Subscribe

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.

Learn more about reprints and licensing for this article.

Recent Articles by Author

Trump wrong to challenge workplace savings plans

Programs that enhance retirement saving should be encouraged, not assailed.

Women in investing

How firms can tackle the challenges that perpetuate the gender gap in investment roles.

Privacy Policy

Investmentnews.com and InvestmentNews and the associated newsletters, news alerts, data centers, research reports, and other features are products…

Letters to the Editor

“The trend in managing an advisory practice is all about collaboration … with peers, home office associates, [centers…

People

Stifel Financial Corp. of St. Louis has hired William J. Drake, 55, as senior vice president of investments…

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print