| 134 | Guggenheim Partners | $20.70 | 12/31/2021 | Guggenheim Investments Announces Completion of the Mergers of GPM, GGM and GOF | Request info... |
| 135 | Ariel Investments | $17.40 | 12/31/2021 | Manchester United see Ariel Investments increase stake to 13.8% | Request info... |
| 136 | Royce Funds | $16.00 | 12/31/2021 | Now part of Franklin Templeton via Legg Mason merger. | Request info... |
| 137 | Touchstone Investments | $16.00 | 9/30/2021 | To purchase a $7.5 Billion of AIG's portfolio. Owned by Western & Southern. | Request info... |
| 138 | Glenmede Investment Management | $13.70 | 12/31/2021 | Linda Manfredonia takes over as the Delaware Regional Director | Request info... |
| 139 | Xponance (was FIS Group) | $12.00 | 4/1/2021 | Rebranded to Xponance from FIS Group | Request info... |
| 140 | HSBC | $10.80 | 12/31/2021 | Deborah P. Bailey, Melvin L. Flowers, George W. Madison and Alice D. Schroeder are the newest Board Members of HSBC North America Holdings Inc. | Request info... |
| 141 | Diffractive Managers Group | $10.10 | 9/30/2021 | 1251 Capital rebrands to Diffractive Managers Group - 11/16/21 | Request info... |
| 142 | Park Avenue Securities | $7.60 | 12/31/2021 | Steady AUM | Request info... |
| 143 | Saturna Capital | $6.00 | 12/31/2021 | Saturna Capital wins three national awards for investor communications | Request info... |
| 144 | Emerald Mutual Funds | $5.80 | 12/31/2021 | Merdged with 1251 Capital. | Request info... |
| 145 | Thrivent Financial | $5.30 | 12/31/2021 | Thrivent names Carolyn Sakstrup as Chief Growth and Generosity Officer | Request info... |
| 146 | Westchester Capital | $4.50 | 12/31/2021 | Vitrus to acquire Westchester Capital. | Request info... |
| 147 | Tweedy Browne Co | $3.90 | 12/31/2021 | Warren Buffet's former investment firm | Request info... |
| 148 | SA Stone (was Sterne Agee) | $2.10 | 12/31/2021 | Rebranding from Sterne Agee to "SA Stone" | Request info... |
| - - Click for All Companies >>> | Request info... | ||||
| "========= | |||||
| Directory In Billions $ => | $106,418.90 |
Select from the Mutual Fund Company List Above
Select as many as you wish | You choose how you want to be contacted | by mail – phone – or email
Strategic Investing Tip: Exactly like an NFL team, you always want to keep upgrading your investing support team/investment company with benchmarking the performance between two companies. This website helps you with three benefits:
-
- Helps you get information sent to you fast to start to pick other companies to compare to your existing company.
- Helps you check up on your existing company fast.
- Offers insightful and “apolitical” macroeconomic investor information and analysis. You can get political opinions anywhere.
Easy | Simple | Efficient
Still – the #1 ranked Mutual Fund Directory for the past nine years in Google, Bing, Yahoo, and now #1 in mobile. Thanks!
If I missed your Investment Company, contact me so I can include your firm in the next ranking.
How it works
- Click on as many of the “logos” or “request info…” buttons as you wish. (free)
- You choose how you want to be contacted. Literature by mail | email | phone contact.
- 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.
- This data is from press releases and web news. It is incumbent on investors to look at many sources of information before making any decisions.
- Investment Company Data Updated: 11/19/23
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 custo
mer 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 1/1/2024
“I have been there | Don’t make the same retirement affecting expensive mistake” – Mike Dunn
(10-minute video but worth it)
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. 
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 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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