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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 | $5,999,515.80 | 1929 | 180 | 8.3 | 0.09% | 100.00% |
| Fidelity Investments | $2,811,556.52 | 1930 | 469 | 9.1 | 0.42% | 69.09% |
| American Funds | $1,882,387.75 | 1934 | 64 | 10.1 | 0.77% | 56.19% |
| The Vanguard Group | $827,056.14 | 1992 | 1 | 14.1 | 0.05% | 100.00% |
| BlackRock | $466,008.50 | 1986 | 97 | 11.3 | 0.67% | 69.94% |
| TIAA Investments | $462,376.64 | 1952 | 89 | 8.9 | 0.39% | 100.00% |
| Dimensional Fund Advisors | $431,607.45 | 1981 | 105 | 6.4 | 0.38% | 100.00% |
| Goldman Sachs | $339,521.94 | 1988 | 98 | 19.9 | 0.65% | 77.10% |
| Franklin Templeton | $337,390.26 | 1948 | 105 | 10.6 | 0.86% | 53.85% |
| Charles Schwab | $302,890.51 | 1990 | 67 | 9.4 | 0.30% | 100.00% |
| JPMorgan | $256,481.90 | 1987 | 19 | 13.9 | 0.50% | 85.00% |
| Invesco | $221,912.68 | 1946 | 83 | 10.7 | 0.80% | 66.86% |
| Dodge & Cox | $198,043.41 | 1931 | 6 | 12.9 | 0.52% | 100.00% |
| Federated | $174,851.99 | 1968 | 58 | 14.5 | 0.76% | 67.65% |
| Columbia | $159,471.29 | 1970 | 116 | 7.4 | 0.78% | 80.99% |
| Dreyfus | $156,524.35 | 1974 | 24 | 15.4 | 0.38% | 100.00% |
| MFS | $133,435.34 | 2002 | 29 | 9.3 | 1.31% | 49.41% |
| American Century Investments | $131,778.73 | 1972 | 101 | 10.4 | 0.86% | 76.37% |
| Hartford | $115,975.96 | 1977 | 70 | 7.8 | 0.98% | 78.73% |
| Wells Fargo | $108,590.21 | 1968 | 26 | 11.6 | 0.45% | 58.72% |
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