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Mutual Fund Directory | 2021

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 8/30/21 
    • #1 ranked Mutual Fund Industry Directory for the past nine years in search per Google, mobile, Bing, & Yahoo search engines. Thank you.
    • “Scroll Down” for the full 100+ ranked directory list below with info request buttons
Ranked by
AUM
on 8/30/21
Company NameAUM (in Billions)DateNewsClick to get
Company
Info
1BlackRock Funds$9,490.006/30/2021Despite the PRC's regulations and other requirements, BlackRock starts Chinese Mutual Fund offering.Request info...
2Charles Schwab$7,600.006/30/2021Scheduled to lay off 1,000 employees after the TD Ameritrade merger. Note: Schwab uses a different calculation other than "true" AUM. Hence, Schwab's AUM is not an apples-to-apples comparison. That issue is between them and the regulators.Request info...
3Vanguard$7,200.001/31/2021Surprised employees learn Vanguard abandons their China Market license application. Ant Group will represent Vanguard in China.Request info...
4BarclayHedge$4,323.906/30/2021Fine of $650,000 on 12/1/20 by FINRARequest info...
5Fidelity Investments$4,200.006/30/2021New accounts double in 2021.Request info...
6State Street Global Advisors$3,900.006/30/2021Reducing office space usage for the new work-at-home strategy. This trend is bad for commercial owners. SEC fined State Street $40 million and possible $380 million in repayments.Request info...
7JP Morgan$3,000.006/30/2021J.P. Morgan agrees to acquire OpenInvest, a pioneer in values-based investing. JP Morgan fined $1.5 Million for overcharges by SECRequest info...
8Capital Group$2,600.006/30/2021Capital Group announces licensing agreement with Fidelity.Request info...
9BNY Mellon (Dreyfus)$2,300.006/30/2021The Bank of New York Mellon Corporation ("BNY Mellon") today announced it has entered into a definitive agreement to acquire Milestone Group, a leading provider of fund management technology. Request info...
10PIMCO/Allianz$2,200.006/30/2021PIMCO Assumes Oversight of Allianz Real Estate.Request info...
11Amundi Asset Mgmt$2,105.006/30/2021Amundi enters into exclusive negotiations for the acquisition of LyxorRequest info...
12Legal & General Investments$1,800.006/30/2021Announces Andrew Kail starts as CEO of Legal & General Retail Retirement. Adds 210,000 sq feet in self storage assists.Request info...
13Prudential Investments$1,741.003/31/2021Made $200 million in diversity pleads. FINRA fine of $1 Million for lax recordsRequest info...
14T Rowe Price$1,640.007/31/2021Announces CEO succession plan on 7/29/21.Request info...
15Franklin Templeton$1,560.007/31/2021Some of Legg Mason funds are being re-branded to Franklin Templeton.Request info...
16Invesco$1,520.006/30/2021Invesco to launch "green" ETFs. Invesco to pay $105 million in fines.Request info...
17BofA Merrill Lynch$1,500.008/17/2021Merrill Lynch, Ferguson and Smith to pay $8.4 million in FINRA fines.
18Northern Trust$1,500.006/30/2021Northern Trust Wealth Management Announces Central Region Leadership Changes. $250 Million cost cutting program has started.Request info...
19Morgan Stanley$1,500.006/30/2021Agrees to pay $1.7 million in restitution and interest.Request info...
20Natixis Global Associates$1,400.006/30/2021Natixis to invests $51.5 million in downtown Memphis.Request info...

21TIAA / Nuveen$1,200.003/31/2021$97 million SEC fine. 7/13/21. TIAA Appoints Thasunda Brown Duckett President and CEOs life insurance division. TIAA closes life insurance division.Request info...
22UBS$1,200.006/30/2021Investment watch-dog group says, "UBS' green funds are not green enough." But what is "green enough?"Request info...
23Insight Investors$1,024.006/30/2021Insight Recognized Among Fortune 2021 World’s Most Admired CompaniesRequest info...
24AXA$1,019.003/31/2021AXA to sell its Singapore business. FINRA fines AXA $772,000Request info...
25LPL Financial$1,008.006/30/2021Pending lawsuit with shareholders. Fined $6,500,000 by FINRA on 12/31/20. Has 17,000 advisors in their independent network.Request info...
26Wellington Management$1,000.006/30/2021Jean Hynes to Succeed Brendan Swords as Chief Executive Officer of Wellington ManagementRequest info...
27Manulife Asset Mgmt$1,000.003/31/2021Brazilian Timberlands is acquired by Manulife Investment ManagementRequest info...
28Principal Financial Group$990.006/30/2021Dan Houston to Speak at BofA Securities 2021 Insurance Conference
29DWS | Deutsche Asset Management$962.203/31/2021Fined $2,500,000 by FINRA on 12/31/20Request info...
30Geode Capital Management$887.006/30/2021No news to post.Request info...
31Loomis Sayles & Co$757.706/30/2021Owned by Natixis.Request info...
32Pictet$746.006/30/2021Pictet sells and leases its Geneva headquartersRequest info...
33Affiliated Managers Group (AMG)$738.003/31/2021AMG Announces Investment in Women-Owned Boston Common Asset ManagementRequest info...
34AllianceBernstein$731.005/31/2021Paid a $51k self-reported fine.Request info...
35The Blackstone Group$684.007/22/2021"AUM is up 21%" per press release.Request info...
36MFS Investment Management$673.207/31/2021Owned by Sun Life FinancialRequest info...
37MetLife$666.706/30/2021Record AUM numbersRequest info...
38Federated Hermes (was Federated Investors)$646.006/30/2021Purchased Hermes and rebranded to Federated HermesRequest info...
39Nomura Asset Management$640.006/30/2021Announces Investment in OSARO focusing on AI ManufacturingRequest info...
40Dimensional Fund Advisors$637.003/31/2021Dimensional will open its new East Coast headquarters in Charlotte.Request info...
41Brookfield Asset Management$625.006/30/2021Brookfield Asset Management Reaches Agreement with Brookfield Property Partners to Acquire 100% of BPY UnitsRequest info...
42HSBC$621.006/30/2021FINRA fine of $650,000 on 2/2/21. Strategically repositions US retail business towards international banking and wealth management.Request info...
43Wells Fargo Advisors$603.003/31/2021Wells Fargo still has 12,600 advisors as of 12/31/20.Request info...
44Ameriprise Financial$593.007/26/2021FINRA fines Ameriprise $850K.Request info...
45Columbia Threadneedle$593.006/30/2021To Buy BRO EMEARequest info...
46Eaton Vance Distributors$583.1012/31/20212021 Lipper Awards. Morgan Stanley Closes Acquisition of Eaton Vance on 3/1/21.Request info...
47RBC Global Wealth (CAN)$554.904/30/2021Agreed to pay restitution of $839,803 by FINRA on 12/15/20Request info...
48Julius Baer Securities$531.006/30/2021Change in the Board of Directors of Julius BaerRequest info...
49Edward Jones$519.806/30/2021Has 41,000 advisorsRequest info...
50BNP Paribas$481.906/30/2021BNP Paribas joins the Net-Zero Banking Alliance launched by the UNEPRequest info...
51AVIVA Investors$481.003/31/2021Announces that it has acquired the CPH Highline building in Copenhagen on behalf of one of its clients. Request info...
52Aegon$463.806/30/2021Owns Transamerica who just got $4.4 million in FINRA fines.Request info...
53Apollo Management$461.103/31/2021Apollo Funds to Acquire Majority Control of ABC Technologies Holdings Inc.Request info...
54Neuberger Berman$433.006/30/2021Buying Alanac Realty InvestorsRequest info...
55Janus Henderson Group$427.606/30/2021Janus Henderson appoints Global Head of Consultant RelationsRequest info...
56BMO Global Asset Group$415.0012/31/2021Ameriprise Financial to Acquire BMO’s EMEA Asset Management BusinessRequest info...
57SEI Investments$399.006/30/2021Touts $1 Trillion in Hedge Fund Assets.Request info...
58Barings$382.006/30/2021Announced the appointment of Paul Diouri as Chief Risk OfficerRequest info...
59Mercer Advisors$380.003/31/2021Mercer buys Argosy Wealth Mgmt RIA for $330 million.Request info...
60KKR$349.004/30/2021AUM up 98% in three years.Request info...
61Guggenheim Partners$325.006/30/2021Walsh Named Among the 100 Most Influential Women in U.S. FinanceRequest info...
62Frank Russell Investments$323.703/31/2021TA Associates and Reverence Capital Partners Complete Acquisition of Russell Investments from London Stock Exchange GroupRequest info...
63Swiss Life Asset Mgmt$300.006/30/2021Buying a Healthcare PortfolioRequest info...
64New York Life/Mainstay$278.003/31/2021Senior leadership changes in progressRequest info...
65Lazard Mgmt. Group$278.005/31/2021Downsizing in progress.Request info...
66Carlyle Group$276.006/30/2021Carlyle Aviation Completes Acquisition of Fly Leasing - 8/2/21Request info...
67TCW Group$265.506/30/2021Nippon Life buys 25% stake in TCW.Request info...
68Sun Life Global Investments$262.006/30/2021Appoints Anna Murphy as head of the Global ESG group. PinnacleCare to be purchased by Sun LifeRequest info...
69Voya (ING)$253.006/30/2021FINRA fined Voya $125,982Request info...
70Lord Abbett & Co$246.006/30/2021Lord Abbett Continues to promote LGBTQ+ InclusionRequest info...
71Goldman Sachs Asset Management$234.006/30/2021$50,000 FINRA fine on 5/27/21. $1,250,000 fine by FINRA on Jan 22, 2021. The good new is, at least the fines are getting smaller.Request info...
72Bridgewater Associates$223.007/9/2021The worlds largest hedge fund takes a huge hit from pandemic.Request info...
73Robeco/ORIX$221.003/31/2021Robeco rebranded to ORIX. Owned by AXARequest info...
74American Century Investments$218.003/11/2021Purchased by Capital GroupRequest info...
75Citi Group$200.0012/31/2020FINRA fine of $350,000 on 6/15/21. Fine of $175,000 on 1/28/21 by FINRA.Request info...
76Putnam Investments$200.007/31/2021Fund Ranked #1 out of Nearly 300 Funds in the Core Bond CategoryRequest info...
77Virtus Investment Partners$180.307/31/2021Virtus Investment Partners and Allianz announce US strategic partnershipRequest info...
78US Bancorp$179.006/30/2021SEC fines US Bancorp $15 Million.Request info...
79Artisan Partners Financial$177.207/31/2021No news to post.Request info...
80Raymond James$168.804/29/2021AUM up 11%. $47,500 FINRA fine.Request info...
81Quilter (was Old Mutual)$164.403/31/2021Quilter to sell the life insurance division for $555.7 million.Request info...
82Victory Capital$162.9012/31/2020Still incorporating USAA's investment business.Request info...
83Hines$160.9012/31/2020Since 1992, Hines has acquired approximately 538 projects totaling more than 215 million square feet of space Request info...
84Fisher Investments$159.004/5/2021Potential $2.5 million in regular fines for Berthel Fisher.Request info...
85OakTree$156.006/30/2021OakTree acquisitions has been quite recently.Request info...
86The Hartford$153.806/30/2021The Hartford Donates $1M To U.S. Small Businesses To Aid In COVID-19 RecoveryRequest info...
87PineBridge Investments$141.406/30/2021PineBridge announces expansion into Florida.Request info...
88AQR Capital$140.003/31/2021Best LBGTQ place to work
89BrightSphere$140.003/31/2021Selling of Campbell Global, LLC agreed to on 6/21/21.Request info...
90GAM Investors$137.706/30/2021Changed brand from Gabelli Investors to "GAM". Fined $500k by Swiss regulator. Request info...
91Doubleline$137.006/30/2021Jeffrey Gundlach has become the face of Doubleline.Request info...
92MAN Group$135.306/30/2021Man Group appoints John Cryan as ChairmanRequest info...
93Harris Associates$122.706/30/2021Owned by NatixisRequest info...
94IG Wealth Management$122.206/30/2021Purchased Mackenzie. AUM up. Rebranding from IGW to IG Wealth Mgmt.Request info...
95LSV Asset Management$122.006/30/2021Behavioral Finance & bottoms up approachRequest info...
96Stifel Financial Corp$118.0012/11/2020FINRA Press Release (on the June 2020 FINRA page) FINRA fine of $3.6 million for Stifel.Request info...
97CVC Partners$114.806/30/2021CVC funds complete acquisition of RiverStone Europe and appoints Preben Prebensen as ChairRequest info...
98Thrivent Financial$109.206/30/2021Two Lipper Awards in 2021. Lutheran Based CompanyRequest info...
99Robinhood Financial$100.003/31/2021New $70 Million dollar FINRA fine on 8/20/21. Wall-to-wall national news with the GameStop drama and the $65 million dollar FINRA fine on 12/17/20.Request info...
100Robert W Baird & Co$99.007/30/2021FINRA fined Robert W Baird $150,000Request info...
101Dodge & Cox$88.906/30/2021Have greatly transformed their transparency to the good to the public and media.Request info...
102First Eagle$88.006/30/2021Lost 20% AUM in 2021Request info...
103TPG Capital$85.002/20/2021Current business model focus is leveraged buyouts. Owned by Tarrant Capital GroupRequest info...
104Sterling Capital$85.006/30/2021FINRA fine for BB&T Securities for $47.500 on 5/7/20. Plus, 5/18/20 SunTrust (Truist) had a $50,000 FINRA fine and paid $584,466 in restitution.Request info...
105Waddell & Reed$75.503/31/2021Is looking to move the HQ somewhere in Missouri to save costsRequest info...
106William Blair Funds$74.006/30/2021William Blair and BrightSphere announced that they have signed a definitive agreement for William Blair to acquire ICM, a $3.2 billion institutional U.S. value equity investment firmRequest info...
107Fort Washington Advisors$68.306/30/2021Owned by Western SouthernRequest info...
108Brown Brothers Harriman$68.006/30/2021BBH Capital Partners Completes Investment In Bradford Airport LogisticsRequest info...
109Conning$67.706/30/2021Matt Daly Discusses ESG Investing Trends for InsurersRequest info...
110Oakmark Funds$64.006/30/2021Owned by Natixis via Harris AssociatesRequest info...
111Credit Sussie$63.509/30/2020FINRA fine of $350,000 on 4/5/21. Paying $6.5 Million in fines from FINRARequest info...
112Rathbone Brothers$55.805/13/2021Rathbone to buy Saunderson. After a rough year, Clive Bannister is the new chairmanRequest info...
113Fortress Investment Group$53.906/30/2021Fortress Investment Group Sells Long Beach Airport Plaza Office PropertiesRequest info...
114Dyal Capital Partners$52.503/31/2021Purchased by Neuberger BermanRequest info...
115Impax Asset Group$47.606/30/2021Impax Asset Management Screens Its Portfolio for Deforestation ExposureRequest info...
116Causeway Capital Management$47.003/31/2021Buys Westrock, LLCRequest info...
117Thornburg Asset Management$43.506/30/2021Thornburg Expands Board with Addition of Blair C. NaylorRequest info...
118Glenmede Investment Management$43.006/30/2021Request info...
119AGF Management Limited$42.107/31/2021Kevin McCreadie Announces Changes to AGF’s Senior Leadership TeamRequest info...
120"ABDN" |Standard Life Aberdeen $41.002/3/2021Rebranding to "ABDN." I see the SEO value other than that, Hmmm? Focuses on envormental and socal issues.Request info...
121Oppenheimer Funds$40.103/31/2021Oppenheimer FINRA fine of $525,000 on 4/22/21. Purchased by Invesco.Request info...
122Securities America$39.006/30/2021SEC fines Securities America $1.75 million for surveillance activates by broker. FINRA fine of $125,000 on 2/23/21.Request info...
123Sculptor | Och-Ziff$37.608/1/2021Rebranding from Och-Zill to "Sculptor"Request info...
124Pzena$32.407/31/2021Pzena's AUM dropped from 53.1 in June of 2021 to 32.4 in July of 2021. I am trying to verify what happened.Request info...
125Vantagepoint Funds$31.006/30/2021Established in 2017Request info...
126Ares Management$30.706/30/2021SEC fines Ares $1 MillionRequest info...
127Matthews Asia Funds$29.707/31/2021Per my blogs, let's just say the tone of their PR seems suspicious and predictable which is great for some investors and worrisome for others in light of the geo-political realities.Request info...
128Cetera Financial Group$25.706/30/2021New FINRA find on 6/25/21 of $125,000. Purchased part of VOYA's Wealth Management. Fined a total of $1,000,000 by FINRA on 12/15/20Request info...
129Reams Asset Mgmt.$23.406/30/2021Purchased by Raymond JamesRequest info...
130Davis Select Advisers$23.306/30/2021No news to post.Request info...
131Manning & Napier$22.506/30/2021No news to post.Request info...
132Empower$19.406/30/2021Empower Retirement to acquire Prudential Financial retirement business. Empower Retirement to acquire retirement plan business of MassMutual.Request info...
133Royce Funds$17.706/29/2021Now part of Franklin Templeton via Legg Mason merger.Request info...
134Ariel Investments$16.203/31/2021Melody Hudson is new Co-CEORequest info...
135Touchstone Investments$16.006/30/2021To purchase a $7.5 Billion of AIG's portfolio. Owned by Western & Southern.Request info...
136Xponance (was FIS Group)$11.003/31/2021Rebranded to Xponance from FIS GroupRequest info...
1371251 Capital Group$10.5012/31/20201251 Capital Group invests into minority led Mar Vista. Merger with EmeraldRequest info...
138Transamerica$10.404/30/2021Fined $4,400,000 by FINRA on 12/21/20Request info...
139Southeastern Asset Management$10.404/30/2021Lost 20% AUM in 10 months.Request info...
140Park Avenue Securities$7.506/30/2021FINRA fines Park Avenue Securities $640,522Request info...
141Tweedy Browne Co$4.6012/31/2020Warren Buffet's former investment firmRequest info...
142Westchester Capital$4.603/31/2021Boasts zero broker turnoverRequest info...
143Saturna Capital$4.003/25/2021Lost 20% of AUM in 2021 YTD. Podcast to discuss entrepreneurship for Islam and Black Lives Matter - Nov. 2020Request info...
144Emerald Mutual Funds$2.903/31/2021Merged with 1251 Capital.Request info...
145Pacific Global Asset Management$2.708/12/2021Part of Pacific LifeRequest info...
146Axiom Capital Management$2.206/30/2021Axiom has completed the acquisition of Torchlight Group Limited. Axiom is owned by Limestone Capital as of 2/2020.Request info...
147Great Point Partners$2.203/31/2021Fined $5,000 due to failure to conduct it anti-money-laundering test on time by FINRA on 12/3/20. Request info...
148SA Stone (was Sterne Agee)$2.006/30/2021Rebranding from Sterne Agee to "SA Stone" Purchased Gain Capital. $375,000 FINRA fine. 9/10/20.Request info...
149E-Trade$0.003/30/2021Morgan Stanley's $13 Billion purchase of E-Trade ClosesRequest info...
149Dakota Securities InternationalNAWall of Shame. Was "expelled" from FINRA on December 21, 20. The expulsion and bar are in effect pending review.
- - Click for All Companies >>>Request info...

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:

    1. Helps you get information sent to you fast to start to pick other companies to compare to your existing company.
    2. Helps you check up on your existing company fast.
    3. 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

  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.
  • 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: 4/27/21

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 8/30/2021
“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. 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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  • We are different. This website tries to stay non-political as far as macro-economic news allows.
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