Catapult Your Business Through Strong Branding
Kristan Wojnar, RCC™
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Your brand is the most important investment you can make in your advisory...
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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 | $7,586,623.06 | 1929 | 183 | 10.0 | 0.09% | 100.00% |
The Vanguard Group, Inc. | $7,423,422.77 | 1994 | 173 | 10.1 | 0.08% | 100.00% |
Fidelity Investments | $3,522,451.33 | 1930 | 512 | 9.7 | 0.38% | 70.52% |
Fidelity Group of Funds | $2,860,879.87 | 1994 | 477 | 7.7 | 0.28% | 70.80% |
American Funds | $2,352,274.51 | 1934 | 69 | 8.9 | 0.78% | 78.95% |
Capital Group Fund Group | $2,278,334.69 | 1986 | 72 | 8.8 | 0.27% | 78.84% |
iShares | $2,247,698.42 | 1996 | 386 | 6.6 | 0.18% | 100.00% |
BlackRock | $1,758,975.01 | 1989 | 500 | 7.0 | 0.76% | 70.60% |
State Street Global Advisors | $1,229,128.21 | 1935 | 188 | 16.2 | 0.16% | 97.94% |
J.P. Morgan | $1,010,465.44 | 1987 | 153 | 11.0 | 0.58% | 76.03% |
The Vanguard Group | $827,056.14 | 1992 | 1 | 14.1 | 0.05% | 100.00% |
TROWEPRICE | $736,908.07 | 1939 | 173 | 8.3 | 0.60% | 100.00% |
TIAA Investments | $533,650.24 | 1952 | 88 | 9.7 | 0.35% | 100.00% |
Dimensional Fund Advisors | $489,438.29 | 1981 | 127 | 6.7 | 0.26% | 100.00% |
JPMorgan Funds | $463,715.62 | 1994 | 94 | 7.6 | 0.73% | 73.65% |
MFS Funds | $370,714.59 | 1994 | 88 | 8.2 | 1.03% | 65.17% |
PIMCOFUNDS | $360,125.97 | 1994 | 118 | 7.3 | 1.03% | 68.55% |
Federated | $352,719.34 | 1968 | 89 | 15.8 | 0.57% | 66.35% |
Goldman Sachs Fund Complex | $338,426.08 | 1988 | 88 | 20.8 | 0.43% | 76.42% |
Dimensional Funds | $307,599.02 | 1994 | 44 | 6.2 | 0.23% | 100.00% |
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Kristan Wojnar, RCC™
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Your brand is the most important investment you can make in your advisory...
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