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  2. T. Rowe Price - Wikipedia

    en.wikipedia.org/wiki/T._Rowe_Price

    Two years later it created target-date retirement funds. [23] In 2010, T. Rowe Price bought a significant interest in Unit Trust of India, India's oldest mutual fund company and one of its five largest. [24] Since 2000, T. Rowe Price has opened global offices in locations ranging from Madrid and Dubai to Stockholm and Sydney. [25]

  3. MFS Investment Management - Wikipedia

    en.wikipedia.org/wiki/MFS_Investment_Management

    The company was founded in 1924 by Sherman Adams, Charles H. Learoyd and Ashton L. Carr. L. [3] The company's oldest fund is the Massachusetts Investors Trust, a mutual fund created with $50,000 at the company's inception and reported to be "the world's first open-end investment fund". [3]

  4. Capital Group Companies - Wikipedia

    en.wikipedia.org/wiki/Capital_Group_Companies

    As of 2019, Capital Group had 36 mutual funds, which operate under their American Funds banner and had about US$1.9 trillion under management. [25] Growth Fund of America, founded in 1973, was the largest actively-managed fund as of 2020 with around $150 billion.

  5. Meet the Founder of a Trillion-Dollar Mutual Fund

    www.aol.com/2014/03/15/meet-the-founder-of-a...

    John C. Bogle is the founder and retired CEO of The Vanguard Group,, the largest mutual fund organization in the world, comprising more than 160 mutual funds with current assets totaling more than ...

  6. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock's iShares. [4] In addition to mutual funds and ETFs, Vanguard offers brokerage services, educational account services, financial planning, asset management, and trust services.

  7. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Established in 1946, the company is one of the largest asset managers in the world, with $5.8 trillion in assets under management, and $15.0 trillion in assets under administration, as of September 2024, [4] Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice ...

  8. Franklin Templeton Investments - Wikipedia

    en.wikipedia.org/wiki/Franklin_Templeton_Investments

    The company's first line of mutual funds, Franklin Custodian Funds, was a series of conservatively managed equity and bond funds designed to appeal to most investors. After Rupert Sr. retired, his son, Charles B. Johnson (Charlie), took over as president and chief executive officer in 1957 at age 24.

  9. Morningstar, Inc. - Wikipedia

    en.wikipedia.org/wiki/Morningstar,_Inc.

    Morningstar's current logo was designed by graphic designer Paul Rand. [35] The design features the "o" in Morningstar appearing as a rising sun, which is a nod to a Henry David Thoreau quote that inspired the company's name. [8] Mansueto considers the logo "one of our most valuable assets". [35]