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Mutual Fund Directory By Assets Under Management for 2013

Below a list of the larger mutual fund companies ranked by the key metric of assets under management. This will give you an idea of the size. This is a great place to start. Check out my other blogs for strategies and new investment tactics and concepts. Bigger can be be cheaper but not always better. Keep in mind paying just a little more for good service pays for itself many times over. If you pay a company an extra 1 percent in commissions and they save from making a 5 percent mistake or help you gain an extra 10% it’s worth it.


2013 List of Mutual Fund Companies by Assets Under Management

1Black Rock Funds $3,684.0 B3/31/2012 $10,000.0 B
2State Street Global Investments 2,000.0 B3/31/2012 $2,302.0 B
3Allianz Gobal Investors/PIMCO 1,700.0 B3/31/2012 $1,700.0 B
4Vanguard 1,600.0 B1/1/2012 $1,600.0 B
5Fidelity Investments 1,436.6 B2/12/2012 $3,636.2 B
6Credit Suisse 1,337.0 B3/31/2012 $1,337.0 B
7BYN Mellon (Dreyfus) 1,300.0 B3/31/2012 $2,602.0 B
8JP Morgan 1,300.0 B3/31/2012 $1,300.0 B
9BNP Paribas 1,085.2 B9/30/2011 $5,800.0 B
10Prudential Investments943.0B3/31/2012$943.0B
11American Funds Investments850.0B12/31/2011$850.0B
12Goldman Sachs Asset Management842.0B3/31/2012$842.0B
13UBS827.5B3/31/2012 $1,610.0 B
14Natixis Global Associates772.0B3/31/2012$772.0B
15Sun Life Gobal + MFS (Can)*727.0B3/30/2012$727.0B
16Franklin Tempelton726.4B4/30/2012$726.4B
17Deutsche Asset Management721.0B3/31/2012$721.0B
18BofA Merrill Lynch693.0B4/20/2012 $2,200.0 B
20Legg Mason639.0B4/30/2012$639.0B
21T Rowe Price554.8B3/31/2012$554.8B
23Ameriprise Financial463.0B3/31/2012$675.0B
24Barclays Global Investments435.0B4/15/2012 $3,360.0 B
25Alliance Bernstein418.0B4/30/2012$418.0B
26Principal Financial Group364.1B3/30/2012$364.1B
27Federated Investors363.6B3/30/2012$363.6B
28Ameriprise Financial334.0B4/30/2012$334.0B
29RBC Global Wealth311.6B5/2/2012$311.6B
30Morgan Stanley304.0B3/31/2012$304.0B
31Nomrua Asset Management281.0B12/31/2012$281.0B
32Mellon Capital243.3B4/30/2012$243.3B
33Harbor Funds (Robeco Groep) SUI226.0B1/26/2012$226.0B
34TD Ameritrade225.0B4/30/2012$225.0B
35Old Mutual222.0B5/12/2012$222.0B
36Dimensional Fund Advisors213.0B12/31/2011$213.7B
37The Hartford207.0B3/31/2012$207.0B
38Pioneer Investments203.6B12/5/2011$203.6B
39Dodge & Cox199.0B2/28/2012$199.0B
40Eaton Vance Distributors197.2B3/31/2012$197.2B
41Julius Baer Securites190.4B4/30/2012$286.7B
42Janus Capital Group164.0B3/31/2012$164.0B
43Babson Captial Management142.8B5/11/2012$142.8B
44MacKenzie Investments (Can)128.0B3/31/2012$128.0B
45Putnam Investments124.0B4/30/2012$124.0B
46Calvert Funds122.2B5/14/2012$122.2B
47John Hancock Funds117.0B9/30/2011$117.0B
48American Century Investments103.0B12/31/2011$103.0B
49Lord Abbott & Co102.0B3/31/2012$102.0B
50LPL Financial101.8B3/31/2012$354.0B
51Waddell & Reed93.7B3/31/2012$93.7B
52Davis Select Advisors71.2B3/31/2012$71.2B
53First Eagle Funds Distributors67.0B3/31/2012$67.0B
54MAN Group59.0B4/30/2012$59.0B
55Wells Fargo52.7B12/31/2011 $1,200.0 B
56TransAmerica Funds49.9B2/28/2012$49.9B
57American Beacon46.6B1/31/2012$46.6B
58RS Investments45.0B3/31/2012$45.0B
59Oakmark Funds42.0B3/31/2012$42.0B
60Virtus Investment Partnerss38.0B3/31/2012$38.0B
61Gabelli Investors36.7B3/31/2012$36.7B
62Charles Schwab36.2B3/31/2012 $1,830.0 B
63Sterling Capital (BB&T)34.0B3/22/2012$34.0B
65Frank Russell Investments24.9B1/30/2012$24.9B
67Oppenheimer Funds20.1B3/31/2012$83.2B
68Brown Brother Harriman18.8B5/1/2012$18.8B
69Avenue Capital Management12.1B1/24/2012$12.1B
70USSA Investment Management12.0B12/31/2012$12.0B
71Tweedy Browne Co4.7B3/31/2012$4.7B
72US Gobal Investments1.9B3/31/2012$1.9B
73Mainstay Capital1.1B12/31/2012$1.1B

* Note: Best efforts were used to use 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 perspectis. Any Securities Company PR updates, corrections, additions or advertising requests can be sent to 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.

Like in Vegas, you, and most people, can hit it big every now then. However, the Fund Managers have such an advantage in information, key contacts and vast resources over individual investors it’s not even close. Like in Vegas, you’re best odds are 48.5%. In other words, you lose over time and the house always wins. Mutual Funds even the playing field for the individual investor in two ways. They spread your micro-economic risk by spreading your investment over many stocks so if one tanks your overall investment is not devastated and 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. So you need to decided 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 law suit of XYZ’s consumer division or another companies 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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An entrepreneur at heart, Mike Dunn launched his first computer training and software development business when he was just 21 years old. With Bachelor’s degrees in both Finance and Information Systems with minors in Economics and Psychology, Dunn embarked on a sales career for AT&T/BellSouth. He soared to the top of his field, matching customers’ corporate goals and objectives to bleeding-edge technology. He has leveraged his 20+ years of leadership in the sales field to help others succeed through his training company, Game Changing Business As a thought leader in Internet-related finance, Dunn has been at the forefront of recognizing and acting on game-changing strategies. He melds his expertise in sales and finance in order to quantify return on investment for what Nassim Taleb termed Black Swan Events. Dunn’s current project, Mutual Fund Marketing, focuses on helping Mutual Fund Companies leverage Social Media/Call Center and Mutual Funds sales best practices into a powerful combination to help mutual fund companies achieve and exceed their corporate metrics and goals.

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