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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 | $8,406,135.09 | 1929 | 194 | 9.7 | 0.10% | 100.00% |
| Fidelity Investments | $3,955,375.19 | 1930 | 526 | 9.6 | 0.40% | 71.14% |
| American Funds | $2,676,645.37 | 1934 | 69 | 9.1 | 0.79% | 78.66% |
| iShares | $2,405,336.17 | 1996 | 384 | 7.2 | 0.18% | 100.00% |
| State Street Global Advisors | $1,225,710.49 | 1935 | 185 | 16.4 | 0.16% | 97.90% |
| T. Rowe Price | $1,100,356.39 | 1939 | 183 | 7.3 | 0.62% | 100.00% |
| J.P. Morgan | $1,060,719.27 | 1987 | 152 | 10.7 | 0.60% | 75.46% |
| BlackRock | $929,049.53 | 1973 | 219 | 11.2 | 0.59% | 71.36% |
| Invesco | $854,368.79 | 1946 | 395 | 13.1 | 0.61% | 75.83% |
| The Vanguard Group | $827,056.14 | 1992 | 1 | 14.1 | 0.05% | 100.00% |
| Franklin Templeton | $613,135.31 | 1948 | 294 | 10.4 | 0.85% | 61.84% |
| TIAA Investments | $609,908.54 | 1952 | 88 | 9.4 | 0.34% | 100.00% |
| Goldman Sachs | $534,520.96 | 1988 | 124 | 20.5 | 0.58% | 77.87% |
| Dimensional Fund Advisors | $524,607.78 | 1981 | 111 | 7.4 | 0.28% | 100.00% |
| PIMCO | $471,172.83 | 1987 | 136 | 6.9 | 0.93% | 68.85% |
| MFS | $445,482.40 | 1924 | 98 | 8.0 | 1.14% | 60.56% |
| Federated | $390,545.28 | 1968 | 89 | 15.1 | 0.60% | 66.45% |
| Morgan Stanley | $379,178.75 | 1981 | 83 | 15.0 | 0.57% | 71.57% |
| Charles Schwab | $304,311.37 | 1990 | 70 | 9.4 | 0.19% | 100.00% |
| Wells Fargo | $296,220.42 | 1968 | 108 | 14.5 | 0.58% | 62.45% |
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