This dataset contains detailed information on 464 small and mid-cap index funds registered in the United States.

It includes:

- Fund Name

- Ticker Symbol

- Assets Under Management (AUM), standardized in millions

- Fund Company Website

The data is cleaned, categorized, and analyzed to provide insights into market structure and concentration.

Use Cases:

1. Fund Screening: Quickly identify top-performing or under-the-radar funds based on AUM.

2. Market Research: Analyze fund size distribution and market concentration across strategy groups.

3. Portfolio Construction Tools: Integrate AUM data into recommendation engines or robo-advisors.

4. Fintech Development: Use as a core reference dataset for apps, dashboards, or investment analysis platforms.

5. Competitive Intelligence: Compare fund families and track which providers dominate specific segments.

This dataset contains detailed information on 987 large cap index funds registered in the United States.

It includes:

- Fund Name

- Ticker Symbol

- Fund Type (ETF/Mutual Fund)

- Managing Company

- Assets Under Management (AUM), standardized in millions

- Fund Company Website

The data is cleaned, categorized, and analyzed to provide insights into market structure and concentration.

Use Cases:

1. Fund Screening: Quickly identify top-performing or under-the-radar funds based on AUM.

2. Market Research: Analyze fund size distribution and market concentration across strategy groups.

3. Portfolio Construction Tools: Integrate AUM data into recommendation engines or robo-advisors.

4. Fintech Development: Use as a core reference dataset for apps, dashboards, or investment analysis platforms.

5. Competitive Intelligence: Compare fund families and track which providers dominate specific segments.

This dataset contains detailed information on 427 growth index funds registered in the United States.

It includes:

- Fund Name

- Ticker Symbol

- Assets Under Management (AUM), standardized in millions

- Fund Company

- Fund Company Website

The data is cleaned, categorized, and analyzed to provide insights into market structure and concentration.

Use Cases:

1. Fund Screening: Quickly identify top-performing or under-the-radar funds based on AUM.

2. Market Research: Analyze fund size distribution and market concentration across strategy groups.

3. Portfolio Construction Tools: Integrate AUM data into recommendation engines or robo-advisors.

4. Fintech Development: Use as a core reference dataset for apps, dashboards, or investment analysis platforms.

5. Competitive Intelligence: Compare fund families and track which providers dominate specific segments.

This dataset contains detailed information on 324 value index funds registered in the United States.

It includes:

- Fund Name

- Ticker Symbol

- Assets Under Management (AUM), standardized in millions (as of 09/2025)

- Fund Company Website

The data is cleaned, categorized, and analyzed to provide insights into market structure and concentration.

Use Cases:

1. Fund Screening: Quickly identify top-performing or under-the-radar funds based on AUM.

2. Market Research: Analyze fund size distribution and market concentration across strategy groups.

3. Portfolio Construction Tools: Integrate AUM data into recommendation engines or robo-advisors.

4. Fintech Development: Use as a core reference dataset for apps, dashboards, or investment analysis platforms.

5. Competitive Intelligence: Compare fund families and track which providers dominate specific segments.