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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 | $7,908,805.06 | 1929 | 191 | 9.5 | 0.09% | 100.00% |
| Fidelity Investments | $3,709,954.81 | 1930 | 519 | 9.6 | 0.41% | 71.17% |
| American Funds | $2,542,861.95 | 1934 | 69 | 8.8 | 0.71% | 78.66% |
| iShares | $2,266,832.00 | 1996 | 384 | 7.6 | 0.19% | 100.00% |
| State Street Global Advisors | $1,144,307.18 | 1935 | 184 | 15.7 | 0.17% | 97.84% |
| T. Rowe Price | $1,054,909.94 | 1939 | 169 | 9.8 | 0.60% | 100.00% |
| J.P. Morgan | $1,045,494.33 | 1987 | 148 | 10.5 | 0.66% | 75.25% |
| BlackRock | $939,283.47 | 1973 | 211 | 11.1 | 0.64% | 72.48% |
| The Vanguard Group | $827,056.14 | 1992 | 1 | 14.1 | 0.05% | 100.00% |
| Invesco | $799,301.54 | 1946 | 385 | 12.5 | 0.64% | 75.69% |
| Franklin Templeton | $599,002.45 | 1948 | 300 | 9.8 | 0.90% | 61.51% |
| TIAA Investments | $580,016.07 | 1952 | 88 | 9.2 | 0.39% | 100.00% |
| Goldman Sachs | $513,008.92 | 1988 | 123 | 20.5 | 0.62% | 77.69% |
| Dimensional Fund Advisors | $488,087.73 | 1981 | 112 | 6.3 | 0.36% | 100.00% |
| PIMCO | $455,269.01 | 1987 | 135 | 6.9 | 0.94% | 68.71% |
| MFS | $424,515.15 | 1924 | 98 | 8.6 | 1.04% | 60.14% |
| Federated | $393,097.68 | 1968 | 88 | 14.7 | 0.71% | 65.91% |
| Morgan Stanley | $354,498.62 | 1981 | 85 | 14.4 | 0.64% | 71.03% |
| Wells Fargo | $310,577.18 | 1968 | 108 | 14.2 | 0.60% | 62.45% |
| Charles Schwab | $298,326.79 | 1990 | 71 | 9.3 | 0.22% | 100.00% |
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