Share Class Assets Under Management Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
View Share Class Assets Under Management Chart
Start Trial

Historical Share Class Assets Under Management Data

View and export this data back to 2004. Start Trial.
Date Value
August 31, 2026 1.096B
June 30, 2026 1.109B
April 30, 2026 1.114B
March 31, 2026 1.115B
February 27, 2026 1.134B
January 30, 2026 1.107B
December 31, 2025 1.110B
November 28, 2025 1.109B
October 31, 2025 1.102B
September 30, 2025 1.079B
August 29, 2025 1.059B
July 31, 2025 1.043B
June 30, 2025 1.045B
May 30, 2025 1.029B
April 30, 2025 1.032B
March 31, 2025 1.027B
February 28, 2025 1.018B
January 31, 2025 1.000B
December 31, 2024 1.000B
November 29, 2024 1.022B
October 31, 2024 998.11M
September 30, 2024 1.009B
August 30, 2024 987.14M
July 31, 2024 956.55M
June 28, 2024 928.04M
Date Value
May 31, 2024 915.59M
April 30, 2024 894.84M
March 29, 2024 910.73M
March 28, 2024 910.73M
February 29, 2024 888.31M
January 31, 2024 900.07M
December 29, 2023 900.91M
November 30, 2023 857.78M
October 31, 2023 812.26M
September 29, 2023 829.69M
August 31, 2023 832.93M
July 31, 2023 820.13M
June 30, 2023 807.89M
May 31, 2023 796.49M
April 28, 2023 793.22M
March 31, 2023 769.93M
February 28, 2023 751.76M
January 31, 2023 756.83M
December 30, 2022 725.66M
November 30, 2022 727.01M
October 31, 2022 687.68M
September 30, 2022 698.19M
August 31, 2022 728.75M
July 29, 2022 747.79M
June 30, 2022 730.82M

Share Class Assets Under Management (AUM) Definition

Share Class Assets Under Management (AUM) is the total market value of the investments that a fund holds with regards to a specific Share Class of the fund.

Read full definition.

Share Class Assets Under Management Range, Past 5 Years

View Share Class Assets Under Management Range, Past 5 Years
Start Trial
--
Minimum
--
Maximum
--
Average
--
Median

Share Class Assets Under Management Benchmarks

View Share Class Assets Under Management Benchmarks
Start Trial
PIMCO Total Return Fund A 3.760B
Franklin Core Plus Bond Fund A 1.982B
Fidelity SAI Total Bond Fund 22.05B
MFS Total Return Bond Fund A 2.113B
MFS Income Fund A 1.036B

Share Class Assets Under Management Excel Add-In Codes

View Share Class Assets Under Management Excel Add-In Codes
Start Trial
Metric Code: assets_under_management
Latest Data Point: =YCP("M:FEPAX", "assets_under_management")
Last 5 Data Points: =YCS("M:FEPAX", "assets_under_management", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.