All Fund Companies

Fund Company Name	Net Assets ($M USD)	Oldest Fund Launched In	Number of Funds	Expense Ratio Range
Vanguard	$12,571,067.56	1994	193	0.01% - 1.8%
Fidelity	$3,751,972.15	1994	551	0.0% - 7.03%
BlackRock	$3,652,019.43	1989	628	0.01% - 5.97%
Capital Group	$2,655,256.26	1986	94	0.24% - 2.01%
State Street	$1,546,920.55	1980	200	0.02% - 1.45%
Invesco	$920,776.04	1946	344	0.0% - 8.81%
T. Rowe Price	$885,590.65	1939	189	0.05% - 16.32%
TIAA	$718,730.19	1976	214	0.05% - 4.71%
J.P. Morgan	$704,517.56	1994	153	0.02% - 5.02%
Charles Schwab	$650,086.31	1994	102	0.02% - 1.29%
Dimensional	$589,733.05	1994	144	0.09% - 0.79%
Franklin Templeton	$541,334.23	1994	270	0.01% - 22.29%
PIMCO	$416,356.73	1994	138	0.01% - 7.24%
MFS	$408,285.01	1994	97	0.37% - 12.86%
Goldman Sachs	$386,046.16	1988	132	0.08% - 6.42%
John Hancock	$265,721.05	1985	172	0.28% - 9.4%
Dodge & Cox	$264,711.78	1994	7	0.41% - 1.08%
American Century	$220,866.73	1971	139	0.15% - 2.49%
Ameriprise Financial	$213,454.28	1970	113	0.15% - 21.8%
First Trust	$198,852.48	2003	276	0.01% - 6.39%

Fund Company Name

Net Assets ($M USD)

Oldest Fund Launched In

Number of Funds

Expense Ratio Range

Vanguard

$12,571,067.56

1994

193

0.01% - 1.8%

Fidelity

$3,751,972.15

1994

551

0.0% - 7.03%

BlackRock

$3,652,019.43

1989

628

0.01% - 5.97%

Capital Group

$2,655,256.26

1986

0.24% - 2.01%

State Street

$1,546,920.55

1980

200

0.02% - 1.45%

Invesco

$920,776.04

1946

344

0.0% - 8.81%

T. Rowe Price

$885,590.65

1939

189

0.05% - 16.32%

TIAA

$718,730.19

1976

214

0.05% - 4.71%

J.P. Morgan

$704,517.56

1994

153

0.02% - 5.02%

Charles Schwab

$650,086.31

1994

102

0.02% - 1.29%

Dimensional

$589,733.05

1994

144

0.09% - 0.79%

Franklin Templeton

$541,334.23

1994

270

0.01% - 22.29%

PIMCO

$416,356.73

1994

138

0.01% - 7.24%

MFS

$408,285.01

1994

0.37% - 12.86%

Goldman Sachs

$386,046.16

1988

132

0.08% - 6.42%

John Hancock

$265,721.05

1985

172

0.28% - 9.4%

Dodge & Cox

$264,711.78

1994

0.41% - 1.08%

American Century

$220,866.73

1971

139

0.15% - 2.49%

Ameriprise Financial

$213,454.28

1970

113

0.15% - 21.8%

First Trust

$198,852.48

2003

276

0.01% - 6.39%

Using Texting to Boost Productivity, Client Acquisition Strategies and Helping Your Clients Survive a Layoff

Kristan Wojnar, RCC™

Dec 23, 2024

We are examining three different but important topics this week, including texting, client...

News

Transformative Technology Strategies Lead in Tumultuous Markets

Shauvik Haldar

Dec 20, 2024

The broader markets reversed course and was down for the rolling month.

Active ETFs: The Tax-Efficient Alpha Boost for Your Portfolio

Aaron Levitt

Dec 19, 2024

Active ETFs combine tax efficiency and the potential for higher after-tax returns, making...