Top-Rated Investment Firms
Top-Rated Investment Firms
General Adviser Services and Support |
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1) J.P. Morgan Asset Management | 15.6% |
2) Capital Group, home of American Funds | 13.3% |
3) Fidelity Investments | 8.9% |
4) John Hancock Investment Management | 7.8% |
5) American Century | 6.7% |
5) Principal Global Investors | 6.7% |
7) T. Rowe Price | 6.1% |
7) Vanguard | 6.1% |
Practice Management Ideas, Tools and Other Value-Added Services |
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1) J.P. Morgan Asset Management | 15.4% |
2) Fidelity Investments | 11.1% |
3) Capital Group, home of American Funds | 10.5% |
4) John Hancock Investment Management | 9.3% |
5) BlackRock | 7.4% |
5) Invesco | 7.4% |
7) Vanguard | 5.6% |
Retirement Industry Insight and Analysis |
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1) Fidelity Investments | 21.3% |
2) J.P. Morgan Asset Management | 18.3% |
3) T. Rowe Price | 11.6% |
4) BlackRock | 7.9% |
4) Capital Group, home of American Funds | 7.9% |
6) John Hancock Investment Management | 7.3% |
7) Vanguard | 6.7% |
Wholesaler Knowledge and Responsiveness |
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1) Capital Group, home of American Funds | 11.3% |
1) J.P. Morgan Asset Management | 11.3% |
3) Fidelity Investments | 10.7% |
4) John Hancock Investment Management | 7.7% |
5) American Century | 5.4% |
5) Vanguard | 5.4% |
7) Franklin Templeton | 4.8% |
7) Principal Global Investors | 4.8% |
7) T. Rowe Price | 4.8% |
Reputation |
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1) Fidelity Investments | 32.1% |
2) Vanguard | 23.8% |
3) Capital Group, home of American Funds | 17.9% |
4) J.P. Morgan Asset Management | 10.7% |
5) T. Rowe Price | 7.1% |
6) John Hancock Investment Management | 4.8% |
7) American Century | 2.4% |
7) PIMCO | 2.4% |
Investment Value for Price |
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1) Vanguard | 37.8% |
2) Fidelity Investments | 19.8% |
3) Capital Group, home of American Funds | 14.5% |
4) T. Rowe Price | 5.8% |
5) BlackRock | 4.7% |
6) J.P. Morgan Asset Management | 4.1% |
7) American Century | 2.3% |
7) State Street Global Advisors | 2.3% |
7) TIAA | 2.3% |
Fund Fact Sheets |
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1) Vanguard | 13.7% |
2) Fidelity Investments | 12.9% |
2) T. Rowe Price | 12.9% |
4) Capital Group, home of American Funds | 11.3% |
4) J.P. Morgan Asset Management | 11.3% |
6) BlackRock | 8.1% |
7) MFS Investment Management | 4.0% |
Quarterly Evaluation Materials |
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1) J.P. Morgan Asset Management | 18.5% |
2) Fidelity Investments | 10.8% |
2) Vanguard | 10.8% |
4) T. Rowe Price | 10.0% |
5) John Hancock Investment Management | 7.7% |
6) Capital Group, home of American Funds | 6.2% |
7) MFS Investment Management | 4.6% |
Participant Education Materials |
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1) Fidelity Investments | 17.1% |
2) J.P. Morgan Asset Management | 10.5% |
3) John Hancock Investment Management | 9.9% |
4) Capital Group, home of American Funds | 9.2% |
5) MFS Investment Management | 8.6% |
6) Vanguard | 7.9% |
7) T. Rowe Price | 5.9% |
Plan Participant Support |
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1) Fidelity Investments | 21.3% |
2) Capital Group, home of American Funds | 10.3% |
3) Empower Capital Management, LLC | 9.6% |
3) Vanguard | 9.6% |
5) T. Rowe Price | 8.8% |
6) John Hancock Investment Management | 8.1% |
7) J.P. Morgan Asset Management | 7.4% |
Plan Sponsor Education Materials |
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1) Fidelity Investments | 21.6% |
2) John Hancock Investment Management | 9.5% |
2) T. Rowe Price | 9.5% |
4) Vanguard | 8.1% |
5) J.P. Morgan Asset Management | 7.4% |
6) Capital Group, home of American Funds | 5.4% |
7) American Century | 4.1% |
7) Empower Capital Management, LLC | 4.1% |
7) Invesco | 4.1% |
7) Principal Global Investors | 4.1% |
Plan Sponsor Support |
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1) Fidelity Investments | 22.3% |
2) John Hancock Investment Management | 11.5% |
2) Vanguard | 11.5% |
4) T. Rowe Price | 8.1% |
5) Principal Global Investors | 6.8% |
6) Capital Group, home of American Funds | 5.4% |
6) Empower Capital Management, LLC | 5.4% |