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 7, 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
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
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. ALFI Roadshow to Miami, November 12
  2. IMEA webinar - The Evolving RIA Marketplace & Increasing Use of Active ETFs, November 12
  3. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  4. ALFI Roadshow to Houston, November 13
  5. 2025 Expect Miracles In Boston Gala, November 13
  6. WE Washington DC - Fall Happy Hour, November 13
  7. 2025 MMI Legal & Compliance Virtual Forum, November 13
  8. Citywire Private Assets Retreat 2025, Nov 13-14
  9. IMEA Institutional Roundtable, November 18
  10. IDC Director Segment Meeting - Directors at Small Fund Complexes, November 19
  11. Nicsa ETF Share Classes Operational Considerations, November 19
  12. MFDF webinar - ETF Dual-Class Relief Impacts on Board Oversight, November 19
  13. WE South - Offshore 360: the Macro View, November 19
  14. ICI Securities Law Developments Conference, November 20
  15. ICI Retail Alternatives and Closed-End Funds Conference, November 20
  16. MFDF webinar - Essential Strategies in Board Oversight of AI, Cybersecurity, and Emerging Technology Risks, December 1
  17. MFDF In Focus - Gartenberg Factors, December 2
  18. MFDF webinar - Digital Assets Regulatory Updates & Trends in the Industry, December 3
  19. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, December 9
  20. MFDF webinar - Navigating Co-Investment Relief for Fund Boards, December 16
  21. MFDF webinar - 2025 Fair Valuation Pricing Survey Update, December 18
  22. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  23. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use