1
Expert Opinion
How to Identify Undervalued Companies
RJ Assaly
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Even in the best of times it can be hard to tell if...
This is a list of all fund companies with key data, such as total net assets under management (AUM), number of funds, oldest fund launched in, avg. expense ratio, avg. manager tenure, and % of no load funds.
Net Assets
Min ($M USD)
Max ($M USD)
Avg. Expense Ratio
Max (%)
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We use proprietary Primary share classes for easier table navigation. This way you’ll only see one row for each fund.
| Fund Company Name | Net Assets ($M USD) | Oldest Fund Launched In | Number of Funds | Avg. Manager Tenure (yrs) | Avg. Expense Ratio | % of No Load Funds |
|---|---|---|---|---|---|---|
| Vanguard | $5,813,838.82 | 1929 | 180 | 8.5 | 0.09% | 100.00% |
| Fidelity Investments | $2,852,993.86 | 1930 | 480 | 9.6 | 0.42% | 69.94% |
| American Funds | $1,828,073.31 | 1934 | 68 | 10.0 | 0.80% | 76.72% |
| JPMorgan | $836,282.38 | 1987 | 112 | 11.3 | 0.66% | 73.69% |
| The Vanguard Group | $827,056.14 | 1992 | 1 | 14.1 | 0.05% | 100.00% |
| T. Rowe Price | $777,535.84 | 1939 | 165 | 9.7 | 0.55% | 100.00% |
| BlackRock | $729,389.05 | 1973 | 218 | 10.9 | 0.68% | 71.92% |
| Goldman Sachs | $470,981.68 | 1988 | 99 | 21.9 | 0.59% | 77.23% |
| TIAA Investments | $444,927.71 | 1952 | 89 | 9.1 | 0.39% | 100.00% |
| Federated | $430,664.65 | 1968 | 90 | 14.1 | 0.72% | 65.06% |
| Dimensional Fund Advisors | $384,412.78 | 1981 | 106 | 5.7 | 0.37% | 100.00% |
| Invesco | $379,859.19 | 1946 | 184 | 11.8 | 0.89% | 65.99% |
| PIMCO | $365,530.74 | 1987 | 119 | 5.8 | 1.22% | 67.49% |
| Franklin Templeton | $324,897.04 | 1948 | 113 | 11.0 | 0.88% | 52.94% |
| Charles Schwab | $306,649.09 | 1990 | 67 | 9.7 | 0.32% | 100.00% |
| MFS | $287,624.81 | 1924 | 95 | 8.6 | 1.08% | 59.89% |
| Morgan Stanley | $279,638.61 | 1981 | 86 | 13.5 | 0.60% | 71.25% |
| Wells Fargo | $266,922.96 | 1968 | 116 | 14.3 | 0.58% | 62.45% |
| Northern Funds | $214,385.33 | 1985 | 48 | 10.6 | 0.27% | 100.00% |
| Dreyfus | $203,226.51 | 1974 | 24 | 15.9 | 0.39% | 100.00% |
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