Diagram 35 presents the 10 largest mutual fund managers in the US and the value of the assets they manage.
Diagram 35
The Ten Largest Mutual Fund Mangers in the US (3rd quarter of 2008)
Firm | Assets (billions of dolars) |
The Vanguard Group | 957 |
American Funds Investment | 932 |
Fidelity Investments | 717 |
Barclays Global Investors | 287 |
Franklin Templeton Investments | 257 |
Pimco Funds | 219 |
T.Rowe Price Investments Services | 192 |
State Street Global Advisors | 177 |
Oppenheimer Funds | 130 |
Dodge & Cox | 118 |
Fidelity Mutual Funds
Fidelity is the largest fund manager in the United States and offers more than 100 different mutual funds that cover all possible investment sectors and styles.
Over the next five pages, we will present a listing of all the funds that Fidelity offers. This list comes to underscore the wide selection from which investors can choose.
Fidelity funds are split into the following categories:
1. Stock Funds
2. Bond Funds
- Taxable Bond Funds.
- High Yield Bond Funds.
- National Municipal Bond Funds.
- State Municipal Bond Funds.
- Bond Index Funds.
3. International Funds
4. Money Market funds
- Taxable Money Market Funds.
- National Municipal Money Market Funds.
- State Municipal Money Market Funds.
5. Asset Allocation Funds
Janus Mutual Funds
Janus is a company that manages more than 25 mutual funds. This company has been particularly successful over the past few years, and as of the end of December, 2005, Janus was managing more than 148 billion dollars.
Here are Janus’s major mutual funds, sorted by specialization:
Outstanding Mutual Funds
Morningstar’s Top-Rated
Click here for mutual funds that received a four-star and a five-star rating from Morningstar.
The information updates monthly.
The Best Funds According to Forbes
Forbes magazine ranks the performance of mutual funds, and each year it selects the ten best. These funds performed well both in bull and bear markets.
Click here for mutual funds that wre chosen as the best (and worst) from Forbes.