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  2. Capital Group Companies - Wikipedia

    en.wikipedia.org/wiki/Capital_Group_Companies

    As of 2019, Capital Group had 36 mutual funds, which operate under their American Funds banner and had about US$1.9 trillion under management. [27] Growth Fund of America, founded in 1973, was the largest actively-managed fund as of 2020 with around $150 billion. [28]

  3. Morningstar, Inc. - Wikipedia

    en.wikipedia.org/wiki/Morningstar,_Inc.

    Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential ...

  4. List of American exchange-traded funds - Wikipedia

    en.wikipedia.org/wiki/List_of_American_exchange...

    List of American exchange-traded funds. This is a table of notable American exchange-traded funds, or ETFs. As of 2020, the number of exchange-traded funds worldwide was over 7,600, [1] representing about 7.74 trillion U.S. dollars in assets. [2] The largest ETF, as of April 2021, was the SPDR S&P 500 ETF Trust (NYSE Arca: SPY), with about $353 ...

  5. 7 Best Small-Cap ETFs for September 2024 - AOL

    www.aol.com/finance/7-best-small-cap-etfs...

    Vanguard Small-Cap ETF (VB) Assets under management: $58.91 billion. Five-year average return: 10.77%. Expense ratio: 0.05%. SEC yield: 1.45%. Vanguard is well known in the fund industry for ...

  6. Is American Funds Growth Fund of America C (GFACX) a ... - AOL

    www.aol.com/news/american-funds-growth-fund...

    Mutual Fund Report for GFACX. For premium support please call: 800-290-4726 more ways to reach us

  7. Franklin Templeton Investments - Wikipedia

    en.wikipedia.org/wiki/Franklin_Templeton_Investments

    Franklin Resources, Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. It is listed on the New York Stock Exchange under the ticker symbol BEN, in honor of Benjamin Franklin ...

  8. TIAA pushes costly investment products on clients to cover ...

    www.aol.com/news/tiaa-pushes-costly-investment...

    Morningstar, a third-party independent registered investment adviser, is “the financial expert that generates the investment allocation advice and selection of asset classes for the advice and ...

  9. Morningstar Rating for Funds - Wikipedia

    en.wikipedia.org/wiki/Morningstar_Rating_for_Funds

    The Morningstar Rating for Funds is a rating system for investment funds operated by Morningstar. The Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility. The highest rating of five stars ...

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