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The following is a limited list of mutual-fund families in the United States.A family of mutual funds is a group of funds that are marketed under one or more brand names, usually having the same distributor (the company which handles selling and redeeming shares of the fund in transactions with investors), and investment advisor (which is usually a corporate cousin of the distributor).
Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe .
Fidelity Investments. Fidelity Investments, formerly known as Fidelity Management & Research ( FMR ), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one of the largest asset managers in the world, with $4.9 trillion in assets under management, and, as of December ...
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Website. amg .com. Affiliated Managers Group, Inc. ( AMG) is an American financial services firm founded in 1993 and headquartered in West Palm Beach, Florida. The company's stock trades on the New York Stock Exchange under the symbol AMG, and is listed on the S&P 400 for mid-size American firms. AMG operates as a strategic partner to ...
AUM. $677 billion (Dec 31, 2023) [1] Number of employees. 1,600+ (2023) [2] Website. www .dimensional .com. Dimensional Fund Advisors, L.P. (branded Dimensional abbreviated DFA [3]) is a privately-owned investment firm headquartered in Austin, Texas. Dimensional was founded in Brooklyn [4] in 1981 by David Booth, Rex Sinquefield and Larry Klotz.
Citigroup Inc. or Citi (stylized as citi) is an American multinational investment bank and financial services corporation incorporated in Delaware and headquartered in New York City. The company was formed by the merger of Citicorp, the bank holding company for Citibank , and Travelers in 1998; Travelers was spun off from the company in 2002.
FIL Limited. Fidelity International Ltd, or FIL for short, is a company that provides investment management services including mutual funds, pension management and fund platforms to private and institutional investors. Fidelity International was originally established in 1969 as the international investment subsidiary of Fidelity Investments in ...
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