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  2. Fidelity Magellan Fund - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Magellan_Fund

    The largest growth of the fund occurred under Lynch's management with a growth in assets invested in the fund from $18 million to $14 billion during his tenure. [4] However, the best annual return was 116.08% in 1965, and the best three year record was 68.32% annualized between 1965 and 1967, as the fund was operating with limited assets and ...

  3. Commentary: The results are in: During 2024, actively ... - AOL

    www.aol.com/news/commentary-results-during-2024...

    From 1977 to 1990, he built Fidelity's Magellan Fund from $18 million in assets to $14 billion, averaging an annual return of 29%, possibly the most successful such run ever.

  4. Affiliated Managers Group - Wikipedia

    en.wikipedia.org/wiki/Affiliated_Managers_Group

    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.

  5. How to build your own target-date retirement fund [Video] - AOL

    www.aol.com/finance/build-own-target-date...

    Their fees reflect the asset-allocation monitoring by a fund manager on top of the fund expenses. The average net expense ratio for target-date funds is 0.84%, per Morningstar Direct’s most ...

  6. What Is the Average Mutual Fund Return? - AOL

    www.aol.com/finance/average-mutual-fund-return...

    A mutual fund is a portfolio of assets overseen by professional money managers. Mutual funds act as a vehicle for people to get exposure to capital markets and, ideally, to earn a return on the ...

  7. Franklin Templeton Investments - Wikipedia

    en.wikipedia.org/wiki/Franklin_Templeton_Investments

    Mutual fund pioneer Sir John Templeton was the owner of Templeton, Galbraith & Hansberger Ltd together with his son Dr. John Templeton and John Galbraith who together owned 70% of the firm. [ 9 ] In November 1996, Heine Securities Corporation, known for the Mutual Series of funds, merged into the Franklin Templeton complex.

  8. Fiera Capital - Wikipedia

    en.wikipedia.org/wiki/Fiera_Capital

    Fiera Capital Corporation (Fiera) is a Canadian asset management company headquartered in Montreal, Quebec.The company has expanded through a series of acquisitions. It invests in multiple asset classes which are in both public and private markets although the majority of its assets are in public markets.

  9. Virtus Investment Partners - Wikipedia

    en.wikipedia.org/wiki/Virtus_Investment_Partners

    Virtus Investment Partners, Inc. is an American company which operates as a multi-manager asset management business, comprising a number of individual affiliated managers, each having its own investment process and brand, and the services of unaffiliated sub advisers.