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Planning to Retire at 62? Here's How to Prepare
Justin Kuepper
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Let's take a look at how you can prepare to retire at 62...
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 | $8,266,180.50 | 1929 | 191 | 9.7 | 0.10% | 100.00% |
| Fidelity Investments | $3,806,884.52 | 1930 | 522 | 9.6 | 0.40% | 71.05% |
| American Funds | $2,557,657.08 | 1934 | 69 | 9.1 | 0.80% | 78.66% |
| iShares | $2,296,329.03 | 1996 | 381 | 7.0 | 0.18% | 100.00% |
| State Street Global Advisors | $1,156,414.18 | 1935 | 185 | 16.2 | 0.17% | 97.85% |
| T. Rowe Price | $1,063,238.45 | 1939 | 183 | 10.1 | 0.62% | 100.00% |
| J.P. Morgan | $1,037,438.23 | 1987 | 150 | 10.6 | 0.60% | 75.18% |
| BlackRock | $928,632.92 | 1973 | 213 | 11.3 | 0.59% | 71.01% |
| The Vanguard Group | $827,056.14 | 1992 | 1 | 14.1 | 0.05% | 100.00% |
| Invesco | $812,038.57 | 1946 | 391 | 12.9 | 0.62% | 75.76% |
| Franklin Templeton | $608,874.47 | 1948 | 295 | 10.3 | 0.85% | 62.05% |
| TIAA Investments | $587,247.32 | 1952 | 88 | 9.3 | 0.34% | 100.00% |
| Goldman Sachs | $532,061.49 | 1988 | 121 | 20.7 | 0.57% | 77.78% |
| Dimensional Fund Advisors | $508,639.67 | 1981 | 112 | 7.3 | 0.28% | 100.00% |
| PIMCO | $471,532.44 | 1987 | 136 | 6.8 | 0.93% | 68.85% |
| MFS | $427,504.08 | 1924 | 99 | 8.0 | 1.14% | 60.48% |
| Federated | $387,680.23 | 1968 | 88 | 15.1 | 0.59% | 66.24% |
| Morgan Stanley | $376,446.84 | 1981 | 83 | 15.0 | 0.56% | 71.57% |
| Wells Fargo | $296,041.96 | 1968 | 108 | 14.5 | 0.57% | 62.45% |
| Charles Schwab | $295,625.98 | 1990 | 71 | 9.4 | 0.19% | 100.00% |
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