Business: Investing: Mutual_Funds: Fund_Families
Top: Business: Investing: Mutual_Funds: Fund_Families:
AARP Investment Program
A special share class of mutual funds managed by Zurich Scudder Investments for members of the American Association of Retired Persons.
ABN AMRO Funds
Global fund company with asian, european, growth, value, real estate, fixed income and money market funds.
Accessor Funds
No-load funds specializing in allocation funds.
Activa Mutual Funds
Offers three equity funds and one bond fund managed by different management companies.
AIM Family of Funds
Offers a large selection of funds in the major categories with three different share classes.
Alger
Primarily growth funds and a money market option.
Alliance Capital
Provides a wide selection of municipal bond funds and US and global equity and bond funds.
Alpha Analytics Mutual Funds
Information on funds.
Amana Mutual Funds Trust
Invests its growth and income funds according to Islamic principles.
American AAdvantage Funds
Multi-manager family of funds offering a balance of fund types.
American Century
Money market, bond, balanced, sector and equity funds.
American Funds
A family of funds covering investment mixes from money market to aggressive growth.
Ameriprise Financial
Over 200 mutual funds, money market funds, fixed and variable annuities.
AmSouth Mutual Funds
Offers several fixed-income, including Florida tax exempt, funds and a range of equity funds.
Aquila Funds
Specializes in tax-free single state income funds for states with high tax rates.
Armada Funds
Offers 23 mutual funds and 4 different load structures.
Artisan Funds
No-load mutual funds.
Badgley Funds
Offers the Badgley Balanced Fund and Badgley Growth Fund.
Baron Funds
Provides no-load mutual funds that invest in small and medium-sized growth companies.
Bishop Street Funds
Load funds managed by Bishop Street Capital Management.
BlackRock Funds
Offers a wide range of funds to individuals and institutions.
Burgundy Asset
Provides a variety of value funds to institutions and high net worth individuals.
Burnham Funds
Provides money market, financial services sector, long-term growth, and Dow 30 focused funds.
California Investment Trust
Fund group offers a handful of index funds and bond funds with a focus on California investors.
Calvert Group
Provides mutual funds that invest in socially and environmentally responsible companies.
CGM Funds
Family of 4 mutal funds. Most notably the home of the CGM Realty Fund that invests in real estate securities, including shares of Real Estate Investment Trusts (REITs).
Charles Schwab
Offers a family of stock, bond, and money market funds as well as funds of funds.
Chesapeake Funds
Specializes in equity growth funds.
Citizens Funds
Seven funds that keep in mind social and environmental issues when investing in companies.
Columbia Funds
Older fund company with over 30 funds to choose from based on investing style.
Countrywide Investments
Provides a family of mutual funds as well as private portfolio management.
CSI Funds
Boutique fund complex that offers a blue-chip, large-cap fund and a fixed income fund.
Delaware Funds
With over 68 years of investment management experience and over 60 mutual funds.
Domini Social Investments
Small family of mutual funds. Utilizes screening, shareholder activism, and community investing. United States.
Dreyfus
Provides an extensive range of money market, bond, value, and growth funds.
Dupree Mutual Funds
Specializes in single state no-load municipal bond funds, including Kentucky, North Carolina, and Tennessee offerings.
Enterprise Funds
Provides money market, incoming, hybrid, growth, aggressive growth, and sector funds.
Federated Investors Funds
Offers an extensive selection of domestic and international income and equity funds.
Fidelity Mutual Funds
One of the largest mutual fund companies. Offers a large assortment of mutual funds in many different categories.
Fiduciary Trust Investment Funds
A family of mutual funds including growth and income, growth, international equity, small capitalization funds as well as both taxable and tax-exempt bond funds.
First American Funds
Create a personalized, diversified portfolio via our 38 mutual funds.
First Eagle Funds
Unique fund company offers a non-diversified domestic fund and a non-diversified international fund.
First Focus Funds
Offers a variety of funds for retail and institutional investors.
First Investors
First Investors mutual funds and other products.
Firsthand Funds
Six science and technology funds based in California's Silicon Valley.
Forester Funds
Offers two funds focusing on value and managed by Forester Capital Management.
Founders Funds
Offers 10 no-load funds ranging from aggressive small cap and international funds to balanced and income funds.
Franklin Templeton
Offers over 110 mutual funds covering most fund types. Includes some basic financial education.
Fremont Funds
Offers eleven funds ranging including money market, California tax-free bond, real estate, micro, small cap and general equity, and international funds.
Gabelli Funds, Inc.
Offers a variety of value, growth and specialized equity funds, as well as fixed-income and closed-end convertible and equity funds.
Global Asset Management (USA)
Provides an extensive range of US and international bond, equity and hedge funds. Registration required.
Goldman Sachs Asset Management
Offers an array of money market, fixed income, asset allocation, and international and domestic equity funds.
Green Century Funds
Two no-load funds founded by respected non-profit environmental organizations.
Guardian Investor Services LLC
Provides managed investments vehicles, from mutual funds to tax deferred annuities to retirement savings programs.
Harris Insight
Provides taxable and tax exempty money market and bond funds and a range of equity funds with a value orientation.
Hennessy Funds
Provides two funds based on the Dogs of the Dow strategy.
HighMark Funds
Offers a range of mutual funds, from conservative money market funds to more aggressive growth funds.
Huntington Funds
Offers equity, fixed-income, and money market mutual funds.
ICON Funds
Offers a wide variety of sector and regional funds.
IDEX Funds
Contracts with outside money managers to manage its 32 funds.
ING Pilgrim Funds
Variety of fixed income and equity funds plus a fund developed specifically for seniors.
Institutional Capital Corporation Funds
Institutional money manager specializing in large-cap value equities offers four mutual funds.
Integrity Mutual Funds, Inc.
Specializes in municipal bond funds and also offers an equity fund of funds.
Invesco Mutual Funds
Provides a selection of money market, bond, domestic and international equity, and sector funds.
Ivy Funds
Offers nine aggressive international funds, three aggressive domestic funds and one bond fund.
Jamestown Funds
Relatively small fund family offers a balanced fund, an international fund, a domestic fund and a tax exempt (Virginia) fund.
John Hancock Funds
Provides a large selection of domestic and international income and equity funds to individuals and institutions.
JohnsonFamily Funds
Concentrates on value investing, offering a large cap, a small cap and an international value fund.
JPMorgan Funds
Offers a number of domestic and international funds.
Juilus Baer Investment Funds
Company specializes in worldwide investing and offers three funds for U.S. investors.
Jundt Funds
Six funds typically holding 30 to 50 growth companies that they believe have the technology to propel them through the ups and downs of the market.
Kinetics Mutual Funds
Internet and aggressive growth funds.
King Investment Advisors
Mid- and small-cap mutual funds available to individual investors.
Lazard Funds
Offers a range of domestic and international bond and equity funds focusing on value.
Legg Mason Mutual Funds
Specializes in value based equity and income funds.
Loomis Sayles & Company L.P.
Provides a family of funds, primarily value based but also including bond funds and an aggressive growth offering.
Lord, Abbett & Co.
Provides more than 30 funds covering several bond and equity investment styles.
Mackenzie Financial Corporation
Offers a large selection of bond and equity funds to US and Canadian investors.
MainStay Funds
Offers taxable and tax exempt income, value, and growth equity funds.
Mairs and Power Funds
The Mairs and Power Growth Fund and the Mairs and Power Balanced Fund.
Marketocracy Funds Family
Two mutual funds. One managed by the site users, the other focusing on technology funds.
Marshall Funds
Provides money market, income, and a range of equity funds.
Marsico Funds
Offers a focus fund and a growth and income fund.
Masters' Select Mutual Funds
Uses Litman/Gregory's due diligence skills to assemble portfolio managers within a single mutual fund.
Mercury Funds
Features many funds in many categories and is a big promoter of the 529 college savings plan.
Merriman Funds
Five no-load funds that invests in other mutual funds using market timing strategies to lower risk.
Metzler-Payden, LLC
Manages mutual fund and separate account assets for US and European investors with special focus on European equity and global fixed-income strategies.
MFS Mutual Funds
A family of over fifty funds covering all areas of the investment spectrum.
Monetta Funds
Seven no-load mutual funds focusing on growth using fundamental analysis to make trading decisions.
Munder Funds
Provides a range of income, domestic, and international equity funds as well as index and passive funds.
Neuberger Berman Mutual Funds
Offers a family of no-load income and equity funds.
Nicholas-Applegate Capital Management
Provides a selection of fixed income, domestic, and international equity funds to institutional investors.
North Track Funds
Offers a tax exempt bond, equity index, and equity funds along with financial, technology and healthcare sector funds.
Northern Funds
A variety of money market, growth and income funds managed by Northern Trust.
Numeric Investors L.P.
A small family of value and growth funds using quantitative investment principles.
Oak Associates Funds
Offers five funds focused on a long-term growth time horizon. Managed by Oak Associates, Ltd.
Oakmark Funds
Provides domestic and international equity funds.
OppenheimerFunds, Inc.
Offers municipal bond; taxable bond; balanced; value, growth and global equity; and real asset funds.
Papp and Associates
Provides long term growth, focus, and international funds.
Parnassus Investments
Family of screened funds. United States.
PAX World Family
Family of three funds that invest in socially responsible companies.
Payden and Rygel
Offers a variety of bond funds in addition to domestic, European, and global equity funds.
PBHG Funds
Offers a variety of value, growth, and sector equity funds.
Pearl Mutual Funds
Offers a total return fund and an aggressive growth fund investing primarily in other mutual funds.
Pimco Funds
Provides several taxable and tax exempt bond; value, growth, blended, index, and sector equity; and balanced funds.
Pioneer Funds
Provides a selection of funds for conservative, moderate, and aggressive investors.
Preferred Group
Offering eight funds with different investment objectives and strategies.
Principal Mutual Funds
A family of growth, income, and international funds with four share classes.
Provident Institutional Funds
Institutional money market funds.
Prudent Bear Funds
No-load, actively-managed short mutual funds for declining stock market and declining dollar and rising gold prices.
Quaker Family of Funds
Offers value funds in different capitalizations, core equity, aggressive growth, and fixed income funds.
Quantitative Group of Funds
A small family of equity funds with a quantitative investment style.
Rainier Funds
Five no-load funds named after the mountain.
Reserve Funds
Originators of the first money market fund. Focuses on secure investments.
Robertson Stephens Funds
Offers contrarian value as well as growth and aggressive growth funds.
Rockland Funds
Small cap fund uses fundamental analysis to pick stock holdings.
Royce Funds
Specializes in micro and small cap funds with both concentrated and diversified offerings.
Rydex Series Trust
Index and sector funds designed to match a specific benchmark with no trading costs. Built-in leverage available.
Scudder Investments
Provides a wide variety of money market, bond, and domestic and global equity funds.
Security Benefit Group
Offers funds in a range of risk/return categories with three share classes.
Selected Funds
Provides US Treasury, small-cap growth, and growth and income funds.
Seligman Group of Funds
Offers a range of mutual funds from money market to aggressive growth. Also offers a selection of offshore and closed-end funds.
Shay Assets Management
Chicago-based Shay Assets is the adviser to the Asset Management Fund (AMF) family of no-load mutual funds and the M.S.B. Fund.
Sit Mutual Funds
Offers several funds ranging from money market to development market offerings.
Smith Breeden Associates
Global asset management firm.
STAAR System Trust
A family of two bond funds and four funds-of-funds covering large, small, international and alternative equities.
State Street Research Mutual Funds
Offers a selection of incoming, growth and income, and growth funds.
STI Classic Funds
Managed by Trusco Capital Management, this fund family includes more than 38 stock and bond funds.
Strong Funds
Offers a wide array of equity, bond, and asset allocation funds.
T. Rowe Price
Provides domestic and international equity funds as well as taxable, tax-free, and international bond funds.
Tamarack Funds
Funds aimed at primarily small and mid-cap investing.
Thornburg Funds
Offers income, both taxable and tax exempt, and domestic and global value funds.
Thrivent Funds
Funds offered by a fraternal benefit society of Lutherans joined together for insurance, investment, educational and volunteer opportunities.
Thurlow Funds
Prospectus, holdings, and other investor information for The Thurlow Growth Fund, investing in primarily US growth equities.
TIAA-CREF
Provides six stable value, income, and equity no load funds.
Touchstone Funds
A family of eight funds including money market, fixed income, value, and emerging growth offerings.
Turner Investment Partners, Inc.
Provides eleven no-load income and growth equity funds. Equity offerings range from micro-cap to large-cap and include sector and focused offerings.
Undiscovered Managers Funds
Six funds managed by money managers who normally service high net worth clients.
The Unified Funds
Offers a selection of index funds as well as an internet fund.
US Global Investors
A mutual fund company; provider of financial services; investment management; gold; precious metals and retirement.
Van Eck Global
Specializes in global funds including bonds, equities, hard assests, and real estate.
Van Kampen American Capital
Offers range of fixed income, blended, and value, growth, and international equity funds.
Van Wagoner Capital Management
Provides five aggressive growth equity funds.
Vanguard Group
Known for the lowest fund operating expenses in the industry.
Victory Funds
Offers a variety of funds, but mostly equity and specialty funds.
Vintage Funds
A family of no-load mutual funds including money market, fixed-income and equity funds.
Vontobel Funds
Provides six fixed income and equity funds investing in US and international securities.
Waddell and Reed
Offers a range of fixed income, balanced, and growth funds including domestic and international securities.
Wasatch Funds
Offers a US Treasury fund and five equity funds including micro-cap growth and value funds.
Wells Fargo Funds
With 67 funds, this bank covers a wide variety of mutual funds.
Westcore Funds
Offers twelve no load fixed income and growth funds.
William Blair Mutual Funds
Offers a family of 10 income and equity funds with four share classes.
Wright Investors' Service
Offers a broadly diversified family of Blue Chip mutual funds.
Yacktman Funds
Provides two no load funds, one diversified and one focused, aimed at providing a blend of growth and value investing.
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