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. | |||||
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline