Mutual Fund Company List for 2017
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Morgan Stanley lays off 1,600 workers


Morgan Stanley just announced they are laying off 1,600 workers.  According to their website, they have not put out a press release as of 1/10/13 which if odd. However, once they send it out I’m sure it will say something like, “We value our customers and our service to Mutual Funds Directorythem will not be affected.” It’s not just Morgan Stanly, other mutual fund and brokerage companies are reducing expenses including layoffs and they will also say something like, “our customer service will not be affected.” Of course, this is virtually impossible. I will affect the level of customer service they can offer and, more importantly, it may affect you and your portfolio you have with your mutual fund provider.

Is a Backup Plan a smart move?

You diversify you portfolio already to reduce risk, so in times of uncertainty, why not diversify your holding into another mutual fund company? 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 accurate investment advice drops noticeably all of the sudden or the level of customer service drops, you can have an existing a relationship(s) to move you money to maximize your return and safety.
  • I thinks 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. This 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 me is not a company I want to trust with my financial life and future lifestyle.
  • Many companies out there are hungry for new business and you get some deals. After all, it’s about increasing your wealth to protect your lifestyle and the security of your family.

How to do your research to make a change?

See the 80+ companies listed on by Assets Under Management.  Click on the ones you want to research further for the company to Investing in 2013send you their information or contact you to see if you can work out a deal. The profit margins are high in the mutual fund industry and they can offer some incentives. Now more than ever.

2013 List of Mutual Fund Companies sorted by Assets Under Management (AUM)

 To get more information from any of the companies below, click on the “Request Info” button.

Data last updated:12/27/12
Do you homework fast. Review the information below then click for more information from the companies you are interested in to help with your due diligence.

Slider Bar is at the BOTTOM to see more date on the right side.

Rank by
AUM
on 12/27/12
Company NameAssets Under
Management
(AUM) In
$ Billions
Click to get
Company
Info
Date of
data used
Click to get
Company Info
1Black Rock Funds$3,670.0 BRequest info...9/30/2012Request info...
2Allianz Global
Investors/PIMCO
$2,247.0 BRequest info...9/30/2012Request info...
3State Street Global
Investments
$2,100.0 B Request info...9/30/2012Request info...
4Fidelity
Investments
$1,600.0 BRequest info...12/25/2012Request info...
5Vanguard$1,474.6 BRequest info...9/30/2012Request info...
6BYN Mellon
(Dreyfus)
$1,400.0 BRequest info...9/30/2012Request info...
7JP Morgan$1,400.0 BRequest info...9/30/2012Request info...
8American Funds
Investments
$850.0 BRequest info...11/30/2012Request info...
9Sun Life Gobal
+ MFS (Can)*
$819.0 BRequest info...9/30/2012Request info...
10Credit Suisse$814.3 BRequest info...9/30/2012Request info...
11Franklin Templeton$768.8 BRequest info...11/30/2012Request info...
12Natixis Global
Associates
733.9Request info...9/30/2012Request info...
13AXA$722.0 BRequest info...9/30/2012Request info...
14Goldman Sachs
Asset Management
$716.1 BRequest info...6/30/2012Request info...
15Invesco$683.8 BRequest info...11/30/2012Request info...
16BofA Merrill Lynch
(owns 34% of
Black Rock)
$682.2 B6/30/2012Request info...
17Prudential
Investments
$670.0 BRequest info...9/30/2012Request info...
18Ameriprise
Financial
$655.0 BRequest info...6/30/2012Request info...
19Legg Mason$648.0 BRequest info...11/30/2012Request info...
20BNP Paribas$645.0 BRequest info...9/30/2012Request info...
21UBS$625 BRequest info...9/30/2012Request info...
22T Rowe Price$574.4 BRequest info...9/30/2012Request info...
23Deutsche Asset
Management
$528.0 BRequest info...3/30/2012Request info...
24Wells Fargo$450.0 BRequest info...9/30/2012Request info...
25TIAA-CREF$440.7 BRequest info...9/30/2012Request info...
26Barclays Global
Investments
$435.0 BRequest info...4/15/2012Request info...
27Alliance Bernstein$419.0 BRequest info...9/30/2012Request info...
28Federated
Investors
$364.1 BRequest info...9/30/2012Request info...
29Morgan Stanley$331.0 BRequest info...9/30/2012Request info...
30RBC Global
Wealth (CAN)
$322.1 BRequest info...9/30/2012Request info...
31Principal
Financial Group
$320.0 BRequest info...9/30/2012Request info...
32Aberdeen Asset
Management (UK)
$302.4 BRequest info...9/30/2012Request info...
33Nomrua Asset
Management
$289.0 BRequest info...9/30/2012Request info...
34Mellon Capital$258.9 BRequest info...9/30/2012Request info...
35Dimensional
Fund Advisers
$257.6 BRequest info...9/30/2012Request info...
36TD Ameritrade$255.0 BRequest info...4/30/2012Request info...
37Harbor Funds
(Robeco Groep)
SUI
$231.0 BRequest info...11/30/2012Request info...
38Charles Schwab$210.0 BRequest info...9/30/2012Request info...
39Old Mutual$208.0 BRequest info...6/30/2012Request info...
40Julius Baer
Securities
$204.6 BRequest info...10/31/2012Request info...
41Dodge & Cox$199.0 BRequest info...2/28/2012Request info...
42Eaton Vance
Distributors
$198.2 BRequest info...9/30/2012Request info...
43Oppenheimer
Funds
$169.0 BRequest info...6/6/2012Request info...
44Janus Capital
Group
$158.2 BRequest info...9/30/2012Request info...
45Babson Capital
Management
$154.0 BRequest info...9/30/2012Request info...
46Calvert Funds$145.6 BRequest info...12/21/2012Request info...
47Sterling Capital
(BB&T)
$128.0 BRequest info...3/31/2012Request info...
48American Century
Investments
$127.5 BRequest info...9/14/2012Request info...
49Putnam
Investments
$127.0 BRequest info...11/30/2012Request info...
50Lord Abbott & Co$126.1 BRequest info...9/30/2012Request info...
51John Hancock
Funds (Can)
$121.6 BRequest info...2/28/2012Request info...
52Reliance Trust$116.0 BRequest info...12/11/2012Request info...
43LPL Financial$101.8 BRequest info...3/31/2012Request info...
54Waddell & Reed$89.0 BRequest info...6/30/2012Request info...
55Thornburg Asset
Management
$81.0 BRequest info...9/30/2012Request info...
56First Eagle Funds
Distributors
$71.0 BRequest info...9/30/2012Request info...
57MacKenzie
Investments
(Can)
$60.6 BRequest info...11/30/2012Request info...
58The Hartford$54.9 BRequest info...9/30/2012Request info...
59Davis Select
Advisers
$53.3 BRequest info...3/31/2012Request info...
60MAN Group$52.7 BRequest info...6/30/2012Request info...
61TransAmerica
Funds
$52.2 BRequest info...6/30/2012Request info...
62Ivy Funds$50.0 BRequest info...3/31/2012Request info...
63American Beacon$47.0 BRequest info...6/30/2012Request info...
64William Blair
Funds
$44.0 BRequest info...3/30/2012Request info...
65Royce Funds$36.0 BRequest info...6/30/2012Request info...
66Blue Crest
Capital
$32.0 BRequest info...9/4/2011Request info...
67Och-Ziff$32.0 BRequest info...11/2/2012Request info...
68Frank Russell
Investments
$24.9 BRequest info...3/31/2012Request info...
69RS Investments$21.9 BRequest info...6/30/2012Request info...
70Virtus Investment
Partners
$21.4 BRequest info...9/30/2012Request info...
71Gabelli Investors$20.0 BRequest info...9/30/2012Request info...
72Matthews Asia
Funds
$19.7 BRequest info...11/30/2012Request info...
73Avenue Capital
Management
$12.1 BRequest info...1/24/2012Request info...
74Scout
Investments
$12.1 BRequest info...9/30/2012Request info...
75USSA Investment
Management
$12 BRequest info...11/30/2012Request info...
76Oakmark Funds$6.7 BRequest info...9/30/2012Request info...
77Brown Brother
Harriman
$6.0 BRequest info...3/31/2012Request info...
78Heartland
Advisors
$5.5 BRequest info...9/30/2012Request info...
79Aston Funds$5.0 BRequest info...10/23/2012Request info...
80Ariel
Investments
$4.7 BRequest info...9/30/2012Request info...
81Tweedy Browne
Co
$4.7 BRequest info...3/31/2012Request info...
82Saturna Capital$3.8 BRequest info...9/11/2012Request info...
83Mainstay Capital$1.24 BRequest info...10/17/2012Request info...
84US Global
Investments
$1.7 BRequest info...9/30/2012Request info...
85FAM Funds$1.5 BRequest info...9/30/2012Request info...
86 (43 a)Pioneer
Investments
$197.9 BRequest info...10/31/2012Request info...

Mike Dunn |Author | Copyright 2013
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