704-408-8050 [email protected]

Available Winback Potential for Investment Companies

  • Total Market – Your Market Share = Available Greenfield Market Potential
  • What is your company’s potential market? See below.
  • Consider trying a hot link from your listing on Mutualfunddirectory.org
  • (defacto #1 Mutual Fund Industry Directory site in the world 2014-2018 per Google, mobile, Bing, and Yahoo)
    • Includes your logo as the hotlink
    • Includes a link from www.femaleinvestor101.com
    • Includes your short message vs our random news via the internet posts
    • 1,700 potential retail Investment customers per month average.
    • $5,859 value per user in gross profit after commissions per conversion using industry averages
    • $1,800 per month.
    • Just four additional conversions enterprise-wide per year pays for this link plus the PR and branding benefits for the entire year.
    • Call for more details. 704-408-8050
    • Agencies welcome
Market Share for the top 120 Mutual Fund Companies
Ranked by
AUM
on 2/20/2019
Company NameAUM $ (in Billions)Company Market Share %Company Customer Market Potential %Date of Data
1Black Rock Funds$5,980.00 9.23%90.77%12/31/2018
2Vanguard$4,500.00 6.95%93.05%12/31/2018
3Charles Schwab$3,360.00 5.19%94.81%12/31/2018
4State Street Global Advisors$2,511.00 3.88%96.12%12/31/2018
5Fidelity Investments$2,400.00 3.70%96.30%12/31/2018
6JP Morgan$2,077.00 3.21%96.79%9/30/2018
7BNY Mellon (Dreyfus)$1,700.00 2.62%97.38%12/31/2018
8PIMCO$1,660.00 2.56%97.44%12/31/2018
9Amundi Asset Mgmt$1,610.00 2.48%97.52%12/31/2018
10Capital Group$1,600.00 2.47%97.53%6/30/2018
11Prudential Investments$1,410.00 2.18%97.82%9/30/2018
12BofA Merrill Lynch$1,400.00 2.16%97.84%12/31/2018
13TD Ameritrade$1,297.00 2.00%98.00%10/17/2017
14Legal & General Investments$1,229.00 1.90%98.10%12/31/2018
15T Rowe Price$1,039.00 1.60%98.40%12/31/2018
16Wellington Management$1,000.00 1.54%98.46%12/31/2018
17Edward Jones$1,000.00 1.54%98.46%6/30/2018
18Natixis Global Associates$999.501.54%98.46%9/30/2018
19TIAA$970.001.50%98.50%12/31/2018
20Invesco$930.601.44%98.56%12/31/2018
21Ameriprise Financial$913.401.41%98.59%9/30/2018
22AXA$907.101.40%98.60%6/30/2018
23Northern Trust$855.001.32%98.68%12/31/2018
24Goldman Sachs Asset Management$794.001.23%98.77%3/31/2018
25Deutsche Asset Management$781.001.21%98.79%12/31/2018
26UBS$781.001.21%98.79%9/30/2018
27Insight Investors$778.901.20%98.80%9/30/2018
28Legg Mason$746.701.15%98.85%1/31/2019
29Affiliated Managers Group (AMG)$736.001.14%98.86%12/31/2018
30Franklin Templeton$649.901.00%99.00%12/7/2018
31Principal Financial Group$626.800.97%99.03%12/31/2018
32MetLife$588.000.91%99.09%9/30/2018
33New York Life/Mainstay$544.000.84%99.16%12/31/2018
34Wells Fargo Advisors$540.000.83%99.17%3/30/2018
35Alliance Bernstein$538.000.83%99.17%1/31/2019
36Dimensional Fund Advisers$517.000.80%99.20%12/31/2018
37Pictet$517.000.80%99.20%9/30/2018
38Sun Life Global Investments$490.390.76%99.24%12/31/2018
39The BlackStone Group$472.000.73%99.27%12/31/2018
40Morgan Stanley$463.000.71%99.29%12/31/2018
41MFS Investment Management$452.600.70%99.30%1/31/2019
42AVIVA$451.000.70%99.30%9/30/2018
43Standard Life Aberdeen (UK)$450.000.69%99.31%12/31/2018
44Nomura Asset Management$450.000.69%99.31%6/30/2018
45Columbia Threadneedle$432.500.67%99.33%12/31/2018
46BNP Paribas$425.000.66%99.34%9/30/2018
47Eaton Vance Distributors$423.100.65%99.35%12/31/2018
48Credit Sussie$413.000.64%99.36%9/30/2018
49Federated Investors$392.000.60%99.40%7/27/2018
50Julius Baer Securities$382.100.59%99.41%12/31/2018
51Manulife Asset Mgmt$364.000.56%99.44%12/31/2018
52Aegon$355.700.55%99.45%12/31/2018
53RBC Global Wealth (CAN)$329.000.51%99.49%6/30/2018
54Janus Henderson Group$328.500.51%99.49%12/31/2018
55Dodge & Cox$314.000.48%99.52%3/31/2018
56SEI Investments$307.000.47%99.53%9/30/2018
57Neuberger Berman$304.000.47%99.53%12/31/2018
58Barings$303.900.47%99.53%12/31/2018
59Apollo Management$270.000.42%99.58%12/31/2018
60Guggenheim Partners$265.000.41%99.59%12/31/2018
61Frank Russell Investments$261.200.40%99.60%12/31/2018
62BMO Global Asset Group$260.000.40%99.60%3/31/2018
63Loomis Sayles & Co$249.700.39%99.61%12/31/2018
64Oppenheimer Funds$226.000.35%99.65%1/31/2019
65Carlyle Group$216.500.33%99.67%12/31/2018
66BrightSphere$206.300.32%99.68%12/31/2018
67Voya (ING)$203.400.31%99.69%12/31/2018
68Lazard Mgmt. Group$192.800.30%99.70%12/31/2018
69TCW Group$191.000.29%99.71%12/31/2018
70Robeco/ORIX$189.000.29%99.71%6/30/2018
71American Century Investments$179.000.28%99.72%3/6/2018
72Putnam Investments$169.000.26%99.74%1/31/2019
73Lord Abbett & Co$162.400.25%99.75%12/31/2018
74Bridgewater$160.000.25%99.75%12/31/2018
75IGM Financial$154.000.24%99.76%1/31/2019
76Raymond James$134.900.21%99.79%12/31/2018
77Conning$132.800.20%99.80%12/31/2018
78OakTree$120.000.19%99.81%12/31/2018
79Doubleline$120.000.19%99.81%12/31/2018
80The Hartford$115.400.18%99.82%3/31/2018
81MAN Group$114.000.18%99.82%9/30/2018
82Artisan Partners Financial$105.300.16%99.84%1/31/2019
83LPL Financial$105.000.16%99.84%12/31/2018
84Virtus Investment Partners$92.000.14%99.86%12/31/2018
85US Bancorp$81.000.13%99.87%12/31/2018
86TPG Capital$72.000.11%99.89%12/31/2018
87Stifel Financial Corp$71.500.11%99.89%12/10/2018
88USAA Investment Management$69.200.11%99.89%9/30/2018
89Victory Capital$69.200.11%99.89%9/30/2018
90Oakmark Funds$68.800.11%99.89%12/31/2018
91Waddell & Reed$65.800.10%99.90%12/31/2018
92William Blair Funds$61.600.10%99.90%12/10/2018
93Sterling Capital$56.000.09%99.91%12/31/2018
94Causeway Capital Management$51.400.08%99.92%12/31/2018
95Cerberus Capital Management$50.000.08%99.92%6/30/2018
96Robert W Baird & Co$47.000.07%99.93%12/31/2018
97Thornburg Asset Management$47.000.07%99.93%6/30/2018
98Fortress$42.100.06%99.94%9/30/2018
99Gabelli Investors$37.400.06%99.94%2/16/2019
100Glenmede Investment Management$37.000.06%99.94%1/23/2019
101Pzena$36.600.06%99.94%12/31/2018
102Pacific Global Asset Management$36.120.06%99.94%2/12/2019
103AGF Management Limited$34.500.05%99.95%12/31/2018
104Och-Ziff$33.000.05%99.95%9/30/2018
105Quilter (was Old Mutual)$31.500.05%99.95%9/30/2018
106Brown Brothers Harriman$31.400.05%99.95%9/30/2018
107Matthews Asia Funds$29.400.05%99.95%1/31/2019
108Ares Management$28.000.04%99.96%12/31/2018
109Davis Select Advisers$26.800.04%99.96%3/31/2018
110Manning & Napier$20.700.03%99.97%2/12/2019
111Reams Asset Mgmt$20.600.03%99.97%12/31/2018
112Sterne Agee (SA Stone)$20.000.03%99.97%3/31/2018
113Touchstone Investments$18.000.03%99.97%3/31/2018
114Impax Asset Group$14.990.02%99.98%12/31/2018
115Dyal Capital Partners$14.500.02%99.98%11/30/2018
116Royce Funds$12.800.02%99.98%12/31/2018
117Mercer Advisors$12.000.02%99.98%3/31/2018
118Ariel Investments$11.600.02%99.98%12/31/2018
119Avenue Capital Management$9.600.01%99.99%1/31/2019
120Kelso & Company$9.300.01%99.99%4/26/2018
121Tricon$5.700.01%99.99%11/7/2018
122Emerald$5.600.01%99.99%9/30/2018
123FIS Group$5.600.01%99.99%4/30/2018
124Saturna Capital$3.500.01%99.99%12/31/2018
125Westchester Capital$3.500.01%99.99%9/30/2018
126Tweedy Browne Co$3.200.00%100.00%9/30/2018
127Z Capital Group$2.300.00%100.00%12/31/2018
128Heartland Advisors$1.300.00%100.00%12/31/2018
129Lafayette Investments$0.400.00%100.00%3/26/2018
- - Click for All Companies >>>
"==========="===========
$64,793.90 100.00%
Copyright 2019 - Mutual Fund Marketing Services, LLC

We comply with all FINRA regulations. Specifically, we do not receive nor accept compensation for purchase actions by customers. These sites promote the selection of mutual fund companies by retail investors - not the funds or other investments products offered by the companies.

FINRA ReguluatoryNotice 10-06 requires "static" messages to be submitted to the normal 10-day FINRA/Mutual Fund advertising process for banner advertisements and the 128 character message.

Terms of Service | Privacy Statement | FINRA Statement

This website adheres to US Securities and Exchange Commission - Section 202(a)(11)(A)-(E). We comply with all SEC rules and regulations.