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
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- #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 Name | AUM (in Billions) | Date | News | Click to get Company Info |
|---|---|---|---|---|---|
| 1 | BlackRock Funds | $9,490.00 | 6/30/2021 | Despite the PRC's regulations and other requirements, BlackRock starts Chinese Mutual Fund offering. | Request info... |
| 2 | Charles Schwab | $7,600.00 | 6/30/2021 | Scheduled 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... |
| 3 | Vanguard | $7,200.00 | 1/31/2021 | Surprised employees learn Vanguard abandons their China Market license application. Ant Group will represent Vanguard in China. | Request info... |
| 4 | BarclayHedge | $4,323.90 | 6/30/2021 | Fine of $650,000 on 12/1/20 by FINRA | Request info... |
| 5 | Fidelity Investments | $4,200.00 | 6/30/2021 | New accounts double in 2021. | Request info... |
| 6 | State Street Global Advisors | $3,900.00 | 6/30/2021 | Reducing 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... |
| 7 | JP Morgan | $3,000.00 | 6/30/2021 | J.P. Morgan agrees to acquire OpenInvest, a pioneer in values-based investing. JP Morgan fined $1.5 Million for overcharges by SEC | Request info... |
| 8 | Capital Group | $2,600.00 | 6/30/2021 | Capital Group announces licensing agreement with Fidelity. | Request info... |
| 9 | BNY Mellon (Dreyfus) | $2,300.00 | 6/30/2021 | The 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... |
| 10 | PIMCO/Allianz | $2,200.00 | 6/30/2021 | PIMCO Assumes Oversight of Allianz Real Estate. | Request info... |
| 11 | Amundi Asset Mgmt | $2,105.00 | 6/30/2021 | Amundi enters into exclusive negotiations for the acquisition of Lyxor | Request info... |
| 12 | Legal & General Investments | $1,800.00 | 6/30/2021 | Announces Andrew Kail starts as CEO of Legal & General Retail Retirement. Adds 210,000 sq feet in self storage assists. | Request info... |
| 13 | Prudential Investments | $1,741.00 | 3/31/2021 | Made $200 million in diversity pleads. FINRA fine of $1 Million for lax records | Request info... |
| 14 | T Rowe Price | $1,640.00 | 7/31/2021 | Announces CEO succession plan on 7/29/21. | Request info... |
| 15 | Franklin Templeton | $1,560.00 | 7/31/2021 | Some of Legg Mason funds are being re-branded to Franklin Templeton. | Request info... |
| 16 | Invesco | $1,520.00 | 6/30/2021 | Invesco to launch "green" ETFs. Invesco to pay $105 million in fines. | Request info... |
| 17 | BofA Merrill Lynch | $1,500.00 | 8/17/2021 | Merrill Lynch, Ferguson and Smith to pay $8.4 million in FINRA fines. |  |
| 18 | Northern Trust | $1,500.00 | 6/30/2021 | Northern Trust Wealth Management Announces Central Region Leadership Changes. $250 Million cost cutting program has started. | Request info... |
| 19 | Morgan Stanley | $1,500.00 | 6/30/2021 | Agrees to pay $1.7 million in restitution and interest. | Request info... |
| 20 | Natixis Global Associates | $1,400.00 | 6/30/2021 | Natixis to invests $51.5 million in downtown Memphis. | Request info... |
| 21 | TIAA / Nuveen | $1,200.00 | 3/31/2021 | $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... |
| 22 | UBS | $1,200.00 | 6/30/2021 | Investment watch-dog group says, "UBS' green funds are not green enough." But what is "green enough?" | Request info... |
| 23 | Insight Investors | $1,024.00 | 6/30/2021 | Insight Recognized Among Fortune 2021 Worlds Most Admired Companies | Request info... |
| 24 | AXA | $1,019.00 | 3/31/2021 | AXA to sell its Singapore business. FINRA fines AXA $772,000 | Request info... |
| 25 | LPL Financial | $1,008.00 | 6/30/2021 | Pending lawsuit with shareholders. Fined $6,500,000 by FINRA on 12/31/20. Has 17,000 advisors in their independent network. | Request info... |
| 26 | Wellington Management | $1,000.00 | 6/30/2021 | Jean Hynes to Succeed Brendan Swords as Chief Executive Officer of Wellington Management | Request info... |
| 27 | Manulife Asset Mgmt | $1,000.00 | 3/31/2021 | Brazilian Timberlands is acquired by Manulife Investment Management | Request info... |
| 28 | Principal Financial Group | $990.00 | 6/30/2021 | Dan Houston to Speak at BofA Securities 2021 Insurance Conference |  |
| 29 | DWS | Deutsche Asset Management | $962.20 | 3/31/2021 | Fined $2,500,000 by FINRA on 12/31/20 | Request info... |
| 30 | Geode Capital Management | $887.00 | 6/30/2021 | No news to post. | Request info... |
| 31 | Loomis Sayles & Co | $757.70 | 6/30/2021 | Owned by Natixis. | Request info... |
| 32 | Pictet | $746.00 | 6/30/2021 | Pictet sells and leases its Geneva headquarters | Request info... |
| 33 | Affiliated Managers Group (AMG) | $738.00 | 3/31/2021 | AMG Announces Investment in Women-Owned Boston Common Asset Management | Request info... |
| 34 | AllianceBernstein | $731.00 | 5/31/2021 | Paid a $51k self-reported fine. | Request info... |
| 35 | The Blackstone Group | $684.00 | 7/22/2021 | "AUM is up 21%" per press release. | Request info... |
| 36 | MFS Investment Management | $673.20 | 7/31/2021 | Owned by Sun Life Financial | Request info... |
| 37 | MetLife | $666.70 | 6/30/2021 | Record AUM numbers | Request info... |
| 38 | Federated Hermes (was Federated Investors) | $646.00 | 6/30/2021 | Purchased Hermes and rebranded to Federated Hermes | Request info... |
| 39 | Nomura Asset Management | $640.00 | 6/30/2021 | Announces Investment in OSARO focusing on AI Manufacturing | Request info... |
| 40 | Dimensional Fund Advisors | $637.00 | 3/31/2021 | Dimensional will open its new East Coast headquarters in Charlotte. | Request info... |
| 41 | Brookfield Asset Management | $625.00 | 6/30/2021 | Brookfield Asset Management Reaches Agreement with Brookfield Property Partners to Acquire 100% of BPY Units | Request info... |
| 42 | HSBC | $621.00 | 6/30/2021 | FINRA fine of $650,000 on 2/2/21. Strategically repositions US retail business towards international banking and wealth management. | Request info... |
| 43 | Wells Fargo Advisors | $603.00 | 3/31/2021 | Wells Fargo still has 12,600 advisors as of 12/31/20. | Request info... |
| 44 | Ameriprise Financial | $593.00 | 7/26/2021 | FINRA fines Ameriprise $850K. | Request info... |
| 45 | Columbia Threadneedle | $593.00 | 6/30/2021 | To Buy BRO EMEA | Request info... |
| 46 | Eaton Vance Distributors | $583.10 | 12/31/2021 | 2021 Lipper Awards. Morgan Stanley Closes Acquisition of Eaton Vance on 3/1/21. | Request info... |
| 47 | RBC Global Wealth (CAN) | $554.90 | 4/30/2021 | Agreed to pay restitution of $839,803 by FINRA on 12/15/20 | Request info... |
| 48 | Julius Baer Securities | $531.00 | 6/30/2021 | Change in the Board of Directors of Julius Baer | Request info... |
| 49 | Edward Jones | $519.80 | 6/30/2021 | Has 41,000 advisors | Request info... |
| 50 | BNP Paribas | $481.90 | 6/30/2021 | BNP Paribas joins the Net-Zero Banking Alliance launched by the UNEP | Request info... |
| 51 | AVIVA Investors | $481.00 | 3/31/2021 | Announces that it has acquired the CPH Highline building in Copenhagen on behalf of one of its clients. | Request info... |
| 52 | Aegon | $463.80 | 6/30/2021 | Owns Transamerica who just got $4.4 million in FINRA fines. | Request info... |
| 53 | Apollo Management | $461.10 | 3/31/2021 | Apollo Funds to Acquire Majority Control of ABC Technologies Holdings Inc. | Request info... |
| 54 | Neuberger Berman | $433.00 | 6/30/2021 | Buying Alanac Realty Investors | Request info... |
| 55 | Janus Henderson Group | $427.60 | 6/30/2021 | Janus Henderson appoints Global Head of Consultant Relations | Request info... |
| 56 | BMO Global Asset Group | $415.00 | 12/31/2021 | Ameriprise Financial to Acquire BMOs EMEA Asset Management Business | Request info... |
| 57 | SEI Investments | $399.00 | 6/30/2021 | Touts $1 Trillion in Hedge Fund Assets. | Request info... |
| 58 | Barings | $382.00 | 6/30/2021 | Announced the appointment of Paul Diouri as Chief Risk Officer | Request info... |
| 59 | Mercer Advisors | $380.00 | 3/31/2021 | Mercer buys Argosy Wealth Mgmt RIA for $330 million. | Request info... |
| 60 | KKR | $349.00 | 4/30/2021 | AUM up 98% in three years. | Request info... |
| 61 | Guggenheim Partners | $325.00 | 6/30/2021 | Walsh Named Among the 100 Most Influential Women in U.S. Finance | Request info... |
| 62 | Frank Russell Investments | $323.70 | 3/31/2021 | TA Associates and Reverence Capital Partners Complete Acquisition of Russell Investments from London Stock Exchange Group | Request info... |
| 63 | Swiss Life Asset Mgmt | $300.00 | 6/30/2021 | Buying a Healthcare Portfolio | Request info... |
| 64 | New York Life/Mainstay | $278.00 | 3/31/2021 | Senior leadership changes in progress | Request info... |
| 65 | Lazard Mgmt. Group | $278.00 | 5/31/2021 | Downsizing in progress. | Request info... |
| 66 | Carlyle Group | $276.00 | 6/30/2021 | Carlyle Aviation Completes Acquisition of Fly Leasing - 8/2/21 | Request info... |
| 67 | TCW Group | $265.50 | 6/30/2021 | Nippon Life buys 25% stake in TCW. | Request info... |
| 68 | Sun Life Global Investments | $262.00 | 6/30/2021 | Appoints Anna Murphy as head of the Global ESG group. PinnacleCare to be purchased by Sun Life | Request info... |
| 69 | Voya (ING) | $253.00 | 6/30/2021 | FINRA fined Voya $125,982 | Request info... |
| 70 | Lord Abbett & Co | $246.00 | 6/30/2021 | Lord Abbett Continues to promote LGBTQ+ Inclusion | Request info... |
| 71 | Goldman Sachs Asset Management | $234.00 | 6/30/2021 | $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... |
| 72 | Bridgewater Associates | $223.00 | 7/9/2021 | The worlds largest hedge fund takes a huge hit from pandemic. | Request info... |
| 73 | Robeco/ORIX | $221.00 | 3/31/2021 | Robeco rebranded to ORIX. Owned by AXA | Request info... |
| 74 | American Century Investments | $218.00 | 3/11/2021 | Purchased by Capital Group | Request info... |
| 75 | Citi Group | $200.00 | 12/31/2020 | FINRA fine of $350,000 on 6/15/21. Fine of $175,000 on 1/28/21 by FINRA. | Request info... |
| 76 | Putnam Investments | $200.00 | 7/31/2021 | Fund Ranked #1 out of Nearly 300 Funds in the Core Bond Category | Request info... |
| 77 | Virtus Investment Partners | $180.30 | 7/31/2021 | Virtus Investment Partners and Allianz announce US strategic partnership | Request info... |
| 78 | US Bancorp | $179.00 | 6/30/2021 | SEC fines US Bancorp $15 Million. | Request info... |
| 79 | Artisan Partners Financial | $177.20 | 7/31/2021 | No news to post. | Request info... |
| 80 | Raymond James | $168.80 | 4/29/2021 | AUM up 11%. $47,500 FINRA fine. | Request info... |
| 81 | Quilter (was Old Mutual) | $164.40 | 3/31/2021 | Quilter to sell the life insurance division for $555.7 million. | Request info... |
| 82 | Victory Capital | $162.90 | 12/31/2020 | Still incorporating USAA's investment business. | Request info... |
| 83 | Hines | $160.90 | 12/31/2020 | Since 1992, Hines has acquired approximately 538 projects totaling more than 215 million square feet of space | Request info... |
| 84 | Fisher Investments | $159.00 | 4/5/2021 | Potential $2.5 million in regular fines for Berthel Fisher. | Request info... |
| 85 | OakTree | $156.00 | 6/30/2021 | OakTree acquisitions has been quite recently. | Request info... |
| 86 | The Hartford | $153.80 | 6/30/2021 | The Hartford Donates $1M To U.S. Small Businesses To Aid In COVID-19 Recovery | Request info... |
| 87 | PineBridge Investments | $141.40 | 6/30/2021 | PineBridge announces expansion into Florida. | Request info... |
| 88 | AQR Capital | $140.00 | 3/31/2021 | Best LBGTQ place to work | |
| 89 | BrightSphere | $140.00 | 3/31/2021 | Selling of Campbell Global, LLC agreed to on 6/21/21. | Request info... |
| 90 | GAM Investors | $137.70 | 6/30/2021 | Changed brand from Gabelli Investors to "GAM". Fined $500k by Swiss regulator. | Request info... |
| 91 | Doubleline | $137.00 | 6/30/2021 | Jeffrey Gundlach has become the face of Doubleline. | Request info... |
| 92 | MAN Group | $135.30 | 6/30/2021 | Man Group appoints John Cryan as Chairman | Request info... |
| 93 | Harris Associates | $122.70 | 6/30/2021 | Owned by Natixis | Request info... |
| 94 | IG Wealth Management | $122.20 | 6/30/2021 | Purchased Mackenzie. AUM up. Rebranding from IGW to IG Wealth Mgmt. | Request info... |
| 95 | LSV Asset Management | $122.00 | 6/30/2021 | Behavioral Finance & bottoms up approach | Request info... |
| 96 | Stifel Financial Corp | $118.00 | 12/11/2020 | FINRA Press Release (on the June 2020 FINRA page) FINRA fine of $3.6 million for Stifel. | Request info... |
| 97 | CVC Partners | $114.80 | 6/30/2021 | CVC funds complete acquisition of RiverStone Europe and appoints Preben Prebensen as Chair | Request info... |
| 98 | Thrivent Financial | $109.20 | 6/30/2021 | Two Lipper Awards in 2021. Lutheran Based Company | Request info... |
| 99 | Robinhood Financial | $100.00 | 3/31/2021 | New $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... |
| 100 | Robert W Baird & Co | $99.00 | 7/30/2021 | FINRA fined Robert W Baird $150,000 | Request info... |
| 101 | Dodge & Cox | $88.90 | 6/30/2021 | Have greatly transformed their transparency to the good to the public and media. | Request info... |
| 102 | First Eagle | $88.00 | 6/30/2021 | Lost 20% AUM in 2021 | Request info... |
| 103 | TPG Capital | $85.00 | 2/20/2021 | Current business model focus is leveraged buyouts. Owned by Tarrant Capital Group | Request info... |
| 104 | Sterling Capital | $85.00 | 6/30/2021 | FINRA 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... |
| 105 | Waddell & Reed | $75.50 | 3/31/2021 | Is looking to move the HQ somewhere in Missouri to save costs | Request info... |
| 106 | William Blair Funds | $74.00 | 6/30/2021 | William 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 firm | Request info... |
| 107 | Fort Washington Advisors | $68.30 | 6/30/2021 | Owned by Western Southern | Request info... |
| 108 | Brown Brothers Harriman | $68.00 | 6/30/2021 | BBH Capital Partners Completes Investment In Bradford Airport Logistics | Request info... |
| 109 | Conning | $67.70 | 6/30/2021 | Matt Daly Discusses ESG Investing Trends for Insurers | Request info... |
| 110 | Oakmark Funds | $64.00 | 6/30/2021 | Owned by Natixis via Harris Associates | Request info... |
| 111 | Credit Sussie | $63.50 | 9/30/2020 | FINRA fine of $350,000 on 4/5/21. Paying $6.5 Million in fines from FINRA | Request info... |
| 112 | Rathbone Brothers | $55.80 | 5/13/2021 | Rathbone to buy Saunderson. After a rough year, Clive Bannister is the new chairman | Request info... |
| 113 | Fortress Investment Group | $53.90 | 6/30/2021 | Fortress Investment Group Sells Long Beach Airport Plaza Office Properties | Request info... |
| 114 | Dyal Capital Partners | $52.50 | 3/31/2021 | Purchased by Neuberger Berman | Request info... |
| 115 | Impax Asset Group | $47.60 | 6/30/2021 | Impax Asset Management Screens Its Portfolio for Deforestation Exposure | Request info... |
| 116 | Causeway Capital Management | $47.00 | 3/31/2021 | Buys Westrock, LLC | Request info... |
| 117 | Thornburg Asset Management | $43.50 | 6/30/2021 | Thornburg Expands Board with Addition of Blair C. Naylor | Request info... |
| 118 | Glenmede Investment Management | $43.00 | 6/30/2021 | Request info... | |
| 119 | AGF Management Limited | $42.10 | 7/31/2021 | Kevin McCreadie Announces Changes to AGFs Senior Leadership Team | Request info... |
| 120 | "ABDN" |Standard Life Aberdeen | $41.00 | 2/3/2021 | Rebranding to "ABDN." I see the SEO value other than that, Hmmm? Focuses on envormental and socal issues. | Request info... |
| 121 | Oppenheimer Funds | $40.10 | 3/31/2021 | Oppenheimer FINRA fine of $525,000 on 4/22/21. Purchased by Invesco. | Request info... |
| 122 | Securities America | $39.00 | 6/30/2021 | SEC fines Securities America $1.75 million for surveillance activates by broker. FINRA fine of $125,000 on 2/23/21. | Request info... |
| 123 | Sculptor | Och-Ziff | $37.60 | 8/1/2021 | Rebranding from Och-Zill to "Sculptor" | Request info... |
| 124 | Pzena | $32.40 | 7/31/2021 | Pzena'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... |
| 125 | Vantagepoint Funds | $31.00 | 6/30/2021 | Established in 2017 | Request info... |
| 126 | Ares Management | $30.70 | 6/30/2021 | SEC fines Ares $1 Million | Request info... |
| 127 | Matthews Asia Funds | $29.70 | 7/31/2021 | Per 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... |
| 128 | Cetera Financial Group | $25.70 | 6/30/2021 | New 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 12/15/20 | Request info... |
| 129 | Reams Asset Mgmt. | $23.40 | 6/30/2021 | Purchased by Raymond James | Request info... |
| 130 | Davis Select Advisers | $23.30 | 6/30/2021 | No news to post. | Request info... |
| 131 | Manning & Napier | $22.50 | 6/30/2021 | No news to post. | Request info... |
| 132 | Empower | $19.40 | 6/30/2021 | Empower Retirement to acquire Prudential Financial retirement business. Empower Retirement to acquire retirement plan business of MassMutual. | Request info... |
| 133 | Royce Funds | $17.70 | 6/29/2021 | Now part of Franklin Templeton via Legg Mason merger. | Request info... |
| 134 | Ariel Investments | $16.20 | 3/31/2021 | Melody Hudson is new Co-CEO | Request info... |
| 135 | Touchstone Investments | $16.00 | 6/30/2021 | To purchase a $7.5 Billion of AIG's portfolio. Owned by Western & Southern. | Request info... |
| 136 | Xponance (was FIS Group) | $11.00 | 3/31/2021 | Rebranded to Xponance from FIS Group | Request info... |
| 137 | 1251 Capital Group | $10.50 | 12/31/2020 | 1251 Capital Group invests into minority led Mar Vista. Merger with Emerald | Request info... |
| 138 | Transamerica | $10.40 | 4/30/2021 | Fined $4,400,000 by FINRA on 12/21/20 | Request info... |
| 139 | Southeastern Asset Management | $10.40 | 4/30/2021 | Lost 20% AUM in 10 months. | Request info... |
| 140 | Park Avenue Securities | $7.50 | 6/30/2021 | FINRA fines Park Avenue Securities $640,522 | Request info... |
| 141 | Tweedy Browne Co | $4.60 | 12/31/2020 | Warren Buffet's former investment firm | Request info... |
| 142 | Westchester Capital | $4.60 | 3/31/2021 | Boasts zero broker turnover | Request info... |
| 143 | Saturna Capital | $4.00 | 3/25/2021 | Lost 20% of AUM in 2021 YTD. Podcast to discuss entrepreneurship for Islam and Black Lives Matter - Nov. 2020 | Request info... |
| 144 | Emerald Mutual Funds | $2.90 | 3/31/2021 | Merged with 1251 Capital. | Request info... |
| 145 | Pacific Global Asset Management | $2.70 | 8/12/2021 | Part of Pacific Life | Request info... |
| 146 | Axiom Capital Management | $2.20 | 6/30/2021 | Axiom has completed the acquisition of Torchlight Group Limited. Axiom is owned by Limestone Capital as of 2/2020. | Request info... |
| 147 | Great Point Partners | $2.20 | 3/31/2021 | Fined $5,000 due to failure to conduct it anti-money-laundering test on time by FINRA on 12/3/20. | Request info... |
| 148 | SA Stone (was Sterne Agee) | $2.00 | 6/30/2021 | Rebranding from Sterne Agee to "SA Stone" Purchased Gain Capital. $375,000 FINRA fine. 9/10/20. | Request info... |
| 149 | E-Trade | $0.00 | 3/30/2021 | Morgan Stanley's $13 Billion purchase of E-Trade Closes | Request info... |
| 149 | Dakota Securities International | NA | Wall of Shame. Was "expelled" from FINRA on December 21, 20. The expulsion and bar are in effect pending review. | ||
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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: 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 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 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. 
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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