Exposure to tobacco direct stock investments by the top 20 U.S. equity fund managers
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

View only
 
ABCDEFGHIJKLMNOPQRSTUVWXY
1
Asset manager*Number of funds analyzed**Net assets of analyzed fundsDirect stock investments in tobaccoPercent of analyzed assets invested in tobacco
2
Dodge & Cox4$151.30 Billion USD$0.00 Billion USD0.00%
3
Dimensional Fund Advisors56$330.09 Billion USD$0.98 Billion USD0.30%
4
PowerShares113$104.30 Billion USD$0.41 Billion USD0.39%
5
OppenheimerFunds48$148.61 Billion USD$0.63 Billion USD0.43%
6
Franklin Templeton Investments55$240.70 Billion USD$2.07 Billion USD0.86%
7
Fidelity Investments256$1,111.70 Billion USD$9.75 Billion USD0.88%
8
JPMorgan61$183.69 Billion USD$1.68 Billion USD0.92%
9
John Hancock67$91.36 Billion USD$0.85 Billion USD0.94%
10
Jackson National62$110.03 Billion USD$1.03 Billion USD0.94%
11
TIAA Investments26$92.18 Billion USD$0.87 Billion USD0.95%
12
iShares225$936.58 Billion USD$9.33 Billion USD1.00%
13
BlackRock51$96.46 Billion USD$0.99 Billion USD1.02%
14
SPDR State Street Global Advisors96$470.50 Billion USD$4.96 Billion USD1.05%
15
Vanguard91$2,957.53 Billion USD$32.20 Billion USD1.09%
16
Janus Henderson49$110.73 Billion USD$1.40 Billion USD1.26%
17
Invesco52$125.15 Billion USD$1.61 Billion USD1.29%
18
T. Rowe Price71$442.40 Billion USD$5.95 Billion USD1.35%
19
Columbia65$105.34 Billion USD$2.00 Billion USD1.90%
20
MFS38$174.38 Billion USD$3.68 Billion USD2.11%
21
American Funds18$1,204.22 Billion USD$34.80 Billion USD2.89%
22
23
*The top 20 U.S. equity fund managers were selected by taking the dataset of 5,000+ equity funds, grouping by asset manager, and sorting by the sum of their equity fund assets. The figure used for this sorting is in column C.
24
**All funds analyzed were open-end mutual funds or ETFs. Other asset classets, like collective trusts, were not analyzed. All funds analyzed were equity funds with at least 40% of their portfolio assets directly invested in corporate stocks. Other portfolio types, like fixed income funds, were not analyzed. All funds analyzed were U.S. domiciled. Analysis is based on data delivered by Morningstar in September 2017, with >90% of portfolios dated 8-30-17 or later.
25
26
Contact: Andrew Montes, amontes@asyousow.org
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...