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Wilshire Associates, Inc. is an American independent investment management firm that offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base. Wilshire manages capital for more than 600 institutional investors globally representing more than $8 trillion of capital.
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).
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.
RS provides its services to pensions, investment companies, high net worth individuals, corporations, and banks. It also has a selection of mutual funds which it offers to clients. [18] In 2007, RS Investments was one of the largest stockholders in Corrections Corporation of America, with 2,486,866 shares. [19]
Edward Jones serves investment clients in the U.S. and Canada, through its branch network of more than 15,000 locations [7] and 19,000 financial advisors. [8] The company currently has relationships with nearly 8 million clients and $1.8 trillion in assets under management worldwide. The firm focuses solely on individual investors and business ...
Financial Engines acquired registered investment advisory firm The Mutual Fund Store for $560 million in 2015. [17] By 2018, the company managed $160 billion in assets and was the largest provider of managed accounts in the defined-contribution market. [ 18 ]
Direxion was founded in 1997 under the name Potomac Funds as a provider of mutual funds. The original name referred to the Potomac River near the company's first office in Alexandria, Virginia. [1] In November 1997, Potomac Funds became the second company to introduce an inverse mutual fund, following a similar move by Rydex Investments in 1994 ...
This page was last edited on 21 September 2019, at 09:43 (UTC).; Text is available under the Creative Commons Attribution-ShareAlike 4.0 License; additional terms may apply.
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277 West Nationwide Boulevard, Columbus, OH · Directions · (614) 227-5725