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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 | $7,517,877.66 | 1929 | 191 | 9.3 | 0.09% | 100.00% |
| Fidelity Investments | $3,568,825.75 | 1930 | 515 | 9.5 | 0.42% | 70.80% |
| American Funds | $2,412,260.53 | 1934 | 69 | 8.7 | 0.71% | 78.66% |
| iShares | $2,139,567.82 | 1996 | 382 | 7.4 | 0.19% | 100.00% |
| State Street Global Advisors | $1,073,890.67 | 1935 | 185 | 15.6 | 0.17% | 97.85% |
| T. Rowe Price | $1,014,717.39 | 1939 | 169 | 9.8 | 0.60% | 100.00% |
| J.P. Morgan | $1,003,962.94 | 1987 | 148 | 10.4 | 0.65% | 75.25% |
| BlackRock | $896,099.95 | 1973 | 220 | 11.0 | 0.65% | 72.89% |
| The Vanguard Group | $827,056.14 | 1992 | 1 | 14.1 | 0.05% | 100.00% |
| Invesco | $748,980.81 | 1946 | 386 | 12.3 | 0.66% | 75.39% |
| Franklin Templeton | $579,703.60 | 1948 | 300 | 9.7 | 0.90% | 61.51% |
| TIAA Investments | $557,715.90 | 1952 | 88 | 9.0 | 0.39% | 100.00% |
| Goldman Sachs | $493,924.70 | 1988 | 123 | 20.5 | 0.62% | 77.81% |
| Dimensional Fund Advisors | $491,829.37 | 1981 | 111 | 6.2 | 0.36% | 100.00% |
| PIMCO | $442,648.44 | 1987 | 136 | 6.8 | 1.19% | 68.69% |
| MFS | $398,640.49 | 1924 | 96 | 8.7 | 1.04% | 60.14% |
| Federated | $387,846.67 | 1968 | 87 | 14.6 | 0.70% | 65.79% |
| Morgan Stanley | $334,609.10 | 1981 | 84 | 14.1 | 0.65% | 70.40% |
| Charles Schwab | $297,674.61 | 1990 | 71 | 9.4 | 0.23% | 100.00% |
| Wells Fargo | $292,031.94 | 1968 | 110 | 14.2 | 0.61% | 62.32% |
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