The top 100 mutual funds currently account for 46% of all assets in the mutual fund industry.
This data is incomplete. We only have market cap data on about 1/2 of all mutual funds.
| Symbol | Name | Category1 | Category2 | Category3 | Morningstar Category | Style | Market cap | Current yield | Fees | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| VFIAX | Vanguard 500 Index Fund Admiral Shares | US Equity | Broad market | Large cap | Large Blend | S&P 500 Index | $299,309,660,000 | 1.88% | 0.04% | Analyze |
| VTSAX | Vanguard Total Stock Market Index Fund Admiral Shares | US Equity | Broad market | Total market | Large Blend | CRSP US Total Market Index | $232,797,990,000 | 1.77% | 0.04% | Analyze |
| VGTSX | Vanguard Total International Stock Index Fund Investor Shares | Global Equity | Global ex-US | Multi-cap | Foreign Large Blend | FTSE Global All Cap ex US Index | $145,590,290,000 | 3.36% | 0.17% | Analyze |
| VTSMX | Vanguard Total Stock Market Index Fund Investor Shares | US Equity | Broad market | Total market | Large Blend | CRSP US Total Market Index | $138,964,660,000 | 1.68% | 0.14% | Analyze |
| VBTLX | Vanguard Total Bond Market Index Fund Admiral Shares | US Fixed Income | Broad market | Investment grade | Intermediate-Term Bond | Bloomberg Barclays U.S. Aggregate Float Adjusted Index | $113,933,690,000 | 2.52% | 0.05% | Analyze |
| FCNTX | Fidelity Contrafund Fund | US Equity | Broad market | Large cap | Large Growth | n/a - Actively managed | $99,432,640,000 | 0.00% | 0.74% | Analyze |
| AGTHX | American Funds The Growth Fund of America Class A | US Equity | Broad market | Large cap | Large Growth | n/a - Actively managed | $95,293,580,000 | 0.68% | 0.62% | Analyze |
| ABALX | American Funds American Balanced Fund Class A | Asset Allocation | US | Moderate | Allocation--50% to 70% Equity | n/a - Actively managed | $76,032,640,000 | 1.92% | 0.57% | Analyze |
| AMECX | American Funds The Income Fund of America Class A | Asset Allocation | US | Moderate | Allocation--70% to 85% Equity | n/a - Actively managed | $67,675,610,000 | 3.46% | 0.55% | Analyze |
| VTIAX | Vanguard Total International Stock Index Fund Admiral Shares | Global Equity | Global ex-US | Multi-cap | Foreign Large Blend | FTSE Global All Cap ex US Index | $65,574,720,000 | 3.42% | 0.11% | Analyze |
| AIVSX | American Funds Investment Company of America Class A | US Equity | Broad market | Large cap | Large Blend | n/a - Actively managed | $58,342,460,000 | 1.95% | 0.58% | Analyze |
| CAIBX | American Funds Capital Income Builder Class A | Asset Allocation | Global | Moderate | World Allocation | n/a - Actively managed | $58,015,800,000 | 3.61% | 0.58% | Analyze |
| AWSHX | American Funds Washington Mutual Investors Fund Class A | US Equity | Broad market | Large cap | Large Blend | n/a - Actively managed | $56,375,380,000 | 1.91% | 0.57% | Analyze |
| VTABX | Vanguard Total International Bond Index Fund Admiral Shares | Global Fixed Income | Global | Investment grade | World Bond | Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index Hedged | $51,036,030,000 | 3.28% | 0.11% | Analyze |
| ANCFX | American Funds Fundamental Investors Class A | US Equity | Broad market | Large cap | Large Blend | n/a - Actively managed | $50,404,520,000 | 1.56% | 0.60% | Analyze |
| MWTIX | Metropolitan West Total Return Bond Fund Class I | US Fixed Income | Corporate bonds | Investment grade | Intermediate-Term Bond | n/a - Actively managed | $48,041,540,000 | 2.33% | 0.45% | Analyze |
| FSKAX | Fidelity Total Market Index Fund | US Equity | Broad market | Total market | Large Blend | Dow Jones U.S. Total Stock Market Index | $47,327,230,000 | 1.89% | 0.02% | Analyze |
| CWGIX | American Funds Capital World Growth and Income Fund® Class A | Global Equity | Global | Large cap | World Large Stock | n/a - Actively managed | $47,113,550,000 | 1.84% | 0.76% | Analyze |
| DBLTX | DoubleLine Total Return Bond Fund Class I | US Fixed Income | Broad market | Investment grade | Intermediate-Term Bond | n/a - Actively managed | $43,776,710,000 | 3.61% | 0.47% | Analyze |
| ANWPX | American Funds New Perspective Fund Class A | Global Equity | Global | Large cap | World Large Stock | n/a - Actively managed | $43,651,560,000 | 1.02% | 0.75% | Analyze |
| VIMAX | Vanguard Mid-Cap Index Fund Admiral Shares | US Equity | Broad market | Mid cap | Mid-Cap Blend | CRSP US Mid Cap Index | $42,843,580,000 | 1.75% | 0.05% | Analyze |
| TRBCX | T. Rowe Price Blue Chip Growth Fund | US Equity | Broad market | Large cap | Large Growth | n/a - Actively managed | $42,508,750,000 | 0.10% | 0.70% | Analyze |
| VIGAX | Vanguard Growth Index Fund Admiral Shares | US Equity | Broad market | Large cap | Large Growth | CRSP US Large Cap Growth Index | $40,923,850,000 | 0.87% | 0.05% | Analyze |
| FXNAX | Fidelity U.S. Bond Index Fund | US Fixed Income | Broad market | Investment grade | Intermediate-Term Bond | Bloomberg Barclays US Aggregate Bond Index | $39,469,570,000 | 2.46% | 0.03% | Analyze |
| VSMAX | Vanguard Small-Cap Index Fund Admiral Shares | US Equity | Broad market | Small cap | Small Blend | CRSP US Small Cap Index | $35,806,600,000 | 1.61% | 0.05% | Analyze |
| FDGRX | Fidelity Growth Company | US Equity | Broad market | Large cap | Large Growth | n/a - Actively managed | $34,451,730,000 | 0.00% | 0.85% | Analyze |
| FKINX | Franklin Income Fund Class A1 | Asset Allocation | US | Moderate | Allocation--30% to 50% Equity | n/a - Actively managed | $33,503,090,000 | 5.80% | 0.62% | Analyze |
| VBIAX | Vanguard Balanced Index Fund Admiral Shares | Asset Allocation | US | Moderate | Allocation--50% to 70% Equity | $32,931,720,000 | 2.08% | 0.07% | Analyze | |
| AMCPX | American Funds AMCAP Fund Class A | US Equity | Broad market | Large cap | Large Growth | n/a - Actively managed | $31,954,020,000 | 0.51% | 0.68% | Analyze |
| PRWCX | T. Rowe Price Capital Appreciation Fund | Asset Allocation | US | Moderate | Allocation--50% to 70% Equity | n/a - Actively managed | $30,060,500,000 | 1.47% | 0.71% | Analyze |
| VTIBX | Vanguard Total International Bond Index Fund Investor Shares | Global Fixed Income | Global | Investment grade | World Bond | Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index Hedged | $29,294,730,000 | 3.26% | 0.13% | Analyze |
| PDBZX | PGIM Total Return Bond Fund -Class Z | US Fixed Income | Broad market | Investment grade | Intermediate-Term Bond | n/a - Actively managed | $29,095,840,000 | 3.35% | 0.51% | Analyze |
| FBGRX | Fidelity Blue Chip Growth Fund | US Equity | Broad market | Large cap | Large Growth | n/a - Actively managed | $28,566,440,000 | 0.00% | 0.72% | Analyze |
| AMRMX | American Funds American Mutual Fund Class A | US Equity | Broad market | Large cap | Large Value | n/a - Actively managed | $26,719,870,000 | 2.16% | 0.57% | Analyze |
| FBALX | Fidelity Balanced Fund | Asset Allocation | US | Moderate | Allocation--50% to 70% Equity | n/a - Actively managed | $26,201,330,000 | 1.76% | 0.53% | Analyze |
| ABNDX | American Funds The Bond Fund of America Class A | US Fixed Income | Corporate bonds | Investment grade | Intermediate-Term Bond | n/a - Actively managed | $25,926,070,000 | 2.15% | 0.61% | Analyze |
| BAGIX | Baird Aggregate Bond Fund Class Institutional | US Fixed Income | Broad market | Investment grade | Intermediate-Term Bond | n/a - Actively managed | $25,028,450,000 | 2.59% | 0.30% | Analyze |
| SGIIX | First Eagle Global Fund Class I | Asset Allocation | Global | Moderate | World Allocation | n/a - Actively managed | $24,876,270,000 | 1.59% | 0.84% | Analyze |
| SMCWX | American Funds SMALLCAP World Fund Class A | Global Equity | Global | Small cap | World Small/Mid Stock | n/a - Actively managed | $24,450,040,000 | 0.00% | 1.04% | Analyze |
| HACAX | Harbor Capital Appreciation Fund Institutional Class | US Equity | Broad market | Large cap | Large Growth | n/a - Actively managed | $23,598,280,000 | 0.06% | 0.66% | Analyze |
| BCOIX | Baird Core Plus Bond Fund Class Institutional | US Fixed Income | Corporate bonds | Investment grade | Intermediate-Term Bond | n/a - Actively managed | $23,585,850,000 | 2.79% | 0.30% | Analyze |
| VFINX | Vanguard 500 Index Fund Investor Shares | US Equity | Broad market | Large cap | Large Blend | S&P 500 Index | $22,744,060,000 | 1.78% | 0.14% | Analyze |
| FPURX | Fidelity Puritan Fund | Asset Allocation | US | Moderate | Allocation--50% to 70% Equity | n/a - Actively managed | $21,802,570,000 | 1.42% | 0.54% | Analyze |
| AEPGX | American Funds EuroPacific Growth Fund Class A | Global Equity | Developed markets ex-US | Large cap | Foreign Large Growth | n/a - Actively managed | $21,650,570,000 | 1.13% | 0.82% | Analyze |
| PRGFX | T. Rowe Price Growth Stock Fund | US Equity | Broad market | Large cap | Large Growth | n/a - Actively managed | $21,631,770,000 | 0.18% | 0.67% | Analyze |
| BSIIX | BlackRock Strategic Income Opportunities Portfolio Institutional Shares | US Fixed Income | Corporate bonds | Unconstrained | Nontraditional Bond | n/a - Actively managed | $21,598,860,000 | 3.16% | 0.90% | Analyze |
| WACPX | Western Asset Core Plus Bond Fund Class I | US Fixed Income | Corporate bonds | Investment grade | Intermediate-Term Bond | n/a - Actively managed | $21,562,630,000 | 3.39% | 0.45% | Analyze |
| PRNHX | T. Rowe Price New Horizons Fund | US Equity | Broad market | Mid cap | Mid-Cap Growth | n/a - Actively managed | $20,344,230,000 | 0.00% | 0.78% | Analyze |
| VEXAX | Vanguard Extended Market Index Fund Admiral Shares | US Equity | Broad market | Small and mid cap | Mid-Cap Blend | S&P Completion Index | $19,704,710,000 | 1.31% | 0.08% | Analyze |
| RPMGX | T. Rowe Price Mid-Cap Growth Fund | US Equity | Broad market | Mid cap | Mid-Cap Growth | n/a - Actively managed | $19,287,470,000 | 0.21% | 0.76% | Analyze |
| VVIAX | Vanguard Value Index Fund Admiral Shares | US Equity | Broad market | Large cap | Large Value | CRSP US Large Cap Value Index | $19,170,780,000 | 2.97% | 0.05% | Analyze |
| FLPSX | Fidelity Low-Priced Stock Fund | US Equity | Broad market | Mid cap | Mid-Cap Value | n/a - Actively managed | $18,894,320,000 | 1.95% | 0.62% | Analyze |
| VGSLX | Vanguard Real Estate Index Fund Admiral Shares | US Equity | Single sector | Real estate | Real Estate | MSCI USA IMI Real Estate Index | $18,487,090,000 | 4.10% | 0.12% | Analyze |
| VBILX | Vanguard Intermediate-Term Bond Index Fund Admiral Shares | US Fixed Income | Corporate bonds | Investment grade | Intermediate-Term Bond | Barclays Capital U.S. 5-10 Year Government/Credit Float Adjusted Index | $18,047,680,000 | 2.63% | 0.07% | Analyze |
| FMAGX | Fidelity Magellan Fund | US Equity | Broad market | Large cap | Large Growth | n/a - Actively managed | $17,661,980,000 | 0.27% | 0.69% | Analyze |
| VTMGX | Vanguard Developed Markets Index Fund Admiral Shares | Global Equity | Developed markets ex-US | Multi-cap | Foreign Large Blend | FTSE Developed All Cap ex US Index | $17,137,500,000 | 3.41% | 0.07% | Analyze |
| VBIRX | Vanguard Short-Term Bond Index Fund Admiral Shares | US Fixed Income | Broad market | Investment grade | Short-Term Bond | Barclays Capital U.S. 1-5 Year Government/Credit Float Adjusted Index | $16,505,640,000 | 2.11% | 0.07% | Analyze |
| PONAX | PIMCO Income Fund Class A | US Fixed Income | Broad market | Unconstrained | Multisector Bond | n/a - Actively managed | $16,343,090,000 | 5.75% | 1.14% | Analyze |
| FFSMX | Fidelity Total Market Index Fund Class F | US Equity | Broad market | Total market | Large Blend | Dow Jones U.S. Total Stock Market Index | $16,195,770,000 | 1.80% | 0.02% | Analyze |
| VWELX | Vanguard Wellington Fund Investor Shares | Asset Allocation | US | Moderate | Allocation--50% to 70% Equity | n/a - Actively managed | $15,760,220,000 | 2.63% | 0.25% | Analyze |
| TRRCX | T. Rowe Price Retirement 2030 Fund | Asset Allocation | US | Moderate | Target-Date 2030 | n/a - Actively managed | $15,609,840,000 | 1.93% | 0.67% | Analyze |
| FTBFX | Fidelity Total Bond Fund | US Fixed Income | Broad market | Investment grade | Intermediate-Term Bond | n/a - Actively managed | $14,959,080,000 | 2.71% | 0.45% | Analyze |
| FOCPX | Fidelity OTC Portfolio | US Equity | Broad market | Large cap | Large Growth | n/a - Actively managed | $14,834,730,000 | 0.00% | 0.88% | Analyze |
| ODVIX | Invesco Oppenheimer Developing Markets Fund Class R6 | Global Equity | Emerging markets | Large and mid cap | Diversified Emerging Mkts | n/a - Actively managed | $14,795,730,000 | 0.80% | 0.87% | Analyze |
| GIBIX | Guggenheim Total Return Bond Fund Institutional Class | US Fixed Income | Corporate bonds | Investment grade | Intermediate-Term Bond | n/a - Actively managed | $14,738,460,000 | 2.42% | 0.51% | Analyze |
| FFFEX | Fidelity Freedom 2030 Fund | Asset Allocation | US | Moderate | Target-Date 2030 | n/a - Actively managed | $13,396,320,000 | 1.70% | 0.70% | Analyze |
| PRHSX | T. Rowe Price Health Sciences Fund | US Equity | Single sector | Health care | Health | n/a - Actively managed | $13,164,760,000 | 0.05% | 0.77% | Analyze |
| ANEFX | American Funds The New Economy Fund Class A | US Equity | Broad market | Large cap | Large Growth | n/a - Actively managed | $13,111,840,000 | 0.30% | 0.77% | Analyze |
| WCMIX | WCM Focused International Growth Fund Institutional Class | Global Equity | Developed markets ex-US | Large cap | Foreign Large Growth | n/a - Actively managed | $13,007,510,000 | 0.22% | 1.06% | Analyze |
| TRRHX | T. Rowe Price Retirement 2025 Fund | Asset Allocation | US | Moderate | Target-Date 2025 | n/a - Actively managed | $12,952,050,000 | 2.06% | 0.64% | Analyze |
| TWCUX | American Century Ultra Fund Investor Class | US Equity | Broad market | Large cap | Large Growth | n/a - Actively managed | $12,825,770,000 | 0.00% | 0.98% | Analyze |
| FRDPX | Franklin Rising Dividends Fund Class A | US Equity | Broad market | Large cap | Large Blend | n/a - Actively managed | $12,821,980,000 | 1.08% | 0.88% | Analyze |
| TRRBX | T. Rowe Price Retirement 2020 Fund | Asset Allocation | US | Moderate | Target-Date 2020 | n/a - Actively managed | $12,816,030,000 | 2.19% | 0.61% | Analyze |
| VWINX | Vanguard Wellesley Income Fund Investor Shares | Asset Allocation | US | Moderate | Allocation--30% to 50% Equity | n/a - Actively managed | $12,686,850,000 | 2.90% | 0.23% | Analyze |
| PRFDX | T. Rowe Price Equity Income Fund | US Equity | Broad market | Large cap | Large Value | n/a - Actively managed | $12,593,000,000 | 2.70% | 0.65% | Analyze |
| VEMAX | Vanguard Emerging Markets Stock Index Fund Admiral Shares | Global Equity | Emerging markets | Large and mid cap | Diversified Emerging Mkts | FTSE Emerging Markets All Cap China A Inclusion Index | $12,436,990,000 | 3.72% | 0.14% | Analyze |
| VSGAX | Vanguard Small-Cap Growth Index Fund Admiral Shares | US Equity | Broad market | Small cap | Small Growth | CRSP US Small Cap Growth Index | $12,034,570,000 | 0.59% | 0.07% | Analyze |
| HLMIX | Harding Loevner International Equity Portfolio Institutional Class | Global Equity | Developed markets ex-US | Large cap | Foreign Large Growth | n/a - Actively managed | $11,972,920,000 | 1.77% | 0.82% | Analyze |
| AFTEX | American Funds Tax-Exempt Bond Fund Class A | US Fixed Income | Municipal bonds | Investment grade | Muni National Interm | n/a - Actively managed | $11,910,200,000 | 2.53% | 0.52% | Analyze |
| NEWFX | American Funds New World Fund Class A | Global Equity | Emerging markets | Large and mid cap | Diversified Emerging Mkts | n/a - Actively managed | $11,793,390,000 | 1.12% | 1.00% | Analyze |
| SGENX | First Eagle Global Fund Class A | Asset Allocation | Global | Moderate | World Allocation | n/a - Actively managed | $11,646,190,000 | 1.33% | 1.11% | Analyze |
| FFFDX | Fidelity Freedom 2020 Fund | Asset Allocation | US | Moderate | Target-Date 2020 | n/a - Actively managed | $11,590,760,000 | 1.82% | 0.61% | Analyze |
| PCBIX | Principal MidCap Fund Institutional Class | US Equity | Broad market | Mid cap | Mid-Cap Growth | n/a - Actively managed | $11,380,620,000 | 0.48% | 0.68% | Analyze |
| FKTFX | Franklin California Tax Free Income Fund Class A1 | US Fixed Income | Municipal bonds | Investment grade | Muni California Long | n/a - Actively managed | $11,289,480,000 | 3.05% | 0.58% | Analyze |
| VAFAX | Invesco American Franchise Fund Class A | US Equity | Broad market | Large cap | Large Growth | n/a - Actively managed | $11,259,960,000 | 0.00% | 1.01% | Analyze |
| LUBAX | Lord Abbett Ultra Short Bond Fund Class A | US Fixed Income | Corporate bonds | Investment grade | UltraShort Bond | n/a - Actively managed | $11,180,100,000 | 2.00% | 0.40% | Analyze |
| LALDX | Lord Abbett Short Duration Income Fund Class A | US Fixed Income | Corporate bonds | Investment grade | Short-Term Bond | n/a - Actively managed | $11,135,650,000 | 3.42% | 0.59% | Analyze |
| FFTWX | Fidelity Freedom 2025 Fund | Asset Allocation | US | Moderate | Target-Date 2025 | n/a - Actively managed | $11,070,460,000 | 1.73% | 0.66% | Analyze |
| BHYIX | BlackRock High Yield Bond Portfolio Institutional Shares | US Fixed Income | Corporate bonds | High yield | High Yield Bond | n/a - Actively managed | $10,989,930,000 | 5.87% | 0.61% | Analyze |
| FCISX | Franklin Income Fund Class C | Asset Allocation | US | Moderate | Allocation--30% to 50% Equity | n/a - Actively managed | $10,915,550,000 | 5.14% | 1.12% | Analyze |
| VWNFX | Vanguard Windsor™ II Fund Investor Share | US Equity | Broad market | Large cap | Large Value | n/a - Actively managed | $10,891,450,000 | 2.20% | 0.34% | Analyze |
| DBLFX | DoubleLine Core Fixed Income Fund Class I | US Fixed Income | Broad market | Investment grade | Intermediate-Term Bond | n/a - Actively managed | $10,857,590,000 | 3.33% | 0.48% | Analyze |
| TRRDX | T. Rowe Price Retirement 2040 Fund | Asset Allocation | US | Moderate | Target-Date 2040 | n/a - Actively managed | $10,777,070,000 | 1.70% | 0.72% | Analyze |
| VSIAX | Vanguard Small Cap Value Index Fund Admiral Shares | US Equity | Broad market | Small cap | Small Value | CRSP US Small Cap Value Index | $10,623,300,000 | 2.50% | 0.07% | Analyze |
| JMGIX | JPMorgan Managed Income Fund L Class Shares | US Fixed Income | Corporate bonds | Investment grade | Ultrashort Bond | n/a - Actively managed | $10,581,390,000 | 2.19% | 0.25% | Analyze |
| HLIEX | JPMorgan Equity Income Fund Class I | US Equity | Broad market | Large cap | Large Value | n/a - Actively managed | $10,581,160,000 | 2.18% | 0.75% | Analyze |
| TGBAX | Templeton Global Bond Fund Advisor Class | Global Fixed Income | Global | Broad market | World Bond | n/a - Actively managed | $10,305,850,000 | 6.09% | 0.71% | Analyze |
| WOBDX | JPMorgan Core Bond Fund Class I | US Fixed Income | Broad market | Investment grade | Intermediate-Term Bond | n/a - Actively managed | $10,210,370,000 | 2.57% | 0.50% | Analyze |
| PRDGX | T. Rowe Price Dividend Growth Fund | US Equity | Broad market | Large cap | Large Blend | n/a - Actively managed | $10,165,850,000 | 1.30% | 0.64% | Analyze |
| TRRJX | T. Rowe Price Retirement 2035 Fund | Asset Allocation | US | Moderate | Target-Date 2035 | n/a - Actively managed | $10,079,750,000 | 1.83% | 0.70% | Analyze |
| TOTAL | 100 | $3,337,012,280,000 | 1.99% |
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