Vanguard by far has largest number of funds leading their respective categories in assets under management, as seen in table below. At 44, that’s almost 30% of the 155 categories Lipper tracks.
Pulling on this one a bit more … Vanguard has 178 funds in 81 categories, so with 44 of its funds leading their categories in AUM, Vanguard leads more that half of the categories it “competes” in! Wow.
Continue reading “Fund Category Leaders by AUM”
A bit old news, but here are 2017 risk/return metrics for the top 10 US funds by assets under management (AUM), sorted by AUM. Eight index funds. Two ETFs SPY and IVV. Six Vanguard funds. The two actively managed funds, both American Funds, generate the about same fee annually $2.5B as the six Vanguard funds combined (click on image to enlarge).
Continue reading “2017 Performance of Largest Funds by AUM”
Half of today’s nearly 10,000 US mutual funds & ETFs did not exist 10 years ago. Half of those did not exist 20 years ago. Making for a sort of net effective half-life (or doubling-time) of 10 years. Only 10% existed 30 years ago or say a about generation ago. Only 66 date back to January 1960.
Continue reading “Number of US Funds”