Morningstar Fund Family 150 Highlights

How do the largest U.S. fund families compare against one another? A comprehensive assessment takes into account factors like asset flows, market share, and Morningstar ratings. In our semiannual report, analysts break down these considerations across the largest 150 fund families and provide an overall ranking for each one.

In this report, you will learn:
  • • Detailed insight into a fund family’s growth and operations
  • • How and why each ranking has shifted over time
  • • A qualitative and quantitative analysis of each fund family