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Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (76)

Company Market Cap Price
WFC Wells Fargo & Company
Mutual Funds represent actively managed fund offerings within asset management.
$278.60B
$87.04
+1.22%
MS Morgan Stanley
Actively managed mutual funds as a core product line.
$263.11B
$164.04
-0.13%
RY Royal Bank of Canada
RBC offers actively managed Mutual Funds as part of its investment products.
$207.10B
$146.47
+0.39%
C Citigroup Inc.
Citi distributes mutual funds as part of its asset management offerings.
$189.07B
$101.22
+1.00%
MUFG Mitsubishi UFJ Financial Group, Inc.
Active mutual funds are part of MUFG's asset management offerings.
$186.67B
$15.14
+0.07%
SCHW The Charles Schwab Corporation
Schwab offers actively managed mutual funds as part of its fund lineup.
$171.74B
$94.53
+0.13%
BLK BlackRock, Inc.
Actively managed mutual funds are a key product alongside ETFs in BlackRock's fund lineup.
$167.76B
$1082.58
-1.41%
TD The Toronto-Dominion Bank
TD offers mutual funds as part of its asset management capabilities.
$147.13B
$82.12
+0.26%
UBS UBS Group AG
Mutual Funds are a core product within Asset Management offerings.
$123.09B
$38.35
+0.84%
BMO Bank of Montreal
BMO offers actively managed mutual funds as part of its asset management offerings.
$90.58B
$124.19
+0.42%
MFG Mizuho Financial Group, Inc.
Asset management offerings include mutual funds, expanding wealth management product suites.
$85.45B
$6.75
+0.67%
BNS The Bank of Nova Scotia
Mutual Funds represents revenue from actively managed fund products within wealth management.
$81.17B
$65.59
-0.10%
LYG Lloyds Banking Group plc
Asset management products (mutual funds) are part of Lloyds' IP&I/asset services.
$74.85B
$4.72
+0.96%
USB U.S. Bancorp
Mutual funds are a traditional product line linked to USB's asset/wealth management businesses.
$72.73B
$46.67
-0.35%
PNC The PNC Financial Services Group, Inc.
Offers actively managed mutual funds as part of asset management offerings.
$72.21B
$182.56
+0.13%
NWG NatWest Group plc
Mutual Funds are part of the asset management products NatWest offers to clients.
$64.15B
$15.46
-0.19%
MFC Manulife Financial Corporation
Active mutual funds as part of asset management product suite.
$56.71B
$32.38
+0.72%
AMP Ameriprise Financial, Inc.
AMP offers actively managed mutual funds as part of its asset management offerings.
$42.68B
$452.75
-0.30%
PUK Prudential plc
Active mutual funds are a key product line within the asset management business.
$38.36B
$27.86
-0.66%
BBD Banco Bradesco S.A.
Mutual funds operating as part of Bradesco's asset management business.
$35.97B
$3.38
-0.15%
SLF Sun Life Financial Inc.
MFS provides actively managed mutual funds as a primary product line.
$35.05B
$60.84
-0.42%
HIG The Hartford Financial Services Group, Inc.
Mutual Funds (Actively Managed) reflect Hartford's mutual fund offerings across multiple markets.
$34.92B
$124.21
+0.61%
STT State Street Corporation
Mutual funds are part of the asset management product suite alongside ETFs and other funds.
$32.81B
$115.69
+0.41%
RJF Raymond James Financial, Inc.
Mutual funds offerings as part of the asset management product suite.
$32.01B
$158.69
+0.40%
LPLA LPL Financial Holdings Inc.
LPL enables access to non-proprietary mutual funds for advisor and client portfolios.
$30.18B
$377.07
+11.40%
CRCL Circle Internet Group
Tokenized funds (USYC) align with mutual funds category as an investable fund product.
$28.00B
$126.93
+3.44%
FUTU Futu Holdings Limited
Offers mutual funds, including asset allocation and tokenized money market funds.
$27.48B
$199.02
+4.92%
SHG Shinhan Financial Group Co., Ltd.
Mutual funds are a key product offering within SHG's asset management framework.
$26.50B
$51.78
+0.71%
BAP Credicorp Ltd.
Wealth management typically includes mutual funds; Credicorp may offer mutual funds as part of its asset management.
$24.63B
$260.78
+0.30%
TROW T. Rowe Price Group, Inc.
Actively managed mutual funds product line offered by the firm.
$22.59B
$102.56
+0.42%
NMR Nomura Holdings, Inc.
Mutual funds are a core product line within asset management, likely offered by Nomura's asset management division.
$21.15B
$7.12
+0.78%
SSNC SS&C Technologies Holdings, Inc.
SS&C serves clients in mutual fund operations and related fund-management tasks, aligning with actively managed funds.
$20.74B
$84.94
+1.56%
TPG TPG Inc.
Actively managed mutual funds as part of diversified fund offerings.
$20.34B
$55.05
-0.77%
BCH Banco de Chile
Mutual funds management is a core asset management product offering.
$17.63B
$34.98
+0.27%
EQH Equitable Holdings, Inc.
Active mutual funds are part of AB's product capabilities and EQH's asset management offering.
$15.01B
$49.38
+2.18%
AEG Aegon Ltd.
Active mutual fund products within the asset management and investment offerings.
$13.82B
$7.58
-0.07%
SF Stifel Financial Corp.
Mutual funds represent a key product line within asset management, contributing to fee-based assets.
$12.17B
$118.36
+0.50%
BEN Franklin Resources, Inc.
The firm offers actively managed mutual funds as a core product line.
$11.88B
$22.60
-0.75%
EVR Evercore Inc.
Mutual funds (actively managed) are part of the investment management product set.
$11.39B
$294.44
+0.95%
JEF Jefferies Financial Group Inc.
Mutual Funds (Actively Managed) as part of the asset management product lineup.
$10.90B
$52.86
-0.32%
IVZ Invesco Ltd.
Active mutual funds are a key product line for many asset managers, including Invesco.
$10.61B
$23.69
+0.89%
CMA Comerica Incorporated
Active mutual fund offerings are part of CMA's asset management capabilities.
$9.83B
$76.56
-0.69%
GGAL Grupo Financiero Galicia S.A.
Asset management includes actively managed mutual funds under the Galicia group.
$8.72B
$59.12
+9.93%
PRI Primerica, Inc.
Investment and Savings Products include actively managed mutual funds distributed through Primerica’s ISP platform.
$8.54B
$259.36
-0.84%
VOYA Voya Financial, Inc.
VOYA's Investment Management business likely includes actively managed mutual funds as part of its fund lineup and retail/institutional offerings.
$7.17B
$74.47
+1.65%
JHG Janus Henderson Group plc
Active mutual funds are a major product line with positive flow dynamics evidenced in Q1 2025.
$6.79B
$43.56
+1.28%
FNB F.N.B. Corporation
Mutual funds as an investment product line within asset management activities.
$5.66B
$15.72
+0.77%
LAZ Lazard Ltd
The firm offers actively managed mutual funds as part of its asset management suite.
$5.50B
$48.79
+0.04%
IFS Intercorp Financial Services Inc.
Mutual Funds exposure via Interfondos app for mutual fund clients.
$4.93B
$43.06
+0.40%
AB AllianceBernstein Holding L.P.
AB offers actively managed mutual funds as a key product, contributing to revenue and AUM.
$4.45B
$40.24
+1.23%
VCTR Victory Capital Holdings, Inc.
Victory Capital provides actively managed mutual funds as a major product category and revenue stream.
$4.19B
$62.27
+0.64%
INTR Inter & Co, Inc.
Active funds/portfolio offerings (mutual funds) within the investment ecosystem.
$4.02B
$9.14
-0.27%
FHI Federated Hermes, Inc.
Manages actively managed mutual funds, a core product for asset managers.
$3.76B
$48.48
+2.48%
APAM Artisan Partners Asset Management Inc.
Manages actively managed pooled vehicles, such as mutual funds, as part of its offerings.
$3.52B
$43.69
+0.65%
CNS Cohen & Steers, Inc.
CNS manages actively run mutual funds across its core strategies.
$3.48B
$68.39
-1.64%
WSFS WSFS Financial Corporation
Active mutual fund products included in wealth management offerings.
$2.96B
$52.08
-1.42%
BOH Bank of Hawaii Corporation
Mutual funds are often part of wealth-management offerings and align with BOH's advisory/platform capabilities.
$2.58B
$64.97
+0.05%
DBRG DigitalBridge Group, Inc.
Flagship funds (DBP I-III) indicate actively managed fund offerings, aligning with the Mutual Funds category.
$2.15B
$11.82
-4.75%
SII Sprott Inc.
Active/actively managed mutual funds exposure as part of fund lineup alongside ETFs.
$2.08B
$82.09
+0.35%
SYBT Stock Yards Bancorp, Inc.
Mutual funds as part of investment product offerings related to wealth management.
$1.92B
$64.98
-1.11%
WT WisdomTree, Inc.
Tokenized money market funds and fund products align with the Mutual Funds category in a tokenized form.
$1.76B
$11.97
+3.41%
VRTS Virtus Investment Partners, Inc.
Offers actively managed mutual funds as a major product category within its fund lineup.
$1.13B
$162.99
+1.33%
SUPV Grupo Supervielle S.A.
USD-denominated mutual fund offering as part of IOL asset management.
$1.10B
$12.42
+11.79%
OPY Oppenheimer Holdings Inc.
Asset management activities typically include actively managed mutual funds, aligning with the Mutual Funds tag as a product line.
$733.91M
$69.62
+0.54%
FCBC First Community Bankshares, Inc.
Mutual Funds are offered as part of wealth management capabilities.
$591.15M
$32.42
-0.48%
CCNE CNB Financial Corporation
Wealth management activities likely include mutual fund products as part of client offerings.
$516.09M
$24.59
+1.61%
DHIL Diamond Hill Investment Group, Inc.
Mutual Funds (Actively Managed) — DHIL sponsors actively managed mutual funds.
$349.77M
$128.05
+1.39%
SAMG Silvercrest Asset Management Group Inc.
Actively managed mutual funds are a product line, with the firm launching/seed-investing in new global value equity strategies.
$189.61M
$14.12
-1.53%
CCFN Muncy Columbia Financial Corporation
Offers mutual funds as part of investment products for clients.
$184.58M
$52.16
WHG Westwood Holdings Group, Inc.
The firm operates actively managed mutual funds.
$157.59M
$16.46
+1.23%
ENBP ENB Financial Corp
Mutual funds or fund-style investments as part of asset management offerings.
$128.03M
$23.00
HNNA Hennessy Advisors, Inc.
Active mutual funds are a central product offering and revenue driver for HNNA.
$76.38M
$9.56
-2.45%
MGLD The Marygold Companies, Inc.
USCF Investments implies actively managed funds as a product line.
$45.84M
$1.03
+3.52%
TOP TOP Financial Group Limited
Asset management initiatives imply potential mutual fund products as part of its service lineup.
$44.43M
$1.20
+0.84%
GROW U.S. Global Investors, Inc.
Provides actively managed mutual funds as part of its investment product lineup.
$32.73M
$2.49
-1.58%
BCG Binah Capital Group, Inc.
BCG offers actively managed mutual funds as part of its investment product lineup.
$27.89M
$1.67
+5.70%

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FHI Federated Hermes, Inc.

Federated Hermes Reports Q3 2025 Earnings: Record AUM and Strong Revenue Growth

Oct 31, 2025
TROW T. Rowe Price Group, Inc.

T. Rowe Price Reports Q3 2025 Earnings, Beats Revenue and Profit Estimates

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JHG Janus Henderson Group plc

Janus Henderson Group Reports Strong Q3 2025 Earnings, AUM Hits Record High

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JHG Janus Henderson Group plc

Janus Henderson Receives $46‑Per‑Share Takeover Proposal from Trian and General Catalyst

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LAZ Lazard Ltd

Lazard Reports Third Quarter and Nine-Month 2025 Results

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FHI Federated Hermes, Inc.

Federated Hermes to Acquire 80% Stake in U.S. Real‑Estate Manager FCP Fund Manager

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LAZ Lazard Ltd

Lazard Reports Record Adjusted Net Revenue in Q3 Earnings Call

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IVZ Invesco Ltd.

Invesco Real Estate Announces New Leadership Appointments

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TROW T. Rowe Price Group, Inc.

T. Rowe Price Files for Actively Managed Crypto ETF

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T. Rowe Price Adds Allan Golston and Richard Verma as Independent Directors

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TROW T. Rowe Price Group, Inc.

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Oct 14, 2025
IVZ Invesco Ltd.

Invesco CEO Andrew Schlossberg Elected Chair of Investment Company Institute

Oct 13, 2025
IVZ Invesco Ltd.

Invesco Accelerates Private Markets Partnership with Barings, Launching Invesco Dynamic Credit Opportunity Fund

Oct 07, 2025
LAZ Lazard Ltd

Lazard Asset Management Launches Listed Infrastructure ETF (GLIX)

Oct 06, 2025
TROW T. Rowe Price Group, Inc.

T. Rowe Price Implements Clearwater Analytics Platform to Modernize Stable Value Operations

Oct 06, 2025
BEN Franklin Resources, Inc.

Franklin Resources Announces September 2025 Month-End Assets Under Management Update

Oct 03, 2025
BEN Franklin Resources, Inc.

Franklin Templeton Completes Acquisition of Apera Asset Management, Boosting Alternative AUM to $270 Billion

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FHI Federated Hermes, Inc.

Federated Hermes Launches MDT Market Neutral ETF to Expand Product Lineup

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BEN Franklin Resources, Inc.

Franklin Templeton Expands Canvas Platform with Tax Aware Long-Short Capabilities

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BEN Franklin Resources, Inc.

Franklin Templeton Forms Strategic Partnership to Expand Private Infrastructure Solutions for Wealth Clients

Sep 16, 2025
BEN Franklin Resources, Inc.

Binance and Franklin Templeton Partner to Develop Digital Assets Initiatives and Products

Sep 10, 2025
BEN Franklin Resources, Inc.

Franklin Templeton Names Daniel Gamba Chief Commercial Officer and Co-President

Sep 07, 2025
BEN Franklin Resources, Inc.

Franklin Resources Announces August 2025 Month-End Assets Under Management Increase

Sep 04, 2025
IFS Intercorp Financial Services Inc.

Intercorp Financial Services Reports Strong Q2 2025 Net Profit of S/580 Million, 20.7% ROE

Aug 11, 2025
HNNA Hennessy Advisors, Inc.

Hennessy Advisors Reports Q3 Fiscal 2025 Earnings with Revenue and Net Income Growth

Aug 06, 2025
BEN Franklin Resources, Inc.

Franklin Resources Announces July 2025 Month-End Assets Under Management Increase

Aug 05, 2025
BEN Franklin Resources, Inc.

Franklin Resources Reports Q3 Fiscal Year 2025 Results, Shows Improved Outflow Trends and Strategic Growth

Aug 01, 2025
FHI Federated Hermes, Inc.

Federated Hermes Reports Strong Q2 2025 Earnings, Record AUM, and New Buyback Program

Jul 31, 2025
FHI Federated Hermes, Inc.

Goldman Sachs and BNY Mellon Launch Tokenized Money Market Funds, Signaling Industry Shift

Jul 23, 2025
BEN Franklin Resources, Inc.

Franklin Templeton Adds Managed Options Strategies to its Custom Indexing Platform, Canvas

Jul 21, 2025
BEN Franklin Resources, Inc.

Franklin Templeton Hires Rich Nuzum as Head of OCIO to Expand Solutions Business

Jul 17, 2025
BEN Franklin Resources, Inc.

Franklin Resources Announces June 2025 Month-End Assets Under Management Increase

Jul 03, 2025
HNNA Hennessy Advisors, Inc.

Hennessy Advisors Added to Russell 3000E Growth and Russell Microcap Growth Indices

Jun 30, 2025
IFS Intercorp Financial Services Inc.

Fitch Ratings Upgrades Intercorp Financial Services to 'BBB' with Stable Outlook

Jun 12, 2025
BEN Franklin Resources, Inc.

Franklin Templeton to Acquire Majority Interest in Apera Asset Management, Expanding European Private Credit Platform

Jun 04, 2025
BEN Franklin Resources, Inc.

Franklin Equity Group Appoints Surajit Ray as Head of Portfolio Construction and Quantitative Risk

May 21, 2025
BEN Franklin Resources, Inc.

Franklin Templeton to Convert 10 Putnam Municipal Bond Mutual Funds to ETFs

May 19, 2025
HNNA Hennessy Advisors, Inc.

Hennessy Stance ESG ETF Transitions to Fully Transparent Structure and Renamed Hennessy Sustainable ETF

May 12, 2025
IFS Intercorp Financial Services Inc.

Intercorp Financial Services Reports Significant Net Income and EPS Growth in Q1 2025

May 08, 2025
HNNA Hennessy Advisors, Inc.

Hennessy Advisors Reports 65% Increase in Q2 Fiscal 2025 Earnings Per Share

May 07, 2025
BEN Franklin Resources, Inc.

Franklin Resources Announces April 2025 Month-End Assets Under Management Decline Driven by WAM Outflows

May 05, 2025
BEN Franklin Resources, Inc.

Franklin Resources Reports Q2 Fiscal Year 2025 Results, Net Income Declines Amid WAM Outflows

May 02, 2025
IFS Intercorp Financial Services Inc.

Intercorp Financial Services Files 2024 Annual Report with SEC

Apr 25, 2025
FHI Federated Hermes, Inc.

Federated Hermes Reports Record AUM and Increased Dividend in Q1 2025 Earnings

Apr 24, 2025
FHI Federated Hermes, Inc.

Federated Hermes Acquires Majority Stake in Rivington Energy Management

Apr 09, 2025
BEN Franklin Resources, Inc.

Franklin Resources Announces March 2025 Month-End Assets Under Management Decline

Apr 03, 2025
IFS Intercorp Financial Services Inc.

Intercorp Financial Services Commits to Minimum 20% Net Profit Dividend for 2025

Mar 31, 2025
HNNA Hennessy Advisors, Inc.

Hennessy Advisors to Acquire STF Management ETFs, Expanding ETF Offerings

Mar 14, 2025
BEN Franklin Resources, Inc.

Franklin Resources Announces February 2025 Month-End Assets Under Management Update

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BEN Franklin Resources, Inc.

Templeton Emerging Markets and Dragon Funds Announce Initiatives to Reduce Discount to NAV

Feb 26, 2025

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