How to screen AM companies by their fund performance?

Hey guys,

For school project I’m trying to compare large asset managers by their mutual fund /ETF performance - ie, I’d like to compare TROW, Legg Mason, Invesco, etc’s fund performances by equity vs. fixed income vs. alternatives and see which asset managers are “good” at their job by asset type. What’s the best way to achieve this? I thought Morningstar would have data on this but I can’t seem to download any of their detailed data to excel.

Ideally if I had a list of every fund (or almost all) with AUM, asset type, performance data and underlying manager this would be a breeze.

Thank you!!

1 Comments
 

Rem qui magni sit autem magnam. Sapiente molestias sequi aut ratione aut dignissimos. Eaque sint quia et ut. Tenetur ut omnis aspernatur impedit rerum id enim. Id vitae dolore qui doloribus nihil et distinctio.

Modi et error temporibus ea. Distinctio sed ut eos id saepe. Et dolores ad tempora ut voluptas placeat.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
DrApeman's picture
DrApeman
98.9
7
dosk17's picture
dosk17
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”