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Mutual Fund Directory | 2018

Research the Top 100 Mutual Fund Companies | Fast | Free

#1 ranked Mutual Fund Directory for the past five years in Google

Data Updated: 7/18/18

“Scroll Down” for the full ranked directory list below with info request buttons – free

NEW!!! | See the latest news below on the Top 100 Investment Companies

 

Golden Rule Investor Tactic Video

Avoiding this mistake can save you $ thousands per year – 10 min video but worth it.

Select from the Mutual Fund Company list below

Select as many as you wish | You choose how you want to be contacted | by mail – phone – or email

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Still –  the #1 ranked Mutual Fund Directory for the past five years in Google, Bing, Yahoo, and now #1 in mobile. Thanks!

Ranking Data updated on 7/18/18

News updated on 9/27/18

 

 

Ranked by
AUM
on 7/17/2018
Company NameAUM $ (in Billions)DateNewsClick to get
Company
Info
1Black Rock Funds6,230.003/31/2018Purchasing CartesianRequest info...
2Vanguard5,100.001/31/2018Expanding EFG fundsRequest info...
3Charles Schwab3,360.009/27/2018Moody's upgrade to "positive"Request info...
4State Street Global Advisors2,730.003/31/2018Buys Charles River Dev.Request info...
5Fidelity Investments2,560.003/31/2018Won 14 Lipper AwardsRequest info...
6JP Morgan2,030.006/30/2018Upgrades Apple to a buyRequest info...
7BNY Mellon (Dreyfus)1,900.003/31/2018Increases Prime rate to 5.25%Request info...
8PIMCO1,710.006/30/2018Sees 55% of global slowdown in 2 yrsRequest info...
9Amundi Asset Mgmt1,690.003/31/2018Purchased Pioneer on 6/22/17Request info...
10Capital Group1,600.006/30/2018Am Funds Morningstar awardRequest info...
11Legal & General Investments1,294.003/7/2018Wins AREF awardRequest info...
12Northern Trust1,200.003/31/2018Prime rate up to 5.25% on 9/27/18Request info...
13Natixis Global Associates1,179.003/31/2018Request info...

14BofA Merrill Lynch1,100.003/31/2018

Simplify your financial life with online investing from Merrill Edge offering investment insights of Merrill Lynch plus the convenience of Bank of America.

15Wellington Management1,079.003/31/2018Request info...
16T Rowe Price1,086.008/30/2018Targeting Schwab customersRequest info...
17Edward Jones1,000.006/30/2018JD Power Satisfaction awardRequest info...
18Prudential Investments1,000.003/31/2018AUM is growing at a high rateRequest info...
19TD Ameritrade1,000.0010/17/2017Buying Scott TradeRequest info...
20TIAA9673/31/2018purchased NuveenRequest info...
21Invesco9637/11/2018Acquiring Source (ETFs)Request info...
22Ameriprise Financial8873/31/20185M meals to families in needRequest info...
23AXA872.63/31/2018New Chief Risk OfficerRequest info...
24Deutsche Asset Management840.92/2/2018NEW ESG US fundRequest info...
25UBS795.33/31/2018Racks major cities of RE bubble riskRequest info...
26Goldman Sachs Asset Management7943/31/2017Changes due to Fed's Stress Test results, per NYTRequest info...
27Legg Mason751.88/31/2018Steady rise in AUM in 2018Request info...
28Franklin Templeton737.53/31/2018Expands emerging markets equity teamRequest info...
29Principal Financial Group673.83/31/2018Buys PnB Asset Mgmt in India
30Standard Life Aberdeen (UK)64612/21/20172018 Better Society AwardsRequest info...
31Insight Investors5973/31/2018Part of BYN MellonRequest info...
32Dimensional Fund Advisers5826/30/2018Request info...
33New York Life Investments5533/31/2018Donates $300k to Florence ReliefRequest info...
34Alliance Bernstein5468/31/2018Moving 1,000 jobs to NashvilleRequest info...
35Wells Fargo Advisors5403/31/2018Successful Fed "stress test"Request info...
36Pictet5092/7/2018Expands services to SingaporeRequest info...
37Nomura Asset Management4933/31/2018Buys stake in Julius Baer to serve JapanRequest info...
38Columbia Management486.13/31/2018Three Lipper Fund awardsRequest info...
39MFS Investment Management486.58/31/2018AUM is increasing in Q3Request info...
40Morgan Stanley4693/31/2018Changes due to Fed's Stress Test results, per NYTRequest info...
41The BlackStone Group4503/31/2018Bidding on Japanese Real EstateRequest info...
42Affiliated Managers Group (AMG)449.21/31/2018Purchased Ashton FundsRequest info...
43BNP Paribas4357/17/2018Buys ABN AMRO BankRequest info...
44Eaton Vance Distributors433.93/31/2018Earnings surge by 10% - beat expectationsRequest info...
45Credit Susie4103/31/2018Lyft's underwriting: Credit Sussie vs. JP MorganRequest info...
46Julius Baer Securities402.73/31/2018Nomura buys 40% in JB to help with Japan marketRequest info...
47Federated Investors392.27/27/2018Met Q2 estimatesRequest info...
48Manulife3743/31/2018New Chief Investment OfficerRequest info...
49Janus Capital Group371.93/31/2018Purchased by Janus Henderson Group (UK)Request info...
50Janus Henderson Group370.16/30/2018Purchased Janus Capital (Denver)Request info...
51SEI Investments3553/31/2018SEI to buy Archway Technologies 7/5/17Request info...
52Robeco/ORIX3383/31/2018Request info...
53Dodge & Cox3143/31/2018Request info...
54Aegon311.93/31/2018Chief Digital Officer resignsRequest info...
55Frank Russell Investments (Northwestern Mutual)298.73/31/2018New COORequest info...
56Voya (ING)2773/31/2018Re-certified as a "Great Place to Work"Request info...
57BMO Global Asset Group2603/31/2018Request info...
58Oppenheimer Funds2466/29/2018Named a best places to work with disabilitiesRequest info...
59Neuberger Berman245.26/13/2018Deeper commitment to China 4/1/17Request info...
60BrightSphere240.13/31/2018OMAM rebrands as BrightSphereRequest info...
61Lizard Mgmt Group226.13/31/2018Request info...
62TCW Group2023/31/2018Nippon Life buys 25% stake in TCWRequest info...
63Carlyle Group2013/31/2018Buys Abacus in East AfricaRequest info...
64Baring Capital Management2006/30/2018Purchased Babson CapitalRequest info...
65American Century Investments179.43/6/2018Nomura buys 40%Request info...
66Putnam Investments1796/30/2018Moves HQ to BostonRequest info...
67Lord Abbett & Co1573/31/2018New managing partnerRequest info...
68RBC Global Wealth (CAN)155.83/31/2018Canadian Fund provider of the yearRequest info...
69IMG Financial149.23/31/2018Purchased MackenzieRequest info...
70MetLife146.73/31/2018Working mothers - top 100 places to workRequest info...
71Mainstay Capital/NY Life1313/31/2018Owned by New York LifeRequest info...
72Conning122.53/31/2018Purchased Global EvolutionRequest info...
73OakTree1213/31/2018Slight increase in AUMRequest info...
74Doubleline118.43/29/2018Request info...
75LPL Financial1173/31/2018Has become a major employer in the Charlotte areaRequest info...
76The Hartford115.43/31/2018Named "2019 Military Friendly Employer"Request info...
77Artisan Partners Financial1149/30/2017Morningstar - 2 Gold Rated FundsRequest info...
78First Eagle Investment Management Completes acquisition of NewStar Financial1136/30/2018Completes acquisition of NewStar FinancialRequest info...
79MAN Group113.76/30/2018Request info...
80Ares Management1123/31/2018Announces purchase of Paradigm Energy Partners AssetsRequest info...
81Oakmark Funds95.46/30/2018Wins two Lipper AwardsRequest info...
82Virtus Investment Partners91.63/31/2018Buys Sustainable Growth AdvisorsRequest info...
83Waddell & Reed79.26/30/2018More Top Mgmt changesRequest info...
84US Bancorp766/30/2018Fiserv to buy ATM/debt servicesRequest info...
85TPG Capital723/31/2018Highest bidder in Sonatype acquisitionRequest info...
86William Blair Funds63.83/31/2018Wins 2017 mid-market investment bank of the yearRequest info...
87Victory Capital62.36/30/2018To acquire Harvest Volatility MgmtRequest info...
88Ivy Funds62.23/31/2018Purchased by Waddel ReedRequest info...
89Sun Life Global Investments603/31/2018Acquires Maxwell HealthRequest info...
90IGM Financial1618/31/2018Request info...
91Sterling Capital553/31/2018Steady growth over several years - Owned by BB&TRequest info...
92Thornburg Asset Management49.44/3/2018Request info...
93USAA Investment Management48.93/31/2018Bank voted most reputable in USRequest info...
94Robert W Baird & Co466/30/2018I recommend the Cornelius, NC office teamRequest info...
95Quilter (was Old Mutual)413/31/2018Name changeRequest info...
96Fortress40.43/31/2018Purchased by SoftbankRequest info...
97Guggenheim Partners38.66/30/2018Completes purchase of Millstein & CoRequest info...
98Pacific Global Asset Management36.27/17/2018Part of Pacific LifeRequest info...
99Matthews Asia Funds33.93/31/2018Request info...
100Och-Ziff32.83/31/2018Request info...
101Cerberus Capital Management307/6/2018To acquire Subsea CommunicationsRequest info...
102AGF Management Limited29.26/30/2018McCredie to CEORequest info...
103Scout Investments27.13/31/2018RJ to acquireRequest info...
104Davis Select Advisers26.83/31/2018Request info...
105Gabelli Investors253/31/2018Reports record Q2 earningsRequest info...
106Manning & Napier23.18/31/2018Request info...
107Reams Asset Mgmt21.26/30/2018Purchased by Raymond JamesRequest info...
108Sterne Agee (SA Stone)203/31/2018Outstanding Kannapolis/Cornelius TeamRequest info...
109Touchstone Investments1810/30/2018Buying Sentinel's assetsRequest info...
110Royce Funds17.412/31/2017Request info...
111Brown Brothers Harriman17.33/31/2018To acquire part of Strategic LogisticsRequest info...
112Dyal Capital Partners146/1/2018Owned by Neuberger BermanRequest info...
113Apollo Management133/31/2018To acquire part of OneMain HoldingsRequest info...
114Avenue Capital Management9.66/30/2018Considering purchase of ArcilRequest info...
115Kelso & Company9.34/26/2018To buy majority interest in Newport GroupRequest info...
116Ariel Investments8.73/31/2018Request info...
117AVIVA7.53/31/2018Completes share buyback programRequest info...
118FIS Group5.64/30/2018To purchase "equal sized" Piedmont Investment AdvisorsRequest info...
119Mercer Advisors51/9/2018Expands in Southeast with acquisitionsRequest info...
120Saturna Capital3.23/31/2018Request info...
121Tweedy Browne Co3.23/31/2018Request info...
122Westchester Capital2.83/31/2018Request info...
123Z Capital Group2.32/28/2018Kirschbaum as new COORequest info...
124Heartland Advisors1.73/19/2018Request info...
125Cornerstone Capital Group13/31/2018Supports climate related disclosuresRequest info...
126Lafayette Investments0.43/26/2018New SEC complaint on 9/2018Request info...
- - Click for All Companies >>>Request info...
Oher developments
Nuveen Investments(purchased by TIAA)
Aston Funds(purchased by AMG)
RS Investments(purchased by Victory Cap)
Calvert Funds(purchased by Eaton Vance)
Pioneer Investments(purchased by Amundi)
Estancia(purchased by Vitrus)
Reams Asset Mgmt(purchased by Raymond James)
Scout Investments(purchased by Raymond James)

 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: 7/18/18
  • Investment Company News Updated: 9/27/18 (New!!)

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 7/17/18
“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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  • The financial data is updated quarterly since 2011
  • The economic and financial blogs will be coming out weekly.
  • Be on the look out for my new video blogs.
  • We are different. This website tries to stay non-political as far as macro-economic news allows.
  • Click the logo above to go to our sister website.
  • Some information is the same but some is different.
  • This site is where the really smart people go for their economic and financial information.
  • Like MutualFundDirectory.org, FemaleInvestor101.com tries to stay non-political. Refreshing.We both need a break

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* Note: Best efforts were used to provide you with accurate and the most recent information. The sources were company press releases and other web-based information. Conflicting company or unclear information was omitted including entire company information for the sake of accuracy. Hence this list is currently not 100% complete.  Investors, please use your due diligence from all sources before making a financial decision including reading any prospectuses. Any Securities Company PR updates, corrections, additions or advertising requests can be sent to mike@mutualfundmarketingservices.com.This site promotes and encourages FINRA compliance. All FINRA requirements are solely the responsibility of the Securities Company and their FINRA officer and not the Webmaster of this site or MFMS.
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