Top 25 fund companies ranked by U.S. diversified equity assets, $ in billions
Top 25 fund companies ranked by U.S. diversified equity assets, $ in billions Click column headers…
Top 25 fund companies ranked by U.S. diversified equity assets, $ in billions
Click column headers to sort fields
| Rank | Company | 3Q assets ($B) |
|---|---|---|
| 1 | The Vanguard Group Inc. 100 Vanguard Blvd. Malvern, PA 19355 (800) 997-2798 vanguard.com 2006 3Q assets: 614.9 2005 3Q assets: 539.2 |
739.8 |
| 2 | Fidelity Investments 82 Devonshire St. Boston, MA 02109 (877) 208-0098 fidelity.com 2006 3Q assets: 575.4 2005 3Q assets: 547.9 |
665.7 |
| 3 | American Funds Investment Co. 333 S. Hope St. Los Angeles, CA 90071 (800) 421-0180 americanfunds.com 2006 3Q assets: 526.8 2005 3Q assets: 456.7 |
641 |
| 4 | T. Rowe Price Group Inc. 100 E. Pratt St. Baltimore, MD 21202 (800) 638-5660 troweprice.com 2006 3Q assets: 131.0 2005 3Q assets: 114.9 |
166 |
| 5 | Barclays Global Investors 45 Fremont St. San Francisco, CA 94105 (415) 597-2000 barclaysglobal.com 2006 3Q assets: 114.1 2005 3Q assets: 87.0 |
153.7 |
| 6 | Franklin Templeton Investments One Franklin Parkway San Mateo, CA 94403 (800) 632-2301 franklintempleton.com 2006 3Q assets: 112.2 2005 3Q assets: 98.3 |
139.6 |
| 7 | State Street Global Advisors State Street Financial Center One Lincoln St. Boston, MA 02111 (617) 786-3000 ssga.com 2006 3Q assets: 93.3 2005 3Q assets: 75.5 |
134.7 |
| 8 | Legg Mason Inc. 100 Light St. Baltimore, MD 21202 (800) 822-5544 leggmason.com 2006 3Q assets: 97.7 2005 3Q assets: 93.0 |
103.3 |
| 9 | Dodge & Cox Inc. P.O. Box 8422 Boston, MA 02266 (800) 621-3979 dodgeandcox.com 2006 3Q assets: 87.0 2005 3Q assets: 73.3 |
98.1 |
| 10 | Columbia Funds Distributor Inc. 1301 S.W. Fifth Ave., P.O. Box 1350 Portland, OR 97207 (800) 345-6611 columbiafunds.com 2006 3Q assets: 70.0 2005 3Q assets: 62.2 |
90.9 |
| 11 | Janus Capital Group 3773 Cherry Creek N. Drive Suite 400 Denver, CO 80209 (800) 525-0020 janus.com 2006 3Q assets: 57.9 2005 3Q assets: 55.4 |
74.8 |
| 12 | Davis Selected Advisers LP 2949 E. Elvira Road, Suite 101 Tucson, AZ 85706 (800) 279-0279 davisfunds.com 2006 3Q assets: 53.8 2005 3Q assets: 43.0 |
67.4 |
| 13 | Van Kampen 1 Parkview Plaza Oakbrook Terrace, IL 60181 (800) 847-2424 vankampen.com 2006 3Q assets: 59.5 2005 3Q assets: 54.1 |
64.8 |
| 14 | OppenheimerFunds Inc. P.O. Box 5270 Denver, CO 80217 (800) 225-5677 oppenheimerfunds.com 2006 3Q assets: 54.5 2005 3Q assets: 52.4 |
62.8 |
| 15 | American Century Investments 4500 Main St., Suite 1500 Kansas City, MO 64111 (800) 345-2021 americancentury.com 2006 3Q assets: 59.6 2005 3Q assets: 63.6 |
61.2 |
| 16 | Putnam Investments One Post Office Square Boston, MA 02109 (800) 225-1581 putnaminv.com 2006 3Q assets: 60.9 2005 3Q assets: 68.2 |
57.6 |
| 17 | Dimensional Fund Advisors Inc. 1299 Ocean Ave. Santa Monica, CA 90401 (310) 395-8005 dfaus.com 2006 3Q assets: 41.3 2005 3Q assets: 31.4 |
53.2 |
| 18 | MFS Investment Management 500 Boylston St. Boston, MA 02116 (800) 225-2606 mfs.com 2006 3Q assets: 47.7 2005 3Q assets: 52.2 |
49.8 |
| 19 | Lord Abbett & Co. LLC 90 Hudson St. Jersey City, NJ 07302 (800) 874-3733 lordabbett.com 2006 3Q assets: 43.1 2005 3Q assets: 40.7 |
46.1 |
| 20 | BlackRock Funds 600 Lexington Ave. New York, NY 10022 (800) 441-7762 blackrock.com 2006 3Q assets: 40.5 2005 3Q assets: 39.2 |
45.5 |
| 20 | AIM Distributors Inc./ Invesco 11 Greenway Plaza, Suite 100 Houston, TX 77046 (800) 959-4246 aiminvestments.com 2006 3Q assets: 45.9 2005 3Q assets: 51.5 |
45.5 |
| 22 | JPMorgan Asset Management 245 Park Ave. New York, NY 10167 (212) 648-2434 jpmorgan.com 2006 3Q assets: 38.3 2005 3Q assets: 33.8 |
43.8 |
| 23 | RiverSource Investments 1737 Ameriprise Financial Center Minneapolis, MN 55440 (866) 401-5932 riversource.com 2006 3Q assets: 34.5 2005 3Q assets: 37.5 |
38.9 |
| 24 | The Hartford 500 Bielenberg Drive Woodbury, MN 55480 (888) 843-7824 hartfordinvestor.com 2006 3Q assets: 28.6 2005 3Q assets: 23.6 |
38.7 |
| 25 | Principal Financial Group 711 High Street Des Moines, IA 50392 (800) 222-5852 principal.com 2006 3Q assets: 30.3 2005 3Q assets: 24.5 |
36.4 |
| Source: Source: Financial Research Corp. | ||
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