Retirement Data

State

U.S. Growth Index Funds

<p>This dataset contains detailed information on <strong>427&nbsp;growth index funds</strong>&nbsp;registered in the United States.</p> <p><strong>It includes:</strong></p> <p>- Fund Name</p> <p>- Ticker Symbol</p> <p>- Assets Under Management (AUM), standardized in millions</p> <p>- Fund Company</p> <p>- Fund Company Website</p> <p>The data is cleaned, categorized, and analyzed to provide insights into market structure and concentration.</p> <p><strong>Use Cases:</strong></p> <p>1. Fund Screening: Quickly identify top-performing or under-the-radar funds based on AUM.</p> <p>2. Market Research: Analyze fund size distribution and market concentration across strategy groups.</p> <p>3. Portfolio Construction Tools: Integrate AUM data into recommendation engines or robo-advisors.</p> <p>4. Fintech Development: Use as a core reference dataset for apps, dashboards, or investment analysis platforms.</p> <p>5. Competitive Intelligence: Compare fund families and track which providers dominate specific segments.</p>

$7

State

U.S. Small and Mid Index Funds

<p>This dataset contains detailed information on <strong>464&nbsp;small and mid-cap index funds</strong>&nbsp;registered in the United States.</p> <p><strong>It includes:</strong></p> <p>- Fund Name</p> <p>- Ticker Symbol</p> <p>- Assets Under Management (AUM), standardized in millions</p> <p>- Fund Company Website</p> <p>The data is cleaned, categorized, and analyzed to provide insights into market structure and concentration.</p> <p><strong>Use Cases:</strong></p> <p>1. Fund Screening: Quickly identify top-performing or under-the-radar funds based on AUM.</p> <p>2. Market Research: Analyze fund size distribution and market concentration across strategy groups.</p> <p>3. Portfolio Construction Tools: Integrate AUM data into recommendation engines or robo-advisors.</p> <p>4. Fintech Development: Use as a core reference dataset for apps, dashboards, or investment analysis platforms.</p> <p>5. Competitive Intelligence: Compare fund families and track which providers dominate specific segments.</p>

$7

State

U.S. Large Cap Index Funds

<p>This dataset contains detailed information on <strong>987&nbsp;large cap index funds</strong>&nbsp;registered in the United States.</p> <p><strong>It includes:</strong></p> <p>- Fund Name</p> <p>- Ticker Symbol</p> <p>- Fund Type (ETF/Mutual Fund)</p> <p>- Managing Company</p> <p>- Assets Under Management (AUM), standardized in millions</p> <p>- Fund Company Website</p> <p>The data is cleaned, categorized, and analyzed to provide insights into market structure and concentration.</p> <p><strong>Use Cases:</strong></p> <p>1. Fund Screening: Quickly identify top-performing or under-the-radar funds based on AUM.</p> <p>2. Market Research: Analyze fund size distribution and market concentration across strategy groups.</p> <p>3. Portfolio Construction Tools: Integrate AUM data into recommendation engines or robo-advisors.</p> <p>4. Fintech Development: Use as a core reference dataset for apps, dashboards, or investment analysis platforms.</p> <p>5. Competitive Intelligence: Compare fund families and track which providers dominate specific segments.</p>

$9

State

U.S. Value Index Funds

<p>This dataset contains detailed information on&nbsp;<strong>324 value index funds</strong>&nbsp;registered in the United States.</p> <p><strong>It includes:</strong></p> <p>- Fund Name</p> <p>- Ticker Symbol</p> <p>- Assets Under Management (AUM), standardized in millions (as of 09/2025)</p> <p>- Fund Company Website</p> <p>The data is cleaned, categorized, and analyzed to provide insights into market structure and concentration.</p> <p><strong>Use Cases:</strong></p> <p>1. Fund Screening: Quickly identify top-performing or under-the-radar funds based on AUM.</p> <p>2. Market Research: Analyze fund size distribution and market concentration across strategy groups.</p> <p>3. Portfolio Construction Tools: Integrate AUM data into recommendation engines or robo-advisors.</p> <p>4. Fintech Development: Use as a core reference dataset for apps, dashboards, or investment analysis platforms.</p> <p>5. Competitive Intelligence: Compare fund families and track which providers dominate specific segments.</p>

$7