While anyone looking to invest in mutual funds should consider researching more than the size and value of their investment, the following include the largest mutual funds in the world as of early 2014. If you’re planning on investing in mutual funds, make sure you research the types (Managed vs. unmanaged) the company, the company investments, and the returns. Just because a company is big does not necessarily mean that it is best for your needs. Finally, the largest mutual funds companies may change as the market, and the company assets, change so this list is not static.
Largest Mutual Fund Companies in the World
Vanguard: Vanguard is currently the largest mutual fund in the world at some $2 trillion in assets. The company offers two types of bonds with a $3,000 and a $10,000 minimum, with expenses of 0.17% and 0.05%. The bond is different enough to stand out to investors, which is perhaps why it’s currently the largest in the world. Vanguards main advantage is that they keep investor costs low, and offer exposure to mid and small size cap companies that the S&P 500 does not. Their Total Bond Market Index is another popular mutual fund from the company that is even more inexpensive with a shorter bond.
Pimco: With 247 billion in assets, Pimco held the status as the worlds largest mutual fund all the way up until November of 2014, when it lost 37 billion in assets, allowing Vanguard to take the lead. Pimco Total Return is run by Bill Gross, who has an extremely good track record and very capable management. However, Pimco’s value dropped by about 1.9% over 2013, and could continue to do so as more investors pull out in 2014. Pimco has over 1.97 trillion in assets, but because many of their assets are not ‘mutual funds’ they are not the largest company.
Stock Funds
Fidelity: Fidelity is a mostly American mutual funds company with investments covering short term (10 year)bonds in domestic and foreign equities. Fidelity is estimated to have some 1.7 trillion as of late 2013 and has been operational since 1946. The company offers a number of bonds, mostly focusing on domestic technology and electrical investments for larger scale companies, with very little exposure to low cap companies.
American Funds: American Funds has always been one of the largest mutual funds companies in the U.S., and also in the world. Their Growth Fund of America is an actively managed fund that invests in common stocks. The short 10 year term makes it excellent for anyone who wants a faster return. American Funds also has another prestigious fund in the form of the EuroPacific Growth, which heavily invests in emerging markets and companies. American Funds is listed as the third largest mutual funds group in the world, just behind Vanguard and Fidelity, at some 1 trillion in assets.
| AARP Funds | 1-888-OUR-AARP |
| Aberdeen | +(1) 215 405 5700 |
| Absolute Strategies | 888-992-2765 |
| Academy | 215-979-3750 |
| Acadian Funds | 617-850-3500 |
| Access Capital Partners | +33 1 56 43 61 00 |
| Active Passive Funds | 877-273-8635 |
| Adams Harkness Funds | 800-441-7031 |
| Adelante Funds | 510-986-2100 |
| Adirondack Funds | 518.690.0470 |
| Advance Capital I | 800-345-4783 |
| Advisor Series Trust | 888-482-3726 |
| AdvisorOne Funds | (866) 811-0225 |
| AdvisorShares | 1.877.843.3831 |
| Advisory Research | (888) 665-1414 |
| Aegis Value | 800-528-3780 |
| AFBA 5Star Fund | 1-800-776-2322 |
| AIP Alternative Strategies Funds | 919.846.2324 |
| Akre | 1-877-862-9556 |
| Al Frank | 888.263.6443 |
| Alger | 800.992.3863 |
| AllianceBernstein | (212) 969-1000 |
| Allianz Funds | 1-888-877-4626 |
| Allied Asset | 888-386-3785 |
| AlphaMark | 1-866-420-3350 |
| Alpine | 1-888-785-5578 |
| ALPS | 866.759.5679 |
| Altegris | 800-828-5225 |
| Amana | 888-732-6262 |
| American Beacon | 1-800-658-5811 |
| American Century Investments | 1-800-345-2021 |
| American Funds | 800-421-0180 |
| American Independence | 866-410-2006 |
| American Israeli | (212) 327-1345 |
| American Money Management | (888) 999-1395 |
| American Pension Investors | 800-544-6060 |
| American Trust | 1-800-385-7003 |
| Ameristock | 1-800-394-5064 |
| Ameritor | |
| AMF | (800) 982-1846 |
| AMIDEX | 1-888-876-3566 |
| Analytic Funds | 800-618-1872 |
| Ancora | 866-626-2672 |
| Appleseed Fund | 1-312-896-9660 |
| Appleton | 1-866-993-7767 |
| AQR Funds | (866) 290-2688 |
| Aquila | 1-800-437-1020 |
| Archer | (516) 535-3800 |
| Ariel | 800-292-7435 |
| Armstrong Associates | 214-720-9101 |
| Arrow | 877-277-6933 |
| Artio Global | 800-387-6977 |
| Artisan | 800 399 1770 |
| Ascentia Capital Partners | 866-506-7390 |
| AssetMark | |
| Aston | (800) 992-8151 |
| Astor | 800.899.8230 |
| Auer | 888-711-2837 |
| Autopilot Funds | 1-866-828-8674 |
| Auxier Funds | (207) 347-2090 |
| Ave Maria Mutual Funds | 1-888-726-9331 |
| Aviemore Funds | (800) 239 9136 |
| Aviva | + 1 800-281-4607 |
| Azzad Fund | (888) 350-3369 |
| Baird | 866-442-2473 |
| Barclays Bank PLC | 888-227-2275 |
| Baron Capital Group | 1-800-992-2766 |
| Barrett | (212) 983-5080 |
| BBH | (617) 742-1818 |
| BB&T | 800.228.1872 |
| Beck, Mack & Oliver | 212-661-2640 |
| Becker | 503-223-1720 |
| BeeHive | 866-684-4915 |
| Bell | |
| Berkshire | 877-526-0707 |
| Bernstein Sanford C. | +1-212-969-1000 |
| Berwyn | 1-800-992-6757 |
| Bhirud | 877-593-8637 |
| Biondo Investment Advisor | 1-800-672-9152 |
| Birmiwal | 1-800-417-5525 |
| Bishop Street | 800-262-9565 |
| BlackRock | 800-441-7762 |
| Blue Chip Investor Fund | 1-877-593-8637 |
| BNY Mellon Funds | Phone Numbers |
| Bogle | 1-877-264-5346 |
| Boyar Value Fund | 212 995 8300 |
| Bragg Financial | (888) 353-0261 |
| Brandes | 858.755.0239 |
| Brandywine | 1-800-656-3017 |
| Bridges | 1-866-934-4700 |
| Bridgeway | 800-661-3550 |
| Bright Rock | 1.866.273.7223 |
| Brown Advisory Funds | Phone Numbers |
| Brown Funds | 1-800-809-3863 |
| Bruce | 800-872-7823 |
| Bryce Funds | 585.586.8100 |
| BTS | 1-877-287-9820 |
| Buffalo | 1-800-492-8332 |
| Bull Path Funds | 888-899-2726 |
| Burnham | 1-800-462-2392 |
| Calamos | 630-245-7200 |
| Caldwell & Orkin | (678)-533-7866 |
| California Investment Trust | 800-225-8778 |
| Calvert | 800.368.2745 |
| Cambiar Funds | 303.302.9000 |
| CAMCo | 1 800-727-1007 |
| Capital Management | 888-626-3863 |
| Capstone | (800) 262-6631 |
| Castle Investment Management | 1-8777437820 |
| Catalyst Mutual Funds | 866-447-4228 |
| Causeway | 866-947-7000 |
| Cavanal Hill funds | 1-800-762-7085 |
| Century Funds | (800) 303-1928 |
| CGM | 1-800-343-5678 |
| Chaconia Funds | 800-368-3322 |
| Chadwick & D’Amato | 603-526-8639 |
| Champlain Funds | 866-773-3238 |
| Chariot | 877-225-1325 |
| Chase | 1-888-861-7556 |
| Chesapeake | (800) 430-3863 |
| Cheswold Lane Asset Management | 1-800-771-4701 |
| Chou America | 877-682-6352 |
| CIFG | 1-877-362-2434 |
| Claymore Securities | 800-345-7999 |
| Clear River | 877-333-0246 |
| CM Advisers | 1-888-859-5856 |
| CMG | 800-891-9092 |
| CNI Charter | 1-888-889-0799 |
| Cohen & Steers | 1-800-330-7348 |
| Columbia | 800.345.6611 |
| Commerce | 1-800-995-6365 |
| Commonwealth Intl Series Tr | (888) 345-1898 |
| Compass EMP | Phone Numbers |
| Concorde | 800-294-1699 |
| Conestoga Capital Advisors | (800) 320-7790 |
| Congress | 888-688-1299 |
| Congressional Effect Family | 888-553-4233 |
| Cook & Bynum Capital Management, LLC | 877-839-2629 |
| Cookson Peirce Funds | 866 655 2455 |
| Copley | 877-881-2751 |
| CornerCap | 1-888-813-8637 |
| Counterpoint Funds | 415-677-5430 |
| Country | 1-866-268-6879 |
| Coventry | 1-800-282-8782 |
| CRAFund | 877.272.1977 |
| Crawford | 1-800-431-1716 |
| Credit Suisse | 800-221-1037 |
| CRM | 800-276-2883 |
| Croft | 800.746.3322 |
| Cullen Funds Trust | 1.877.485.8586 |
| Cutler | 541-770-9000 |
| Davidson Mutual Funds | 877-332-0529 |
| Davis Funds | 800.279.0279 |
| Davlin Philanthropic Fund | 1-877-328-5468 |
| Day Hagan | 800-594-7930 |
| DBX Strategic Advisors LLC | 1-877-369-4617 |
| Dean Fund | 1-888-899-8343 |
| Delaware Investments | 800 523-1918 |
| Destination Funds | 925-935-2900 |
| Deutsche Bank AG | 1-877-369-4617 |
| DF Dent Funds | 866.233.3368 |
| DGHM | (212) 557-2445 |
| DGHM Investment Trust | (800) 653-2839 |
| Diamond Hill Funds | 614-255-3333 |
| Dimensional Fund Advisors | (512) 306-7400 |
| Direxion Funds | 800.851.0511 |
| Dividend Growth Advisors | 888-826-2520 |
| Dodge & Cox | 1-800-621-3979 |
| Domini | 1-800-762-6814 |
| Dorfman Funds | 877-374-3888 |
| DoubleLine | 877-354-6311 |
| Dreman | (800) 952-6667 |
| Dreyfus | 1-800-645-6561 |
| Driehaus | (312) 587-3800 |
| DSM | 877-862-9555 |
| DundeeWealth Funds | 1 (888) 572 0968 |
| Dunham Funds | (800) 442-4358 |
| Dupree | 800-866-0614 |
| DWS Investments | +1 (800) 621 10 48 |
| E.I.I. | +1 212 735 9500 |
| Eagle Funds | 800-421-4184 |
| EAS Genesis | 1-877-327-0757 |
| Eaton Vance | 1-800-225-6265 |
| Edgar Lomax | 703.719.0026 |
| Edgewood | 1-800-791-4226 |
| Electric City | |
| Elite | 800.423.1068 |
| EM Capital Funds | 800-933-1850 |
| Embarcadero | 1-800-228-2121 |
| Emerging Global Advisors | 888-800-4347 |
| Empire Builder | (800) 847-5886 |
| Empiric Funds | 888-839-7424 |
| Encompass Fund | (888) 463-3957 |
| Endowments | |
| Epiphany Funds | 1-800-320-2185 |
| Estabrook | 888-447-7443 |
| ETF Securities Ltd | 212 918 4954 |
| Euro Pacific Asset Management | 1.888.558.5851 |
| Euro Pacific Halter Asia Management, Inc | +1 (888) 949-9940 |
| Eventide Funds | 1-877-771-3836 |
| Evergreen | 1-800-359-3379 |
| Evermorevalue | 866-383-7667 |
| Fairholme | 866-202-2263 |
| FaithShares | 877-324-8455 |
| FAM | (800) 932-3271 |
| Farm Bureau | 1-877-860-2904 |
| FBR Mutual Funds | 800.846.5050 |
| FCI Funds | (800)615-2536 |
| FDP Series Funds | 1-877-792-3866 |
| Federated | Phone Numbers |
| Fidelity Investments | 800-343-3548 |
| Fiduciary Asset Management, LLC | 314 446-6700 |
| Fifth Third | 800-282-5706 |
| First American | 800.754.7221 |
| First Eagle | 800.334.2143 |
| First Investors | (800) 423-4026 |
| First Pacific | (800) 982-4372 |
| First Trust | 1.800.621.1675 |
| Firsthand Funds | 1.888.884.2675 |
| Flex-funds | 866-MEEDER-1 |
| FMC Funds | |
| FMI Funds | 800-811-5311 |
| FolioMetrix | (888) 952 – 4807 |
| Foresight Funds | 1-877-378-3863 |
| Forester | 1-800-388-0365 |
| Fort Pitt Capital Funds | 412-921-1822 |
| Forward Funds | (800) 999-6809 |
| Fountainhead Funds | 800-868-9535 |
| FPA | (800) 982-4372 |
| Frank Capital Funds | 800-869-8044 |
| Frank Funds | 800.869.1679 |
| Franklin Templeton Investment Funds | (800) 632-2301 |
| Franklin Templeton Investments | |
| Freedom Funds | 800-572-0069 |
| Frontegra Funds | 1-888-825-2100 |
| Frontier | 877.837.0600 |
| Frost Funds | 877-713-7678 |
| Fund X | 866-455-3863 |
| FundVantage | (888) 739-1390 |
| Fusion | |
| Gabelli | 800-422-3554 |
| GaveKal | 303.763.1810 |
| GE Asset Management | 888-757-9666 |
| Geary Advisors | |
| Gemini | (631) 470-2600 |
| Geneva Funds | 877-343-6382 |
| Genworth | 1 888 436.9678 |
| Gerstein Fisher | (800) 473-1155 |
| Giant 5 Funds | 888-544-2685 |
| Giordano Funds | 1-800-773-3863 |
| GKM | 888-456-9518 |
| Glenmede | 1-215-419-6102 |
| Global X Funds | 1-888-493-8631 |
| GMG | 877.464.3111 |
| GMO | 617.330.7500 |
| Golden Capital Funds | 800-206-8610 |
| Goldman Sachs | 1-800-762-5035 |
| Golub | Phone numbers |
| Grail Advisors | 800.774.3768 |
| Gratio | 877-254-7284 |
| Green Century | 1-800-93-GREEN |
| GreenHaven | 1-866-501-7704 |
| Greenspring | 800-366-3863 |
| Greenwich Advisors | 1(866) 667-8733 |
| Grisanti Brown | (212) 218-5300 |
| GRT | 877-478-4478 |
| Guggenheim Funds | 888-949-3837 |
| GuideStone Funds | 1-888-984-8433 |
| Guinness Atkinson | 1.800.915.6566 |
| Hancock Horizon | 1-800-990-2434 |
| Hansberger Funds | 954. 522. 5150 |
| Harbor | 800-422-1050 |
| Harding Loevner | (877) 435-8105 |
| Hartford Mutual Funds | 1-888-843-7824 |
| Haverford | 1-866-301-7212 |
| Heartland | 1-800-432-7856 |
| Henderson Global | 866.443.6337 |
| Hennessy | (800) 966-4354 |
| Henssler Funds | 770-429-9166 |
| HGK Fund | (201) 659-3700 |
| Highland Funds | (877) 665-1287 |
| HighMark | 1.800.433.6884 |
| Hillman Capital Management | 800.226.0206 |
| Hodges | 866-811-0224 |
| Holland Capital | 800-522-2711 |
| Holland Series Trust | 800-304-6552 |
| Homestead | 1-800-258-3030 |
| Hotchkis and Wiley | (800) 796-5606 |
| HSBC | 1-800-782-8183 |
| Huntington | 1-800-253-0412 |
| Hussman Investment Trust | 1-800-487-7626 |
| ICM Series Trust | 866.234.5426 |
| ICON Funds | 1-800-764-0442 |
| IMS | 503.788.4200 |
| Incline Capital, LLC | 866-994-5729 |
| IndexIQ | (888) 934-0777 |
| Industry Leaders | 908-273-5440 |
| ING Funds | 800-992-0180 |
| ING Retirement Funds | 800.584.6001 |
| Institutional Investors | (212) 224-3300 |
| Integrity | 800-276-1262 |
| Intrepid Funds | 866-996-3863 |
| Invesco | 800.959.4246 |
| Investment Partners | 1-866-390-0440 |
| iPath | 1-877-764-7284 |
| Iron Funds | 877.322.0575 |
| IronBridge Funds, Inc. | (877) 861-7714 |
| iShares | 1-800-474-2737 |
| ISI Funds | 1-800-955-7175 |
| IVA Funds | (212) 584-3570 |
| Ivy Funds | 1-800-777-6472 |
| Jacob | 888-522-6239 |
| James Advantage | 1-800-995-2637 |
| Janus | 800.668.0434 |
| Jensen | 800.992.4144 |
| JETS | 866-528-0029 |
| John Hancock | 1-800-344-1029 |
| Johnson Mutual Funds | 800.541.0170 |
| Jones Villalta | 866.950.5863 |
| JPMorgan | 1-800-480-4111 |
| Jubak | 1-888-885-8225 |
| Kalmar Pooled Investment Trust | (800) 282-2319 |
| KCM | 1-877-275-5599 |
| Keeley | 888-933-5391 |
| Keystone | 952-229-8100 |
| Kinetics | 1-800-930-3828 |
| Kirr Marbach Partners | 800-808-9444 |
| Lacerte Capital | 877-738-9888 |
| Laudus Funds | 866.452.8387 |
| Lazard | 800-823-6300 |
| LEADER | (800) 269-8810 |
| Leavell | (251) 433-3709 |
| Leeb | 866-400-5332 |
| Legg Mason/Western | 1-888-572-4652 |
| Leuthold | 800-273-6886 |
| Liberty Street | (800) 207-7108 |
| Lifetime Achievement Fund Inc | 888-339-4230 |
| LKCM | 817.332.3235 |
| Long Short | (877) 336-6763 |
| Longleaf Partners | (800) 445-9469 |
| Loomis Sayles Funds | 800-633-3330 |
| Lord Abbett | (888)522-2388 |
| Lotsoff Funds | 312.368.1442 |
| LSV Fund | 888-386-3578 |
| Madison Mosaic | (800) 336-3063 |
