The 100 largest mutual fund families
The 100 largest mutual fund families. The 100 largest mutual fund families. The 100 largest mutual fund families.
The 100 largest mutual fund families. The 100 largest mutual fund families. The 100 largest mutual fund families.
| Rank | Family | Retail Net Assets | # of distinct funds |
|---|---|---|---|
| 1 | Fidelity Investments | $984,173,589,258 | 315 |
| 2 | Vanguard Group | $962,331,327,507 | 148 |
| 3 | American Funds | $956,584,547,987 | 42 |
| 4 | Franklin Templeton Investments | $377,385,331,414 | 122 |
| 5 | T. Rowe Price & Co. | $345,725,591,811 | 110 |
| 6 | Columbia Management | $167,493,529,444 | 140 |
| 7 | Dodge & Cox | $126,826,526,974 | 5 |
| 8 | OppenheimerFunds | $125,473,946,434 | 72 |
| 9 | John Hancock Funds | $119,789,419,458 | 225 |
| 10 | Pacific Investment Management Co. | $118,411,876,036 | 73 |
| 11 | Invesco Ltd. | $95,323,126,745 | 92 |
| 12 | BlackRock Inc. | $90,785,119,662 | 116 |
| 13 | Janus Capital Group | $84,717,855,431 | 48 |
| 14 | American Century Investments | $71,948,919,961 | 86 |
| 15 | MFS Investment Management | $71,059,542,832 | 74 |
| 16 | Lord Abbett & Co. | $66,647,971,069 | 42 |
| 17 | ING Retirement | $58,294,891,374 | 150 |
| 18 | Wells Fargo Advantage Funds | $48,938,991,118 | 101 |
| 19 | Putnam Investments | $48,697,487,901 | 79 |
| 20 | AllianceBernstein Inc. | $48,012,344,847 | 74 |
| 21 | Eaton Vance Corp. | $45,749,419,375 | 91 |
| 22 | DWS Investments | $43,664,723,778 | 67 |
| 23 | JPMorgan Funds | $43,495,216,232 | 108 |
| 24 | USAA | $41,901,152,367 | 41 |
| 25 | Legg Mason Inc. | $40,997,886,898 | 87 |
| 26 | Hartford Mutual Funds | $39,801,202,624 | 81 |
| 27 | Dreyfus Funds | $35,223,057,365 | 105 |
| 28 | Ivy Funds | $34,953,774,009 | 30 |
| 29 | First Eagle Funds | $34,849,628,600 | 5 |
| 30 | Northern Funds | $34,626,707,067 | 51 |
| 31 | Schwab Funds | $34,218,636,841 | 47 |
| 32 | Principal Funds | $33,220,356,251 | 63 |
| 33 | Prudential Investments | $32,560,310,174 | 44 |
| 34 | Thornburg Investment Management | $30,706,861,162 | 16 |
| 35 | Royce Funds | $30,583,106,754 | 30 |
| 36 | Russell Investments | $29,943,773,637 | 39 |
| 37 | Artisan Funds | $28,990,199,955 | 12 |
| 38 | Federated Investors | $27,512,268,214 | 66 |
| 39 | Goldman Sachs Asset Management | $26,350,742,126 | 72 |
| 40 | Pioneer Investments | $24,616,061,833 | 37 |
| 41 | Davis Funds | $24,203,544,825 | 8 |
| 42 | Natixis Funds | $22,552,861,400 | 28 |
| 43 | Oakmark Funds | $22,312,816,162 | 7 |
| 44 | Waddell & Reed Inc. | $21,894,219,733 | 22 |
| 45 | VALIC | $20,406,552,997 | 45 |
| 46 | TIAA-CREF | $20,067,405,527 | 50 |
| 47 | Nuveen Investments | $19,271,984,888 | 106 |
| 48 | Delaware Investments | $18,747,941,089 | 64 |
| 49 | Vantagepoint Funds | $18,216,359,065 | 29 |
| 50 | MainStay Funds | $18,123,576,513 | 43 |
| 51 | Old Westbury Funds Inc. | $17,636,346,867 | 7 |
| 52 | Transamerica Funds | $17,340,958,096 | 93 |
| 53 | Manning & Napier Advisors | $16,369,195,769 | 23 |
| 54 | Calamos Investments | $16,360,555,306 | 13 |
| 55 | BNY Mellon Funds | $15,963,624,304 | 23 |
| 56 | Neuberger Berman Group | $15,217,723,388 | 29 |
| 57 | Permanent Portfolio Funds | $14,821,586,943 | 4 |
| 58 | Longleaf Partners | $14,508,938,037 | 3 |
| 59 | Fairholme Funds | $14,058,073,355 | 3 |
| 60 | Matthews Asia Funds | $13,560,751,270 | 12 |
| 61 | Gabelli Asset Management | $13,020,562,830 | 25 |
| 62 | Allianz Funds | $12,960,469,849 | 51 |
| 63 | Baron Capital Group | $12,527,515,310 | 10 |
| 64 | First Pacific Advisors | $12,455,433,886 | 5 |
| 65 | Maxim Series Funds | $10,996,426,012 | 61 |
| 66 | Loomis Sayles & Co. | $10,925,491,068 | 10 |
| 67 | GE Asset Management | $10,897,486,051 | 15 |
| 68 | State Farm Mutual Funds | $10,826,906,509 | 18 |
| 69 | RS Investments | $10,606,047,447 | 24 |
| 70 | Virtus Investments | $10,498,384,926 | 43 |
| 71 | Metropolitan West Funds | $10,406,038,414 | 7 |
| 72 | UBS Global Asset Management | $10,102,902,052 | 30 |
| 73 | Thrivent Funds | $9,903,562,940 | 25 |
| 74 | GuideStone Funds | $9,670,399,927 | 24 |
| 75 | Rydex|SGI | $9,608,506,903 | 77 |
| 76 | Scout Funds | $9,379,039,210 | 9 |
| 77 | Calvert Investments | $8,713,187,853 | 23 |
| 78 | Yacktman Funds | $8,568,117,636 | 2 |
| 79 | American Beacon Funds | $8,491,675,061 | 20 |
| 80 | Harbor Funds | $8,475,794,825 | 29 |
| 81 | Morgan Stanley Investment Management | $8,127,326,739 | 43 |
| 82 | Nationwide Funds | $8,125,755,520 | 30 |
| 83 | Hussman Investment Trust | $7,910,614,873 | 3 |
| 84 | Wasatch Funds | $7,675,561,762 | 18 |
| 85 | Sentinel Funds | $7,097,806,466 | 15 |
| 86 | Smith Barney Funds | $6,952,704,934 | 10 |
| 87 | Selected Funds | $6,897,544,334 | 2 |
| 88 | Managers Funds | $6,575,499,244 | 39 |
| 89 | Credit Suisse Asset Management | $6,393,255,467 | 7 |
| 90 | Artio Global Funds | $6,337,989,656 | 10 |
| 91 | First Investors Corp. | $6,263,292,524 | 26 |
| 92 | FMI Funds | $6,184,822,872 | 5 |
| 93 | Victory Funds | $5,760,986,361 | 17 |
| 94 | Tweedy Browne Co. | $5,698,755,076 | 4 |
| 95 | Cohen & Steers Inc. | $5,634,135,061 | 10 |
| 96 | SunAmerica Asset Management Corp. | $5,532,399,724 | 27 |
| 97 | IVA Funds | $5,357,195,024 | 2 |
| 98 | Parnassus Investments | $5,179,512,432 | 6 |
| 99 | Merger Funds | $5,043,180,465 | 1 |
| 100 | Buffalo Funds | $5,035,261,647 | 10 |
| Source: Morningstar |
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