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Mutual Funds Scorecard: January 26 Edition
Iuri Struta
|
Check out the latest edition of mutual funds scorecard.
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 (%)
Selected Filters:
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 | $7,210,105.09 | 1929 | 190 | 9.1 | 0.09% | 100.00% |
| Fidelity Investments | $3,439,834.45 | 1930 | 508 | 9.5 | 0.42% | 70.65% |
| American Funds | $2,319,505.83 | 1934 | 69 | 8.9 | 0.71% | 78.66% |
| iShares | $2,026,186.05 | 1996 | 381 | 6.9 | 0.20% | 100.00% |
| State Street Global Advisors | $1,002,733.70 | 1935 | 193 | 15.7 | 0.18% | 97.94% |
| T. Rowe Price | $987,615.96 | 1939 | 169 | 9.6 | 0.59% | 100.00% |
| J.P. Morgan | $923,354.43 | 1987 | 145 | 10.3 | 0.68% | 75.00% |
| The Vanguard Group | $827,056.14 | 1992 | 1 | 14.1 | 0.05% | 100.00% |
| BlackRock | $789,638.75 | 1973 | 224 | 10.5 | 0.68% | 73.16% |
| Invesco | $715,855.58 | 1946 | 391 | 12.3 | 0.67% | 73.78% |
| Franklin Templeton | $584,703.32 | 1948 | 312 | 9.6 | 0.91% | 62.55% |
| TIAA Investments | $542,836.20 | 1952 | 88 | 8.7 | 0.39% | 100.00% |
| Dimensional Fund Advisors | $462,497.38 | 1981 | 111 | 6.1 | 0.36% | 100.00% |
| Goldman Sachs | $455,584.46 | 1988 | 123 | 20.4 | 0.61% | 77.90% |
| PIMCO | $438,320.50 | 1987 | 136 | 6.6 | 1.19% | 68.53% |
| Federated | $391,173.53 | 1968 | 90 | 14.3 | 0.70% | 65.40% |
| MFS | $381,828.20 | 1924 | 95 | 8.5 | 1.05% | 59.97% |
| Morgan Stanley | $313,159.94 | 1981 | 83 | 13.8 | 0.66% | 70.66% |
| Charles Schwab | $300,306.60 | 1990 | 68 | 9.5 | 0.24% | 100.00% |
| Wells Fargo | $294,891.09 | 1968 | 112 | 14.1 | 0.61% | 62.60% |
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