Top fund firms ranked by average asset-weighted fixed-income returns

MAR 24, 2010

Top fund firms ranked by average asset-weighted fixed-income returns

Click column headers to sort fields

Rank Company Returns (%, asset-weighted) Mailing address City/State/Zip Phone Web address
1 Dodge & Cox Inc. 17.88 P.O. Box 8422 Boston, MA 02266 (800) 621-3979 dodgeandcox.com
2 Pimco Funds 16.9 840 Newport Center Drive, Suite 300 Newport Beach, CA 92660 (800) 927-4648 pimco.com
3 Principal Financial Group 16.45 711 High Street Des Moines, IA 50392 (800) 222-5852 principal.com
4 Janus Capital Group 14.85 3773 Cherry Creek N. Drive, Suite 400 Denver, CO 80209 (800) 525-0020 janus.com
5 Franklin Templeton Investments 14.44 One Franklin Parkway San Mateo, CA 94403 (800) 632-2301 franklintempleton.com
6 John Hancock Funds LLC 13.86 601 Congress St. Boston, MA 02210 (888) 972-8696 johnhancock.com
7 Eaton Vance Distributors Inc. 13.21 The Eaton Vance Building, 255 State St. Boston, MA 02109 (800) 262-1122 eatonvance.com
8 MFS Investment Management 13.13 800 Boylston St. Boston, MA 02116 (800) 225-2606 mfs.com
9 Lord Abbett & Co. LLC 13.03 90 Hudson St. Jersey City, NJ 07302 (888) 522-2388 lordabbett.com
10 ING Funds Distributor Inc. 12.91 7337 E. Doubletree Ranch Road Scottsdale, AZ 85258 (800) 992-0180 ing.com
11 T. Rowe Price Group Inc. 12.68 100 E. Pratt St. Baltimore, MD 21202 (800) 638-5660 troweprice.com
12 Fidelity Investments 12.48 82 Devonshire St. Boston, MA 02109 (800) 835-5092 fidelity.com
13 Columbia Funds Distributor Inc. 11.74 1301 S.W. Fifth Ave., P.O. Box 1350 Portland, OR 97207 (800) 345-6611 columbiafunds.com
14 Alliance Fund Distributors Inc. 11.53 1345 Sixth Ave. New York, NY 10105 (800) 221-5672 alliancebernstein.com
15 JPMorgan Asset Management 11.13 245 Park Ave. New York, NY 10167 (212) 480-4111 jpmorgan.com
16 BlackRock Funds 10.83 40 E. 52nd St. New York, NY 10022 (800) 441-7762 blackrock.com
17 The Vanguard Group Inc. 10.5 100 Vanguard Blvd. Malvern, PA 19355 (800) 662-6273 vanguard.com
18 Goldman Sachs Asset Management 10.06 4900 Sears Tower Chicago, IL 60606 (800) 621-2550 goldmansachs.com
19 American Funds Investment Co. 9.71 333 S. Hope St. Los Angeles, CA 90071 (888) 421-0180 americanfunds.com
20 American Century Investments 9.37 P.O. Box 419200 Kansas City, MO 64141 (800) 345-2021 americancentury.com
21 OppenheimerFunds Inc. 8.89 P.O. Box 5270 Denver, CO 80217 (800) 225-5677 oppenheimerfunds.com
22 Van Kampen 8.46 1 Parkview Plaza Oakbrook Terrace, IL 60181 (800) 847-2424 vankampen.com
23 The Hartford 7.81 500 Bielenberg Drive Woodbury MN 55480 (888) 843-7824 hartfordinvestor.com
24 Dimensional Fund Advisors Inc. 5.97 1299 Ocean Ave. Santa Monica, CA 80401 (888) 576-1167 dfaus.com
25 GMO LLC 4.46 40 Rowes Wharf Boston, MA 02110 (800) 225-5291 gmo.com
One-year returns as of Sept. 30.Source: Morningstar Inc.

Latest News

IRA assets swell to $19.2 trillion as 401(k) rollovers drive growth
IRA assets swell to $19.2 trillion as 401(k) rollovers drive growth

IRAs now hold nearly twice the assets of 401(k) plans — and most of that money didn't arrive through annual contributions.

Women feel confident about saving, but many still keep cash in low-yield accounts
Women feel confident about saving, but many still keep cash in low-yield accounts

A new survey finds that many women prioritize financial security but continue to leave savings in accounts that may not keep pace with inflation.

SEC seeks comment on prediction-market ETFs after May pause
SEC seeks comment on prediction-market ETFs after May pause

Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.

Dump investment banks, buy alternative asset managers, says Oppenheimer
Dump investment banks, buy alternative asset managers, says Oppenheimer

"Shares of alternative assets managers have lagged this year as investors grow wary of private-credit exposure."

TaxStatus rolls out rules-based tool to flag advice gaps
TaxStatus rolls out rules-based tool to flag advice gaps

The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income

SPONSORED Why direct indexing stopped being optional

Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.