Top 25 complexes ranked by assets in U.S. diversified equity funds, $ in billions
Top 25 complexes ranked by assets in U.S. diversified equity funds, $ in billions…
Top 25 complexes ranked by assets in U.S. diversified equity funds, $ in billions | ||||||||
Fund group | 2006 | 2005 | 2004 | 2003 | 2002 | Address | Contact | |
1. | Fidelity | $496.04 | $440.09 | $403.54 | $291.62 | $394.30 | 82 Devonshire St., Boston, MA 02109 | (800) 522-7297 |
2. | Vanguard | 477.4 | 401.53 | 341.30 | 220.44 | 290.95 | P.O. Box 2600, Valley Forge, PA 19482 | (800) 662-7447 |
3. | American Funds | 383.07 | 313.88 | 266.87 | 166.19 | 203.31 | 333 S. Hope St., 52nd Floor, Los Angeles, CA 90071 | (800) 421-4120 |
4. | T. Rowe Price | 76.43 | 59.41 | 43.70 | 30.98 | 39.24 | 100 E. Pratt St., Baltimore, MD 21202 | (800) 638-5660 |
5. | Hartford Mutual Funds | 66.68 | 55.69 | 45.30 | 27.59 | 37.24 | P.O. Box 64284, St. Paul, MN 55164 | (888) 843-7824 |
6. | Janus | 59.36 | 53.07 | 58.77 | 48.45 | 74.13 | 100 Fillmore St., Denver, CO 80206 | (800) 295-2687 |
7. | American Century Investments | 58.83 | 57.81 | 54.08 | 39.70 | 56.73 | 4500 Main St., Kansas City, MO 64111 | (800) 345-2021 |
8. | Franklin Templeton Investments | 57.63 | 49.26 | 44.90 | 30.19 | 39.23 | 51 John F. Kennedy Parkway, Short Hills, NJ 07078 | (800) 342-5236 |
9. | Columbia | 57.26 | 41.73 | 36.81 | 21.88 | 23.38 | One Financial Center, Boston, MA 02111 | (800) 322-2847 |
10. | Dodge & Cox | 56.55 | 45.22 | 34.58 | 14.82 | 11.73 | 555 California St., 40th Floor, San Francisco, CA 94104 | (800) 621-3979 |
11. | Putnam | 54.68 | 58.76 | 70.63 | 62.74 | 102.04 | One Post Office Square, Boston, MA 02109 | (800) 225-1581 |
12. | Lord Abbett | 43.30 | 37.14 | 29.77 | 16.87 | 19.81 | 90 Hudson St., Jersey City, NJ 07302 | (800) 201-6984 |
13. | OppenheimerFunds | 40.60 | 35.47 | 34.49 | 23.95 | 32.49 | 6803 S. Tucson Way, Centennial, CO 80112 | (800) 525-7048 |
14. | MFS | 40.08 | 40.21 | 44.32 | 34.89 | 55.33 | 500 Boylston St., Boston, MA 02116 | (800) 225-2606 |
15. | Van Kampen | 39.91 | 34.67 | 30.65 | 19.26 | 26.55 | One Parkview Plaza, Oakbrook Terrace, IL 60181 | (800) 421-5666 |
16. | AIM Investments | 37.19 | 31.07 | 34.56 | 24.88 | 37.07 | 11 Greenway Plaza, Houston, TX 77046 | (800) 347-4246 |
17. | Davis Funds | 36.71 | 28.41 | 24.03 | 15.68 | 22.01 | 2949 E. Elvira Road, Tucson, AZ 85706 | (800) 279-0279 |
18. | JPMorgan | 35.89 | 28.96 | 24.54 | 17.07 | 22.24 | 522 Fifth Ave., 11th Floor, New York, NY 10036 | (800) 348-4782 |
19. | Dimensional Investment Group | 35.22 | 24.88 | 16.69 | 0.89 | 11.45 | 1299 Ocean Ave., Santa Monica, CA 90401 | (310) 395-8005 |
20. | RiverSource | 33.78 | 20.22 | 17.46 | 11.64 | 16.26 | 50606 Ameriprise Financial Center, Minneapolis, MN 55474 | (800) 862-7919 |
21. | Legg Mason | 33.57 | 26.30 | 22.51 | 13.28 | 17.04 | 100 Light St., 29th Floor, Baltimore, MD 21202 | (888) 425-6432 |
22. | Legg Mason Partners | 30.30 | 27.00 | 27.00 | 16.29 | 22.51 | 125 Broad St., New York, NY 10004 | (800) 451-2010 |
23. | John Hancock | 29.12 | 6.95 | 4.77 | 3.52 | 5.65 | 601 Congress St., Boston, MA 02210 | (800) 225-5291 |
24. | Dreyfus | 26.72 | 25 | 25.02 | 16.58 | 25.87 | 200 Park Ave., New York, NY 10166 | (800) 554-4611 |
25. | Merrill Lynch | 26.40 | 24.86 | 24.67 | 17.16 | 23.80 | P.O. Box 9011, Princeton, NJ 08543 | (800) 237-7777 |
Asset totals are as of March 31 | ||||||||
Source: Morningstar Inc. | ||||||||
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