Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Who Rakes In the Most Flows Per Fund? The Answer Won't Surprise You Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, August 07, 2015

Who Rakes In the Most Flows Per Fund? The Answer Won't Surprise You

Reported by Neil Anderson, Managing Editor

Even from a different angle, Vanguard [profile] is kicking mutual fund distribution ass and taking names.

The folks at Morningstar pulled together data for MFWire on net mutual fund flows for the 100 largest mutual fund families in the first six months of 2015. The twist was simple: we wanted to know how many different funds (not counting different share classes of the same funds) each shop has, and what the average net flows per fund was for each family.

Here are the top 10 fund firms in terms of net inflows per fund (open-end mutual funds and ETFs only) in the first half of 2015:

1) Vanguard, $137 million per fund (133 funds);

2) PrimeCap Odyssey Funds [profile], $61.4 million per fund (3 funds);

3) Schwab's [profile] ETFs, $56.7 million per fund (21 funds);

4) Dodge & Cox [profile], $42.3 million per fund (6 funds);

5) TCW's MetWest [profile], $35.0 million per fund (9 funds);

6) DoubleLine [profile], $34.4 million per fund (13 funds);

7) Harris Associates' Oakmark [profile], $29.1 million per fund (7 funds);

8) Edward Jones' Bridge Builder, $26.3 million per fund (5 funds);

9) J.P. Morgan [profile], $25.8 million per fund (102 funds); and

10) Deutsche Asset & Wealth Management [profile], $24.1 million per fund (24 funds).

By comparison, here's a list of the top 10 fund firms by total net inflows in the first half of 2015. Only three fund firms are on both lists:

1) Vanguard, $18.2 billion;

2) BlackRock [profile], $6.39 billion;

3) J.P. Morgan, $2.63 billion;

4) Dimensional Fund Advisors (DFA [profile]), $1.76 billion;

5) Schwab's ETFs, $1.19 billion;

6) WisdomTree [profile], $1.09 billion;

7) Invesco's PowerShares [profile], $988 million;

8) Jackson National [profile], $952 million;

First Trust [profile], $803 million; and

10) John Hancock [profile], $736 million. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. The 32nd Sub-Advised Funds Forum, Sep 20-21
  2. Crane's Money Fund Symposium, Sep 21-23
  3. Expect Miracles Foundation's 4th Annual Atlantic Coast Classic, September 21
  4. ICI 2021 Virtual Tax and Accounting Conference - Day 1, September 21
  5. MFDF webinar - the Nuts and Bolts of SPACs, September 22
  6. Morningstar Investment Conference, Sep 22-24
  7. Nicsa webinar - Listen, Learn & Lead | Utilizing Beneficial Partnerships, September 22
  8. MFDF Director Discussion Series - Open Forum via Zoom, September 23
  9. MMI Distribution Leadership Forum - Day 2, September 24
  10. Citywire Greenwich Harbor Retreat 2021, Sep 27-28
  11. Inside ETFs, Sep 27-29
  12. MFDF webinar - MPI's 2021 Mid-Year Survey of Investment Firm Profitability, September 28
  13. ICI 2021 Virtual Tax and Accounting Conference - Day 2, September 28
  14. IMEA In-Person Leadership Summit, September 29
  15. ALFI Digi Pulse USA, September 30
  16. ICI 2021 Virtual Tax and Accounting Conference - Day 3, October 5
  17. Nicsa 2021 General Membership Meeting, Oct 6-8
  18. MFDF webinar - BDCs 101: The Board Perspective, October 13
  19. MFDF Director Discussion Series - Open Forum (New York), October 14
  20. Fund Intelligence Mutual Fund Industry and ETF Awards, October 14
  21. 2021 Nicsa GMM - Digital Innovation Summit, October 19
  22. 2021 MMI Annual Conference, Oct 20-28
  23. Tiburon CEO Summit XLI, Nov 1-3
  24. MFDF webinar - ISO Crypto Exposure: What Boards Need to Know, November 9
  25. MFDF Director Discussion Series - Open Forum via Zoom, November 18
  26. MFDF webinar - Fund Industry Claims Trends: An Insurer's Perspective, December 2




©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use