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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 4/27/21 | News updated on 06/19/21

 

#1 ranked Mutual Fund Industry Directory for the past seven 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

COVID-19. Note to investors – Investors should control what you can control. One thing you can control is which investment companies you use. (More than one may be best.) This website helps you with research investment companies. Remember – you have investments and some people don’t. 

Note: COVID-19 Public Relations press releases were not used below. Every company has a perfunctory public relations post. Though nice and required, those have no benefit to your analysis of the companies.

 

Ranked by
AUM
on 4/26/21
Company NameAUMDateNews updated on 06/19/21Click to get
Company
Info
1BlackRock Funds$9,000.00 3/31/2021BlackRock is the first investment company in the world to pass the $9 Trillion mark in AUM.Request info...
2Vanguard$7,200.00 1/31/2021Vanguard announced his plans to expand access to private equityRequest info...
3Charles Schwab$7,070.00 3/31/2021Sam Kang Appointed as President Schwab CharitableRequest info...
4Fidelity Investments$3,800.00 3/2/2021Fidelity announced to launch a Wealth Advisory Institute to help firms and their advisors to grow comprehensive wealth management and trainingRequest info...
5State Street Global Advisors$3,500.00 1/25/2021SEC fined State Street $40 million and possible $380 million in repayments.Request info...
6PIMCO/Allianz$2,892.00 3/31/2021Brett Condron is hire as Managing Director for PIMCO’s U.S Global Wealth Management GroupRequest info...
7JP Morgan$2,800.00 4/14/2021JP Morgan fined $1.5 Million for overcharges by SECRequest info...
8Capital Group$2,300.00 2/23/2021Capital Group Announces Licensing Agreement With Fidelity InvestmentsRequest info...
9BNY Mellon (Dreyfus)$2,200.00 3/31/2021BNY Mellon is the first bank leveraging the RTP® network to provide corporations with instant digital consumer bill pay serviceRequest info...
10Amundi Asset Mgmt$1,900.00 1/1/2021Amundi announces the expansion of its ESG ETF range with the transition of six of its existing fixed income vanilla ETFs into equivalent ESG exposuresRequest info...
11Prudential Investments$1,721.00 3/31/2021FINRA fine of $1 Million for lax recordsRequest info...
12T Rowe Price$1,700.00 3/31/2021T. Rowe Price led a new funding $1.3 B round for the start-up, a potential competitor to Tesla that was already backed by Amazon and Ford. per NY Times.Request info...
13Legal & General Investments$1,700.00 12/31/2020Adds 210,000 sq feet in self storage assests.Request info...
14Franklin Templeton$1,498.00 2/28/2021AUM nmbers include Legg Mason purchase.Request info...
15BofA Merrill Lynch$1,400.00 3/31/2021Merrill, previously branded as Merrill Lynch, is an American investing and wealth management division of Bank of America. FINRA Fine of $450,000 on 3/30/21.
16Invesco$1,391.50 2/28/2021Invesco to pay $105 million in fines. Invesco Ltd. announced that Marty Flanagan, President and CEO, and Roger Crandall, Chairman, President and CEO of Massachusetts Mutual Life Insurance Company (MassMutual), are scheduled to present at the Bernstein 37th Annual Strategic Decisions Conference, a virtual event, on June 2, 2021Request info...
17Natixis Global Associates$1,387.70 12/31/2020Natixis Model Portfolios Added to UBS’s Separately Managed Accounts PlatformRequest info...

18TIAA / Nuveen$1,259.00 12/31/2020Asian respondents are committed to increasing ESG engagement and indicate an increasing shift towards alternative investingRequest info...
19Sun Life Global Investments$1,250.00 12/31/2020Sun Life Global Investments announces the appointment of Oricia Smith to President, SLGI Asset Management Inc. and Senior Vice-President, Investment Solutions, Sun Life CanadaRequest info...
20Goldman Sachs Asset Management$1,100.00 3/31/2021Goldman Sachs Asset Management today released the findings of its tenth annual global insurance survey, titled “Running the Risks.” $1,250,000 fine by FINRA on Jan 22, 2021.Request info...
21Ameriprise Financial$1,100.00 1/27/2021FINRA fines Ameriprise $850K.Request info...
22Northern Trust$1,100.00 12/31/2020Northern Trust Wealth Management Announces Central Region Leadership Changes. $250 Million cost cutting program has started.Request info...
23UBS$1,100.00 12/31/2020UBS Alpine Property Focus: Vacation homes benefit from pandemicRequest info...
24Insight Investors$1,030.00 12/31/2020Insight to Present at Stifel 2021 Virtual Cross Sector Insight ConferenceRequest info...
25Raymond James$1,020.00 12/31/2020$47,500 FINRA fine. Raymond James Financial announces a quarterly dividend on shares of its common stock of $0.39 per shareRequest info...
26AXA$1,000.00 2/21/2021FINRA fines AXA $772,000. Clotilde Delbos is appointed member of AXA’s Board of Directors to replace Irene DornerRequest info...
27Wellington Management$1,000.00 12/31/2020Clotilde Delbos is appointed member of AXA’s Board of Directors to replace Irene DornerRequest info...
28DWS | Deutsche Asset Management$959.3012/31/2020DWS launches white label robo WISE partnership in JapanRequest info...
29LPL Financial$903.0012/31/2020LPL & INC Advisors Welcome Bergen Point Wealth Management. Has 17,000 advisors in their independent network.Request info...
30Barclay$826.3012/31/2020Fine of $650,000 on 12/1/20 by FINRA. Barclays Research Examines How Life and Markets May Evolve after COVID in the 2021 Equity Gilt Study.Request info...
31Morgan Stanley$781.0012/31/2020Agrees to pay $1.7 million in restitution and interest.Request info...
32Manulife Asset Mgmt$755.003/31/2021Brazilian Timberlands is aquired by Manulife Investment Management.Creates new Head of Real Assets positionRequest info...
33Affiliated Managers Group (AMG)$716.2012/31/2020AMG Announces Investment in Women-Owned Boston Common Asset ManagementRequest info...
34AllianceBernstein$697.003/31/2021Paid a $51k self-reported fine.Request info...
35Columbia Threadneedle$671.003/31/2021Celebrating eight years of consistent outperformance for the Threadneedle (Lux) Global Focus. To Buy BRO EMEA.Request info...
36Dimensional Fund Advisors$637.004/15/2021Dimensional Fund Advisors releases data from the M&A section of its 2020 Global Advisor Study, one of the largest global advisor business analyses. Moves HQ to Charlotte.Request info...
37MFS Investment Management$626.303/31/2021Owned by Sun Life FinancialRequest info...
38Federated Hermes (was Federated Investors)$619.0012/31/2020Purchased Hermes and rebranded to Federated Hermes. Federated Hermes, Inc.’s CFO to participate in Deutsche Bank Global Financial Services Conference.Request info...
39Nomura Asset Management$607.003/31/2021Notice regarding European Commission’s Decision against NomuraRequest info...
40Wells Fargo Advisors$607.009/30/2020Wells Fargo still has 12,600 advisors as of 12/31/20. Wells Fargo Advisors Reduces Automated Investing Minimums and Fees.Request info...
41Brookfield Asset Management$600.004/23/2021Brookfield Announces Record Date for Special Dividend and Creation of Brookfield Asset Management Reinsurance Partners Ltd.Request info...
42Geode Capital Management$595.002/5/2021No news to post. Have your PR Staff contact me.Request info...
43Eaton Vance Distributors$583.0012/31/2020Morgan Stanley Closes Acquisition of Eaton Vance on 3/1/21. Eaton Vance Announces Upcoming Retirement of Michael A. Allison.Request info...
44The Blackstone Group$549.004/22/2021Blackstone announced that Michael Chae, Chief Financial Officer, is scheduled to present at Morgan Stanley’s Virtual Financials, Payments and CRE Conference on Tuesday, June 15, 2021Request info...
45Edward Jones$518.0012/31/2020Has 41,000 advisorsRequest info...
46Julius Baer Securities$474.7012/31/2020Julius Baer announces final settlement with the U.S. Department of Justice regarding FIFA matterRequest info...
47AVIVA Investors$463.303/31/2021Aviva PLC, announces the hire of Andrew Marshall as Head of Sales, CanadaRequest info...
48Apollo Management$455.502/3/2021Apollo Names Stephanie Drescher Chief Client and Product Development Officer and Establishes Dedicated Global Wealth Management SolutionsRequest info...
49BMO Global Asset Group$415.7012/31/2020Ameriprise Financial to Acquire BMO’s EMEA Asset Management BusinessRequest info...
50Aegon$414.906/30/2020Owns Transamerica who just got $4.4 million in FINRA fines.Request info...
51Neuberger Berman$405.0012/31/2020Buying Alanac Realty Investors Neuberger Berman Continues to Expand Access to Private Equity with ELTIF Launch.Request info...
52Janus Henderson Group$402.0012/31/2020Janus Henderson Wins Three Fixed-Income Lipper Awards for investment excellenceRequest info...
53Robeco/ORIX$400.004/21/2021Robeco rebranded to ORIX. Owned by AXARequest info...
54RBC Global Wealth (CAN)$391.009/30/2020Agreed to pay restitution of $839,803 by FINRA on 12/15/20Request info...
55Principal Financial Group$385.203/31/2021Dan Houston to Speak at BofA Securities 2021 Insurance Conference
56SEI Investments$384.003/31/2021Touts $1 Tillion in Hedge Fund Assets.Request info...
57E-Trade$346.0012/31/2020Morgan Stanley's $13 Billion purchase of E-Trade Closes. E*TRADE Announces Enhanced Bond Resource Center.Request info...
58Barings$345.0012/31/2020Barings’ Value Add Fund Sells Ontígola Logistics Near Madrid for €40.6 MillionRequest info...
59Frank Russell Investments$326.903/31/2021Kate El-Hillow has joined as Global Chief Investment Officer and Kevin Klingert has been hired as President.Request info...
60Loomis Sayles & Co$321.2012/31/2020Loomis Sayles promotes Kyra Fecteau to portfolio manager for securitized credit strategies managed by the mortgage & structured finance team. Owned by Natixis.Request info...
61Guggenheim Partners$310.0012/31/2020Benjamin Wilson Joins Guggenheim Securities as Senior Managing Director in its Mergers & Acquisitions Advisory PracticeRequest info...
62Swiss Life Asset Mgmt$295.0012/31/2020Economic Research at Swiss Life Asset Managers wins the "Forecast Accuracy Award" for the best GDP and inflation forecasts for Switzerland in 2020Request info...
63New York Life/Mainstay$268.009/30/2020New York Life Foundation awards $1.5 million in grants to out-of-school time programs to help middle school students transition to 9th gradeRequest info...
64TCW Group$253.003/31/2021Nippon Life buys 25% stake in TCW.Request info...
65KKR$252.0012/31/2020CLAYTON, DUBILIER & RICE Clayton, Dunbilier and Rice and KKR to buy Clodera for $5.3 Billlion.Request info...
66Carlyle Group$245.8012/31/2020The Carlyle Group Chief Executive Officer Kewsong Lee to Present at the Morgan Stanley U.S. Financials, Payments & CRE ConferenceRequest info...
67Voya (ING)$245.0012/31/2020FINRA fined Voya $125,982Request info...
68Lazard Mgmt. Group$229.7012/31/2020Downsizing in progress.Request info...
69Pictet$225.009/30/2020Pictet sells and leases its Geneva headquartersRequest info...
70Lord Abbett & Co$217.9012/31/2020Lord Abbett Continues to promote LGBTQ+ InclusionRequest info...
71Citi Group$200.0012/31/2020Fine of $175,000 on 1/28/21 by FINRARequest info...
72Conning$197.7012/31/2020Matt Daly Discusses ESG Investing Trends for InsurersRequest info...
73Putnam Investments$193.003/31/2021Fund Ranked #1 out of Nearly 300 Funds in the Core Bond CategoryRequest info...
74American Century Investments$178.0010/2/2020Purchased by Capitial GroupRequest info...
75Fisher Investments$169.003/31/2021Potential $2.5 million in regulary fines for Berthel Fisher.Request info...
76Virtus Investment Partners$164.1010/31/2020Virtus Investment Partners and AllianzGI announce US strategic partnershipRequest info...
77Artisan Partners Financial$162.903/31/2021No news to post. Have your PR Staff contact me.Request info...
78Hines$160.9012/31/2020Hines Reveals Anchor Grocer Tenant for Luxury Mixed-Use Development in Los AngelesRequest info...
79Victory Capital$154.303/31/2021Victory Capital Reports Record Net Income and Earnings Per Share in First Quarter.Request info...
80OakTree$148.0012/31/2020Oaktree Closes Eighth Real Estate Opportunities Fund at $4.7 BillionRequest info...
81US Bancorp$148.0012/31/2020SEC fines US Bancorp $650,000.Request info...
82AQR Captial$143.003/31/2021Best LBGTQ place to work
83Bridgewater Associates$140.0012/31/2020The worlds largest hedge fund takes a huge hit from pandemic. Rutendo Chigora Named to EMpower’s 2021 Ethnic Minority Future Leaders List.Request info...
84BrightSphere$140.0012/31/2020BrightSphere Investment Group Inc. Completes Sale of Landmark Partners LLCRequest info...
85The Hartford$139.4012/31/2020The Hartford Enhances Group Life And Disability Coverage For Medical ProfessionalsRequest info...
86GAM Investors$136.103/31/2021Changed brand from Gabelli Investors to "GAM". Fined $500k by Swiss regulator. Request info...
87Doubleline$136.0012/31/2020Jeffrey Gundlach has become the face of Doubleline.Request info...
88MAN Group$127.0012/31/2020Man Group appoints John Cryan as ChairmanRequest info...
89William Blair Funds$123.0012/31/2020William 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...
90Quilter (was Old Mutual)$118.0012/31/2020Quilter to sell the life insurance division for $555.7 million.Request info...
91Stifel Financial Corp$117.203/31/2021FINRA Press Release (on the June 2020 FINRA page) FINRA fine of $3.6 million for Stifel.Request info...
92Harris Associates$115.003/31/2021Portfolio Manager Win Murray discussed the markets and a handful of value stock picks on CNBC’s “Squawk on the Street.” Owned by NatixisRequest info...
93LSV Asset Management$104.0012/31/2020Behavioral Finance & bottoms up approachRequest info...
94IG Wealth Management$98.8012/31/2020IG Wealth Management Tax Season Study: Two-thirds of Canadians Dealing with COVID-related Tax Considerations this Year.Request info...
95Robert W Baird & Co$93.003/31/2021Baird announced today that it posted record net revenues of $2.33 billion in 2020. FINRA fined Robert W Baird $150,000Request info...
96TPG Capital$91.0012/31/2020Owned by Tarrant Capital GroupRequest info...
97Oppenheimer Funds$88.0012/31/2020$525,000 FINRA fine on 4/22/21. Purchased by Invesco.Request info...
98Dodge & Cox$81.063/31/2021Have greatly transformed ther transparancy to the good to the public and media.Request info...
99Sterling Capital$80.003/31/2021The Lead - "Dividend Growth and Rising Rates"Request info...
100Transamerica$77.006/30/2020Fined $4,400,000 by FINRA on 12/21/20Request info...
101Waddell & Reed$76.003/31/2021Waddell & Reed wealth management platform sold to LPL Financial.Request info...
102Davis Select Advisers$70.8012/31/2020Davis Advisors Launches Davis Select International ETF (DINT); Expands Lineup of Actively Managed ETFsRequest info...
103Fort Washington Advisors$65.1012/31/2020Owned by Western SouthernRequest info...
104Credit Sussie$63.509/30/2020Paying $345.000 in fines from FINRA on 4/5/21. Credit Suisse Climate Innovation Fund closes at USD 318m.Request info...
105Oakmark Funds$60.103/31/2021Portfolio Manager Win Murray discussed the markets and a handful of value stock picks on CNBC’s “Squawk on the Street.” Owned by Natixis via Harris Associates.Request info...
106Brown Brothers Harriman$55.9012/31/2020BBH Capital Partners Raises $1.215 Billion for Fund VI, Exceeding Target by 21.5%Request info...
107Rathbone Brothers$54.7012/31/2020After a rough year, Clive Bannister is the new chairmanRequest info...
108Fortress Investment Group$52.7012/31/2020SEC fine of $154,097 on 1/14/21. Fortress Value Acquisition Corp. IV Announces Pricing of $600 Million Initial Public OfferingRequest info...
109Pzena$49.203/31/2021Pzena Investment Management Opposes Staples’s Acquisition of EssendantRequest info...
110Causeway Capital Management$47.0012/31/2020Causeway Funds: Causeway's Ketterer Redefines Value for Fed Stimulus EraRequest info...
111Thornburg Asset Management$43.203/31/2021Inflation Expectations In 2021 & U.S. Jobs ReportRequest info...
112Standard Life Aberdeen (UK)$41.002/3/2021Focuses on envormental and socal issues.Request info...
113Glenmede Investment Management$40.0012/31/2020Secured Options May Update: Defensively Positioned Heading into JuneRequest info...
114Robinhood Financial$40.006/30/2020Where to start? Wall-to-wall national news with the GameStop drama and the $65 million dollar FINRA fine on 12/17/20. Robinhood Markets Welcomes Three New Directors to Board.Request info...
115AGF Management Limited$39.0012/31/2020Kevin McCreadie Announces Changes to AGF’s Senior Leadership TeamRequest info...
116Sculptor | Och-Ziff$37.004/1/2021Rebranding from Och-Zill to "Sculptor." To aquire Melody Wireless Infrastrure for $1.625 Billion.Request info...
117Matthews Asia Funds$30.203/31/2021Matthews Asia Announces Launch of Matthews Asia Innovative Growth Fund.Request info...
118Impax Asset Group$30.003/31/2021Impax Unveils Sustainability Enhancements, New Names for Three Pax World Funds Deploying Systematic Investment StrategiesRequest info...
119Cetera Financial Group$25.808/10/2020Cetera Completes Acquisition of Assets Related to Voya Financial Advisors' Independent Financial Planning ChannelRequest info...
120Dyal Capital Partners$23.3012/31/2020Purchased by Neuberger BermanRequest info...
121Reams Asset Mgmt.$22.5012/31/2020Reams Asset Management Hires Dimitri Silva as Portfolio Manager. Purchased by Raymond JamesRequest info...
122MetLife$22.403/25/2021Record AUM numbersRequest info...
123BNP Paribas$21.202/5/2021BNP Paribas joins the Net-Zero Banking Alliance launched by the UNEPRequest info...
124Empower$16.501/4/2021Empower Retirement to acquire retirement plan business of MassMutualRequest info...
125Touchstone Investments$16.003/1/2019Touchstone Investments Announces Purchase Agreement to Acquire Select Retail Mutual Fund Business Assets from AIG Life & Retirement. $7.5 Million.Request info...
126Mercer Advisors$15.806/30/2020Mercer buys Argosy Wealth Mgmt RIA for $330 million. Mercer Advisors Acquires ET George Investment Management, LLC.Request info...
127Pacific Global Asset Management$15.6012/31/2020Part of Pacific LifeRequest info...
128Manning & Napier$15.503/31/2021No news to post. Have your PR Staff contact me.Request info...
129Ariel Investments$15.001/3/2021Melody Hudson is new Co-CEORequest info...
130Ares Management$14.8012/31/2020SEC fines Ares $1 MillionRequest info...
131Southeastern Asset Management$12.706/25/2020No news to post. Have your PR Staff contact me.Request info...
1321251 Capital Group$10.5012/31/2020Emerald Advisers Announces Partnership Plans with 1251 Capital GroupRequest info...
133Axiom Capitial Management$9.5012/31/2020Axiom has completed the acquisition of Torchlight Group Limited. Axiom is owned by Limerston Capital as of 2/2020.Request info...
134Royce Funds$9.1011/30/2020Now part of Franklin Tempelton via Legg Mason merdger.Request info...
135Park Avenue Securities$5.7012/31/2020FINRA fines Park Avenue Securities $640,522Request info...
136Saturna Capital$5.0012/1/2020Podcast to discuss entrepreneurship for Islam and Black Lives Matter - Nov. 2020Request info...
137Emerald Mutual Funds$4.709/30/2020Merdged with 1251 Capital.Request info...
138Tweedy Browne Co$4.6012/31/2020Tweedy Browne's Letter to Tarkett's Board re: Tender Offer. Warren Buffet's former investment firmRequest info...
139Westchester Capital$4.2012/31/2020Boasts zero broker turnoverRequest info...
140Xponance (was FIS Group)$4.0710/26/2020Rebranded to Xponance from FIS GroupRequest info...
141Great Point Partners$2.8510/13/2020Fined $5,000 due to failure to conduct it anti-money-laudering test on time by FINRA on 12/3/20. Request info...
142SA Stone (was Sterne Agee)$1.401/30/2021Stifel selling off Sterne Agee independent broker-dealer business it acquired last year.Request info...
143Dakota Securities International$1.1011/22/2020Was "expelled" from FINRA on December 21, 20. The expulsion and bar are in effect pending review.
- - Click for All Companies >>>Request info...

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If I missed your Investment Company, contact me so I can include your firm in the next ranking.

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  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 4/24/2021
“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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