Top Mutual Fund Companies

Top Mutual Fund Companies

The Vanguard Group, Inc. is one of top mutual fund companies in the United States. It offers a comprehensive selection of low-cost index and actively managed funds. Forbes named more than 30 Vanguard mutual funds to its “Best Buys” list, according to the Forbes 2010 Mutual Fund Guide.

Fidelity Investments is the largest mutual fund company in the US and has the largest equities research department in the world. The company has set up smaller working groups dedicated to specific regions and sectors, investors can buy different types of funds including Domestic Stock Funds, International Funds, Bond Funds, Money Market Funds, Income Replacement Funds, and so on.

Franklin Templeton Investments is one of the largest mutual fund organizations in the U.S., providing a broad range of professionally managed mutual funds covering every major asset class. The Franklin, Templeton and Mutual Series investment groups offer specialized investment focuses from tax-free income to core equity to global investing.

T. Rowe Price is one of the top 10 largest mutual fund companies by assets. It has gained four or five stars from Morningstar. Morningstar gives its best ratings of five or four stars to the top 32.5% of all funds (out of the 32.5%, 10% receive five stars and 22.5% receive four stars) based on risk-adjusted returns. In addition, Kiplinger’s Personal Finance magazine recognized three T. Rowe Price mutual funds in its 2010 Kiplinger 25 list of “Favorite no-load funds”.

Mackenzie Investments is one of Canada’s largest investment management firms, providing a large selection of bond and equity funds to US and Canadian investors. It is a member of the IGM Financial Inc. group of companies, which is one of Canada’s premier financial services companies. Mackenzie Financial has different mutual fund families such as Ivy Funds, Cundill Funds, Mackenzie Funds, Maxxum Funds, Focus Funds, Sentinel Funds, and more. The firm has been recognized for industry leading fund performance at the 2011 Lipper® Fund Award ceremony. Mackenzie Cundill Value Fund and Mackenzie Sentinel Income Fund were honored with best 10-year risk-adjusted performance for the third year in a row.

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The author, Loke Yuen Wong, holds an MBA from Heriot-Watt University (UK) and a BCom degree from The University of Adelaide (Australia). Other qualifications include the Postgraduate Diploma in Business Administration, Diploma in Instructor Skills, Diploma in Inferential Statistics, Group Diploma in Accounting, Group Diploma in Management Accounting, ACCA CertIFR, Pre-Cert (ES) TESOL, Certificate in Managing Performance, Certificate in Book-keeping & Accounts and English for Commerce.


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