Mutual Fund Management Industry Competitors

FMR is semper fidelis (ever faithful) to its core business. The financial services conglomerate, better known as Fidelity Investments, is one of the world's largest mutual fund firms. Serving more than 23 million individual and institutional clients, Fidelity manages more than 300 funds and has more than $1.5 trillion of assets under management....

Massachusetts Financial Services (aka MFS Investment Management) offers mutual funds, fixed and variable annuities, separately managed accounts, and retirement plans to retail customers, institutional investors, and insurance companies. The company also performs global equity and fixed income research....

A subsidiary of Italian banking giant Unicredit, Pioneer Investment Management USA offers investment management services to individual and institutional investors. With more than $70 billion in assets under management, the firm and its subsidiaries act as an investment manager and distributor for about 50 mutual funds invested in domestic and international equities, fixed-income products, and asset allocation strategies....

One of the world's largest mutual fund administrators, Putnam (aka Putnam Investments) provides investment management for institutional and individual customers, offering around 75 mutual funds, as well as 401(k) and IRA services and alternative investments....

T. Rowe Price Group administers an eponymous family of mutual funds, offering a variety of investment styles, as well as asset management advisory services (including retirement plan advice for individuals) and discount brokerage. Other services include corporate retirement plan management and transfer agency and shareholder services....

No lion! Dreyfus takes pride in its pecuniary prowess. The company, which sports a leonine logo, provides mutual fund management, investment advisory, and related services to retail and institutional investors. Known for its fixed-income and money market funds, the subsidiary of The Bank of New York Mellon administers some 200 mutual fund portfolios, investing in equities, money market instruments, and corporate, municipal, and government debt....

Waddell & Reed Financial is one of the oldest mutual fund managers in the US. Subsidiaries administer and distribute about 70 mutual funds under the names Waddell & Reed Advisors Funds (the company's oldest and largest fund family), Ivy Funds (administered by Ivy Investment Management), Waddell & Reed InvestEd Portfolios, and W&R Target Funds; they also manage accounts for institutional investors and private clients....

Established in 1990, Aberforth is a private investment firm that invests exclusively in small, UK-quoted companies. The firm manages three mutual funds -- Aberforth Smaller Companies Trust (ASCoT), Aberforth Geared Capital & Income Trust (AGCiT), and Aberforth UK Small Companies Fund (the Fund)....

Incorporated in Scotland in 1986, Alliance Trust Savings (ATS) is a financial services company that manages retail savings, investment, and pension products. Through parent Alliance Trust plc, a mutual fund investment trust, the firm offers British investment products including investment plans, ISAs, PEPs, and SIPPs....

The raison d'etre of AllianceBernstein Holding is its approximately 30% ownership of investment manager AllianceBernstein. (French insurer AXA, through its AXA Financial unit, owns a majority of the subsidiary.) AllianceBernstein administers about 80 mutual funds, including value equity, growth equity, fixed income, index, and structured investments....

AllianceBernstein has tons of funds. As one of the world's largest investment managers, the company (formerly Alliance Capital Management) administers about 80 domestic and international mutual funds. It serves such institutional investors as pension funds, foundations, endowments, government entities, and insurance firms....

Not to say Blue Planet isn't into the color blue, but it's a certainty that the firm is into the green. Blue Planet Investment Management administers 12 UK-based investment trusts including BP Financials Growth, BP Worldwide Financials, and BP European Financials....

Calamos Asset Management wants to make the most of your assets. Through its subsidiaries the company provides money management and investment advice to institutional and individual investors. The firm manages about a dozen mutual funds and five closed-end funds representing a range of investment strategies and risk levels; it also offers managed accounts and alternative investments....

Established in 1948, CDC Group focuses on investing in emerging markets in Africa, Asia, and Latin America, specifically for the private sector. Owned by the UK government (though the government is not involved with the firm's operations), CDC does not make the investments themselves; instead, the firm leverages the use of a third party fund manager....

Davis Selected Advisers (sometimes known as Davis Advisors) manages a family of some half a dozen mutual funds and holds significant equity stakes in several public firms. Other offerings for individual and institutional investors include annuities and managed accounts....

Delaware Management Holdings, which does business as Delaware Investments, provides investment management services to institutional and individual clients. The company offers some 40 mutual funds, retirement plans, and managed accounts for consumers. For its approximately 200 institutional clients with least $25 million to invest, Delaware Investments offers separate accounts and mutual funds....

Helping clients steer clear of financial potholes is all in a day's work for Dodge & Cox. The asset management firm, founded in 1930, provides mutual funds and separately managed accounts, specializing in low costs and long-term investments. Its four fund offerings are a stock fund, an international stock fund, a balanced fund, and an income fund....

Domini Social Investments is an investment firm with a focus on socially and environmentally responsible investments. Through investment vehicles including: the Domini Social Equity Fund, the Domini Social Bond Fund, and the Domini Money Market Account, the firm manages nearly $2 billion in investor capital and invests it in community economic development....

Mutual funds are DWS Investments' bread and butter. Formerly DWS Scudder, the firm is the US retail asset management division of Deutsche Asset Management (DeAM), which in turn is part of German banking giant Deutsche Bank....

Love may be soft as an easy chair, but this Evergreen knows that money -- and lots of it -- really provides comfort. Evergreen Investment Management (Evergreen Investments for short) manages more than 80 stock, bond, and money market mutual funds for some three million individual and institutional investors....