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Assessing the Impact of COVID-19 on the Municipal Debt Market
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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 | $6,535,525.81 | 1929 | 192 | 8.9 | 0.09% | 100.00% |
| Fidelity Investments | $3,125,632.97 | 1930 | 508 | 9.6 | 0.42% | 70.65% |
| American Funds | $2,077,812.96 | 1934 | 69 | 9.6 | 0.80% | 76.31% |
| iShares | $1,769,660.74 | 1996 | 376 | 6.8 | 0.19% | 100.00% |
| T. Rowe Price | $890,774.51 | 1939 | 166 | 10.1 | 0.58% | 100.00% |
| State Street Global Advisors | $890,252.59 | 1935 | 193 | 15.6 | 0.18% | 97.62% |
| JPMorgan | $887,209.18 | 1987 | 143 | 11.2 | 0.67% | 74.89% |
| The Vanguard Group | $827,056.14 | 1992 | 1 | 14.1 | 0.05% | 100.00% |
| BlackRock | $749,620.54 | 1973 | 226 | 10.6 | 0.69% | 73.26% |
| Invesco | $647,466.93 | 1946 | 387 | 12.5 | 0.67% | 73.46% |
| Franklin Templeton | $538,169.32 | 1948 | 292 | 10.9 | 0.88% | 61.57% |
| TIAA Investments | $495,303.37 | 1952 | 89 | 10.3 | 0.40% | 100.00% |
| Goldman Sachs | $436,957.23 | 1988 | 126 | 20.5 | 0.60% | 77.98% |
| PIMCO | $417,815.01 | 1987 | 136 | 6.3 | 1.20% | 68.47% |
| Dimensional Fund Advisors | $409,930.31 | 1981 | 107 | 6.0 | 0.37% | 100.00% |
| Federated | $407,285.76 | 1968 | 90 | 14.3 | 0.68% | 65.61% |
| MFS | $339,437.87 | 1924 | 95 | 8.9 | 1.06% | 59.97% |
| Wells Fargo | $309,614.01 | 1968 | 112 | 14.3 | 0.57% | 62.60% |
| Charles Schwab | $298,631.80 | 1990 | 68 | 9.6 | 0.29% | 100.00% |
| Morgan Stanley | $277,710.23 | 1981 | 83 | 13.6 | 0.66% | 70.57% |
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