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Trending: 3 Top Performing Large-Cap Equity Funds
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Large-cap stocks have underperformed many other asset classes over the past 52 weeks,...
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 | $7,586,623.06 | 1929 | 183 | 10.0 | 0.09% | 100.00% |
| Fidelity Investments | $3,522,451.33 | 1930 | 512 | 9.7 | 0.38% | 70.52% |
| American Funds | $2,352,274.51 | 1934 | 69 | 8.9 | 0.78% | 78.95% |
| iShares | $2,247,698.42 | 1996 | 386 | 6.6 | 0.18% | 100.00% |
| State Street Global Advisors | $1,229,128.21 | 1935 | 188 | 16.2 | 0.16% | 97.94% |
| J.P. Morgan | $1,010,465.44 | 1987 | 153 | 11.0 | 0.58% | 76.03% |
| BlackRock | $893,713.19 | 1973 | 217 | 11.7 | 0.60% | 71.24% |
| T. Rowe Price | $885,588.95 | 1939 | 183 | 7.7 | 0.61% | 100.00% |
| The Vanguard Group | $827,056.14 | 1992 | 1 | 14.1 | 0.05% | 100.00% |
| Invesco | $749,860.85 | 1946 | 393 | 13.4 | 0.58% | 75.78% |
| TIAA Investments | $533,650.24 | 1952 | 88 | 9.7 | 0.35% | 100.00% |
| Franklin Templeton | $521,531.67 | 1948 | 287 | 10.5 | 0.84% | 62.03% |
| Goldman Sachs | $521,061.98 | 1988 | 128 | 21.2 | 0.57% | 77.81% |
| Dimensional Fund Advisors | $489,438.29 | 1981 | 127 | 6.7 | 0.26% | 100.00% |
| PIMCO | $419,931.88 | 1987 | 135 | 7.2 | 0.94% | 69.32% |
| MFS | $388,230.02 | 1924 | 99 | 8.2 | 1.08% | 65.24% |
| Federated | $352,719.34 | 1968 | 89 | 15.8 | 0.57% | 66.35% |
| Morgan Stanley | $332,468.13 | 1981 | 79 | 15.9 | 0.50% | 72.37% |
| Charles Schwab | $299,000.81 | 1990 | 72 | 10.1 | 0.20% | 100.00% |
| Schwab ETFs | $257,114.89 | 2009 | 27 | 6.5 | 0.08% | 100.00% |
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