Fund Families

Fund Families

• Foreign Funds

Fund Families Links

• ING Pilgrim Funds Variety of fixed income and equity funds plus a fund developed specifically for seniors.
  
• OppenheimerFunds, Inc. Offers municipal bond; taxable bond; balanced; value, growth and global equity; and real asset funds.
  
• Saturna Offers money market, bond, international and growth equity funds under the Sextant name. Also offers three funds under the Amana name which follow Islamic investing principles.
  
• Nicholas-Applegate Capital Management Provides a selection of fixed income, domestic, and international equity funds to institutional investors.
  
• AmSouth Mutual Funds Offers several fixed-income, including Florida tax exempt, funds and a range of equity funds.
  
• Markman Mutual Funds Specializes in funds of funds ranging from income to aggressive styles.
  
• One Group Funds Provides a selection of municipal bond, general income, and equity funds.
  
• BlackRock Funds Offers a wide range of funds to individuals and institutions.
  
• Munder Funds Provides a range of income, domestic and international equity funds as well as three funds-of-funds.
  
• Guinness Flight A small family of funds concentrating on the premise that Asia and in particular China will be the place to invest in the next century.
  
• Marshall Funds Provides money market, income, and a range of equity funds.
  
• AIM Family of Funds Offers a large selection of funds in the major categories with three different share classes.
  
• 59 Wall Street Funds Several U.S. and international funds managed by the private bank Brown Brothers Harriman.
  
• United Asset Management Funds Comprised of over 40 different mutual funds managed by 20 different affiliates.
  
• Burnham Funds Provides money market, financial services sector, long-term growth, and Dow 30 focused funds.
  
• Amerindo Funds Offers a biotechnology, internet and technology fund.
  
• American Scandia Funds Hires sub-advisors to manage their 27 funds.
  
• 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.
  
• Parnassus Investments Offers two funds with a contrarian socially responsible style.
  
• SAFECO Mutual Funds Offers money market, taxable and tax exempt bond, and a variety of equity funds.
  
• Kemper Funds Provides a wide range of funds in all investment styles.
  
• Neuberger Berman Mutual Funds Offers a family of no-load income and equity funds.
  
• IDEX Funds Contracts with outside money managers to manage its 32 funds.
  
• Nuveen Funds Offers a variety of equity and income funds with a large number of municipal bond funds.
  
• Lazard Funds Offers a range of domestic and international bond and equity funds focusing on value.
  
• Charles Schwab Offers a family of stock, bond, and money market funds as well as funds of funds.
  
• Victory Funds Offers a variety of funds, but mostly equity and specialty funds.
  
• Citizens Funds Seven funds that keep in mind social and environmental issues when investing in companies.
  
• Selected Funds Provides US Treasury, small-cap growth, and growth and income funds.
  
• Amana Mutual Funds Trust Invests its growth and income funds according to Islamic principles.
  
• The Maxus Funds Information on this group of funds which includes an aggressive value fund, a fund specializing in Ohio-based equities, and a value oriented fund of funds.
  
• Yacktman Funds Provides two no load funds, one diversified and one focused, aimed at providing a blend of growth and value investing.
  
• Touchstone Funds A family of eight funds including money market, fixed income, value, and emerging growth offerings.
  
• Ivy Mackenzie Provides a family of general, regional, and sector international equity funds as well as fixed income and domestic growth funds.
  
• 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.
  
• Baron Funds Provides no-load mutual funds that invest in small and medium-sized growth companies.
  
• Van Eck Global Specializes in global funds including bonds, equities, hard assests, and real estate.
  
• JPMorgan Funds Offers a number of domestic and international funds.
  
• MainStay Funds Offers taxable and tax exempt income, value, and growth equity funds.
  
• PBHG Funds Offers a variety of value, growth, and sector equity funds.
  
• Scudder Investments Provides a wide variety of money market, bond, and domestic and global equity funds.
  
• Hennessy Funds Provides two funds based on the Dogs of the Dow strategy.
  
• Monetta Funds Seven no-load mutual funds focusing on growth using fundamental analysis to make trading decisions.
  
• Flag Investors Provides a value based fund family to investors nationwide through financial intermediaries.
  
• Quantitative Group of Funds A small family of equity funds with a quantitative investment style.
  
• Jamestown Funds Relatively small fund family offers a balanced fund, an international fund, a domestic fund and a tax exempt (Virginia) fund.
  
• Thompson Plumb Funds Offers a growth, bond and balanced fund.
  
• Montgomery Funds Specializes in growth-oriented equity funds and also provides bond funds, including California tax free funds.
  
• Dupree Mutual Funds Specializes in single state no-load municipal bond funds, including Kentucky, North Carolina, and Tennessee offerings.
  
• Goldman Sachs Asset Management Offers an array of money market, fixed income, asset allocation, and international and domestic equity funds.
  
• Van Wagoner Capital Management Provides five aggressive growth equity funds.
  
• Wells Fargo Funds With 67 funds, this bank covers a wide variety of mutual funds.
  
• Rydex Series Trust Index and sector funds designed to match a specific benchmark with no trading costs. Built-in leverage available.
  
• Roulston Funds Very basic information on this family's five funds.
  
• California Investment Trust No-load index, money market, and bond funds.
  
• Value Line Publishing, Inc. Offers a range of money market, taxable and tax exempt bond, convertible securities, and domestic and international equity funds.
  
• Founders Funds Offers 10 no-load funds ranging from aggressive small cap and international funds to balanced and income funds.
  
• Memorial Funds Provides investment avenues to the death care industry.
  
• Security Benefit Group Offers funds in a range of risk/return categories with three share classes.
  
• Accessor Funds No-load funds specializing in allocation funds.
  
• Century Mutual Funds Offers two financial services industry specific mutual funds, Century Shares Trust and Century Small Cap Select. This site has information on the first of those.
  
• TIAA-CREF Provides six stable value, income, and equity no load funds.
  
• GE Mutual Funds Devoted to providing financial solutions to consumers seeking to accumulate, preserve, and protect wealth over their lifetimes.
  
• ICON Funds Offers a wide variety of sector and regional funds.
  
• American Funds A family of funds covering investment mixes from money market to aggressive growth.
  
• 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).
  
• Lipper Funds, Inc. Offers a high income bond fund as well as domestic and international equity funds.
  
• Ivy Funds Offers nine agressive international funds, three agressive domestic funds and one bond fund.
  
• Deutsche Asset Management Fund offerings include those that were formerly known as BT Mutual Funds and Morgan Grenfell Funds.
  
• Monterey Mutual Funds Information on the bond mutual funds and value equity mutual fund managed by Pacific Income Advisers.
  
• Principal Mutual Funds A family of growth, income, and international funds with four share classes.
  
• Armada Funds Offers 23 mutual funds and 4 different load structures.
  
• Van Kampen American Capital Offers range of fixed income, blended, and value, growth, and international equity funds.
  
• MFS Mutual Funds A family of over fifty funds covering all areas of the investment spectrum.
  
• New England Funds Provides a variety of income, growth, and value funds.
  
• State Street Research Mutual Funds Offers a selection of incoming, growth and income, and growth funds.
  
• Millennium Funds Firm offers two mutual funds: Growth, and Growth and Income.
  
• Invesco Mutual Funds Provides a selection of money market, bond, domestic and international equity, and sector funds.
  
• Rushmore Funds Four funds concentrating on low risk investments; two of the funds are for Virginia and Maryland residents only.
  
• Lake Forest Funds Offers a core equity fund and a money market fund.
  
• 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.
  
• Alleghany Funds A family of twelve no-load mutual funds.
  
• Legg Mason Mutual Funds Specializes in value based equity and income funds.
  
• Enterprise Funds Provides money market, incoming, hybrid, growth, aggressive growth, and sector funds.
  
• Oakmark Funds Provides domestic and international equity funds.
  
• Delaware Funds With over 68 years of investment management experience and over 60 mutual funds.
  
• Alpha Analytics Mutual Funds Information on funds.
  
• Countrywide Investments Provides a family of mutual funds as well as private portfolio management.
  
• American Century Money market, bond, balanced, sector and equity funds.
  
• Franklin Templeton Offers over 110 mutual funds covering most fund types. Includes some basic financial education.
  
• Pimco Funds Provides several taxable and tax exempt bond; value, growth, blended, index, and sector equity; and balanced funds.
  
• Payden Funds No-load global and domestic money market funds including GNMA funds, municipal high yield bonds and stock mutual 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.
  
• IPS Funds Provides two socially responsible funds with an investment focus on companies involved in disruptive technologies.
  
• Payden and Rygel Offers a variety of bond funds in addition to domestic, European, and global equity funds.
  
• Westcore Funds Offers twelve no load fixed income and growth funds.
  
• US Global Investors A mutual fund company; provider of financial services; investment management; gold; precious metals and retirement.
  
• Rainier Funds Five no-load funds named after the mountain.
  
• Orbitex Funds Offers five funds with general growth, focused, natural resources, information technology, and biotechnology coverage.
  
• Vintage Funds A family of no-load mutual funds including money market, fixed-income and equity funds.
  
• O'Shaughnessy Funds Offers a selection of four funds: growth, value, Dogs of the Dow, and aggressive growth.
  
• Papp and Associates Provides long term growth, focus, and international funds.
  
• Salomon Brothers Offers eleven funds ranging from cash management to aggressive and regional growth funds.
  
• Pioneer Funds Provides a selection of funds for conservative, moderate, and aggressive investors.
  
• Activa Mutual Funds Offers three equity funds and one bond fund managed by different management companies.
  
• Columbia Funds Offers 12 no-load funds including money market, fixed income, balanced, real estate, growth, international and small cap funds.
  
• First Investors First Investors mutual funds and other products.
  
• 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.
  
• Chase Vista Funds Offers equity, bond and money market mutual funds.
  
• Wachovia Funds
  
• Warburg Pincus Funds Offers a no load funds spanning the investment spectrum, weighted towards aggressive growth.
  
• Wright Investors Offers several domestic equity and country specific funds. Also offers the Catholic Values Investment Trust which avoids companies which violate Catholic principles.
  
• AAL Mutual Funds
  
• Putnam Investments Provides a wide range of bond, equity, and asset allocation funds.
  
• Loomis Sayles & Company L.P. Provides a family of funds, primarily value based but also including bond funds and an aggressive growth offering.
  
• Dresdner RCM Global Funds Dresdner RCM Global Investors' investment philosophy, unique research capabilities, mutual funds, investment performance, and other information.
  
• Integrity Mutual Funds Specializes in municipal bond funds and also offers an equity fund of funds.
  
• Global Asset Management (USA) Provides an extensive range of US and international bond, equity and hedge funds. Registration required.
  
• Vontobel Funds Provides six fixed income and equity funds investing in US and international securities.
  
• Quaker Family of Funds Offers value funds in different capitalizations, core equity, aggressive growth, and fixed income funds.
  
• William Blair Mutual Funds Offers a family of 10 income and equity funds with four share classes.
  
• Prudent Bear Funds No-load, actively-managed short mutual funds for declining stock market and declining dollar and rising gold prices.
  
• Pauzé Funds Concentrates on bond markets with its four bond funds.
  
• The Unified Funds Offers a selection of index funds as well as an internet fund.
  
• AARP Investment Program A special share class of mutual funds managed by Zurich Scudder Investments for members of the American Association of Retired Persons.
  
• John Hancock Provides a large selection of domestic and international income and equity funds to individuals and institutions.
  
• Chesapeake Funds Specializes in equity growth funds.
  
• Kinetics Mutual Funds Internet and aggressive growth funds.
  
• Royce Funds Specializes in micro and small cap funds with both concentrated and diversified offerings.
  
• Regions Funds Funds offered by Regions Bank.
  
• The Bramwell Funds Offers two growth funds, one general and one concentrated.
  
• Chase Funds Mutual funds from the Chase Manhattan Corporation.
  
• Green Century Funds Two no-load funds founded by respected non-profit environmental organizations.
  
• Berger Funds Offers a family of funds including money market, balanced, small and midcap value and growth, and aggressive growth.
  
• Waddell and Reed Offers a range of fixed income, balanced, and growth funds including domestic and international securities.
  
• Institutional Capital Corporation Funds Institutional money manager specializing in large-cap value equities offers four mutual funds.
  
• UMB Scout Funds Provides income funds, including a Kansas tax-exempt fund, as well as domestic and global equity funds.
  
• Galaxy Mutual Funds Affiliated with Fleet Investment Advisors.
  
• Burgundy Asset Provides a variety of value funds to institutions and high net worth individuals.
  
• Numeric Investors L.P. A small family of value and growth funds using quantitative investment principles.
  
• Dreyfus Provides an extensive range of money market, bond, value, and growth funds.
  
• Rockland Funds Two small cap funds using fundamental analysis to pick stock holdings.
  
• Bishop Street Funds Load funds managed by Bishop Street Capital Management.
  
• Transamerica Investors A family of nine funds ranging in style from money market to aggressive growth.
  
• First Eagle Funds Unique fund company offers a non-diversified domestic fund and a non-diversified international fund.
  
• Firsthand Funds Six science and technology funds based in California's Silicon Valley.
  
• Crabbe Huson A small family of funds built around contrarian principles. Includes equity, blended, small cap, and real estate funds as well as an Oregon tax-free fund.
  
• Provident Institutional Funds Institutional money market funds.
  
• Smith Barney Mutual Fund Family Offers over sixty funds including bond, growth, global, and asset allocation funds.
  
• Northern Funds A variety of money market, growth and income funds managed by Northern Trust.
  
• Conseco Funds Insurance company offers growth and income funds with low minimums.
  
• Lindner Funds A small family of funds which includes small and large cap value funds and an market neutral fund.
  
• Strong Funds Offers a wide array of equity, bond, and asset allocation funds.
  
• Liberty Funds Many funds with different objectives using 6 different money management companies for advice.
  
• Harris Insight Provides taxable and tax exempty money market and bond funds and a range of equity funds with a value orientation.
  
• Prudential: Mutual Funds A large family of taxable, tax exempt, and global bond; general, sector, and global equity; and asset allocation funds.
  
• 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.
  
• Thornburg Funds Offers income, both taxable and tax exempt, and domestic and global value funds.
  
• Zurich Funds Offers six taxable and tax exempt money market funds.
  
• Fremont Funds Offers eleven funds ranging including money market, California tax-free bond, real estate, micro, small cap and general equity, and international funds.
  
• Badgley Funds Offers the Badgley Balanced Fund and Badgley Growth Fund.
  
• T. Rowe Price Provides domestic and international equity funds as well as taxable, tax-free, and international bond funds.
  
• King Investment Advisors Mid- and small-cap mutual funds available to individual investors.
  
• FPC - Hawaii Municipal Bond Funds First Pacific Capital specializes in tax-free investing with their two Hawaii municipal bond funds.
  
• Kent Funds
  
• Smith Breeden Associates Offers two bond funds and an enhanced equity index fund.
  
• Undiscovered Managers Funds Six funds managed by money managers who normally service high net worth clients.
  
• Artisan Funds No-load mutual funds.
  
• Federated Investors Funds Offers an extensive selection of domestic and international income and equity funds.
  
• Alger A family of five equity funds, with three share classes each, and a money market fund.
  
• American Express Financial Direct Over 200 mutual funds, money market funds, fixed and variable annuities.
  
• HighMark Funds Offers a range of mutual funds, from conservative money market funds to more aggressive growth funds.
  
• AXA Rosenberg Funds Provides small cap, Japanese, and market neutral funds.
  
• Aquila Funds Specializes in tax-free single state income funds for states with high tax rates.
  
• 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.
  
• Sit Mutual Funds Offers several funds ranging from money market to development market offerings.
  
• PAX World Family Family of three funds that invest in socially responsible companies.
  
• Mairs and Power Funds The Mairs and Power Growth Fund and the Mairs and Power Balanced Fund.
  
• First American Funds Create a personalized, diversified portfolio via our 38 mutual funds.
  
• Pearl Mutual Funds Offers a total return fund and an aggressive growth fund investing primarily in other mutual funds.
  
• J&B Funds Three funds started late in 2000 aimed at primarly small and mid-cap investing.
  
• Wanger Advisors Trust
  
• Jurika and Voyles Funds Three funds using fundamental analysis to pick stocks.
  
• Mercury Funds Features many funds in many categories and is a big promoter of the 529 college savings plan.
  
• Alliance Capital Provides a wide selection of municipal bond funds and US and global equity and bond funds.
  
• Thurlow Funds Prospectus, holdings, and other investor information for The Thurlow Growth Fund, investing in primarily US growth equities.
  
• First Funds A selection of money market, Tennessee tax free bond, fixed income, and equity funds from First Tennessee.
  
• Merriman Funds Five no-load funds that invests in other mutual funds using market timing strategies to lower risk.
  
• ABN AMRO Funds Global fund company with asian, european, growth, value, real estate, fixed income and money market funds.
  
• Oak Associates Funds Specializes in technology stock mutual funds.
  
• Wasatch Funds Offers a US Treasury fund and five equity funds including micro-cap growth and value funds.
  
• Janus Funds Specializes in equity growth funds with several concentrated offerings.
  
• Dresher Funds Offers two funds of funds, one moderate growth and one aggressive growth.
  
• STAAR System Trust A family of two bond funds and four funds-of-funds covering large, small, international and alternative equities.
  
• Fidelity Funds The nation's largest mutual fund company; leading provider of financial services; investment management; retirement and brokerage services.
  
• Lord, Abbett & Co. Provides more than 30 funds covering several bond and equity investment styles.
  
• Vanguard Group Known for the lowest fund operating expenses in the industry.
  
• Huntington Funds Offers equity, fixed-income, and money market mutual funds.
  
• Marsico Funds Offers a focus fund and a growth and income fund.
  
• Calvert Group Provides mutual funds that invest in socially and environmentally responsible companies.
  
• Mackenzie Financial Corporation Offers a large selection of bond and equity funds to US and Canadian investors.