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Overrated Marketing Tactics, Managing Capacity Issues and Affluent Website Strategies
Kristan Wojnar, RCC™
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We are focusing on three powerful themes this week.
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.
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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 | $7,560,364.18 | 1929 | 183 | 10.0 | 0.09% | 100.00% |
| Fidelity Investments | $3,602,860.95 | 1930 | 530 | 9.6 | 0.38% | 70.95% |
| American Funds | $2,341,155.38 | 1934 | 69 | 9.0 | 0.78% | 78.95% |
| iShares | $2,201,690.92 | 1996 | 386 | 6.6 | 0.18% | 100.00% |
| State Street Global Advisors | $1,204,115.76 | 1935 | 188 | 16.2 | 0.16% | 97.93% |
| J.P. Morgan | $993,460.32 | 1987 | 153 | 10.9 | 0.58% | 75.95% |
| T. Rowe Price | $896,693.11 | 1939 | 183 | 7.7 | 0.61% | 100.00% |
| BlackRock | $888,394.72 | 1973 | 217 | 11.6 | 0.60% | 71.24% |
| The Vanguard Group | $827,056.14 | 1992 | 1 | 14.1 | 0.05% | 100.00% |
| Invesco | $776,467.58 | 1946 | 393 | 13.7 | 0.57% | 75.78% |
| Goldman Sachs | $541,819.90 | 1988 | 128 | 21.4 | 0.56% | 77.81% |
| TIAA Investments | $534,170.46 | 1952 | 88 | 9.8 | 0.35% | 100.00% |
| Franklin Templeton | $527,569.11 | 1948 | 286 | 10.4 | 0.84% | 61.97% |
| Dimensional Fund Advisors | $474,462.66 | 1981 | 127 | 6.4 | 0.26% | 100.00% |
| PIMCO | $424,503.04 | 1987 | 134 | 7.2 | 0.94% | 69.25% |
| MFS | $388,307.20 | 1924 | 99 | 8.2 | 1.08% | 63.75% |
| Federated | $351,012.38 | 1968 | 89 | 15.6 | 0.57% | 66.56% |
| Morgan Stanley | $325,903.88 | 1981 | 80 | 15.7 | 0.51% | 72.17% |
| Charles Schwab | $291,164.78 | 1990 | 72 | 9.9 | 0.20% | 100.00% |
| Allspring Global Investments | $256,000.61 | 1968 | 106 | 15.0 | 0.57% | 62.74% |
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