Directory of Fund Families Resources

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When a mutual fund company offers two or more mutual funds, it is considered to have a "Family" of funds. Most Fund Families are composed of numerous, categorized, specific mutual funds.

Subcategories

• Foreign Funds

Resources in This Category

• Activa Mutual Funds

  http://www.activafunds.com/
  Offers three equity funds and one bond fund managed by different management companies.

• Alger

  http://www.alger.com/
  Primarily growth funds and a money market option.

• Alliance Capital

  http://www.alliancecapital.com/
  Provides a wide selection of municipal bond funds and US and global equity and bond funds.

• Amana Mutual Funds Trust

  http://saturna.com/amana/
  Invests its growth and income funds according to Islamic principles.

• American AAdvantage Funds

  http://www.aafunds.com/
  Multi-manager family of funds offering a balance of fund types.

• American Century

  http://www.americancentury.com/
  Money market, bond, balanced, sector and equity funds.

• American Funds

  http://www.americanfunds.com/
  A family of funds covering investment mixes from money market to aggressive growth.

• Ameriprise Financial

  http://www.ameriprise.com/
  Over 200 mutual funds, money market funds, fixed and variable annuities.

• Aquila Funds

  http://www.aquilafunds.com/
  Specializes in tax-free single state income funds for states with high tax rates.

• Artisan Funds

  http://www.artisanfunds.com/
  No-load mutual funds.

• Baron Funds

  http://www.baronfunds.com/
  Provides no-load mutual funds that invest in small and medium-sized growth companies.

• Bishop Street Funds

  http://www.bishopstreetfunds.com/
  Load funds managed by Bishop Street Capital Management.

• Burgundy Asset

  http://www.burgundyasset.com/
  Provides a variety of value funds to institutions and high net worth individuals.

• Burnham Funds

  http://www.burnhamfunds.com/
  Provides money market, financial services sector, long-term growth, and Dow 30 focused funds.

• California Investment Trust

  http://www.caltrust.com/
  Fund group offers a handful of index funds and bond funds with a focus on California investors.

• Calvert Investments, Inc.

  http://www.calvert.com/
  Provides mutual funds that invest in socially and environmentally responsible companies.

• CGM Funds

  http://cgmfunds.com/
  Family of 4 mutual 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

  http://www.schwab.com/
  Offers a family of stock, bond, and money market funds as well as funds of funds.

• Chesapeake Funds

  http://www.chesapeakefunds.com/
  Specializes in equity growth funds.

• Delaware Funds

  http://www.delawarefunds.com/
  With over 68 years of investment management experience and over 60 mutual funds.

• Domini Social Investments

  http://www.domini.com/
  Small family of mutual funds. Utilizes screening, shareholder activism, and community investing. United States.

• Dreyfus

  http://www.dreyfus.com/
  Distributor of investment insight and solutions which include mutual funds (equity, bond and money market), separately managed accounts and institutional portfolios.

• Dupree Mutual Funds

  http://www.dupree-funds.com/
  Specializes in single state no-load municipal bond funds, including Kentucky, North Carolina, and Tennessee offerings.

• DWS Investments' Mutual Funds

  http://www.dws-investments.com/EN/products/mutual-funds.jsp
  Extensive line of broad and specialized mutual funds offered by the Deutsche Bank Group.

• Federated Investors Funds

  http://www.federatedinvestors.com/
  Offers a selection of domestic and international income and equity funds.

• First American Funds

  http://firstamericanfunds.com/
  Create a personalized, diversified portfolio via our 38 mutual funds.

• First Eagle Funds

  http://www.firsteaglefunds.com/
  Unique fund company offers a non-diversified domestic fund and a non-diversified international fund.

• First Focus Funds

  http://www.firstfocusfunds.com/
  Offers a variety of funds for retail and institutional investors.

• First Investors

  http://www.firstinvestors.com/
  First Investors mutual funds and other products.

• Firsthand Funds

  http://www.firsthandfunds.com/
  Six science and technology funds based in California's Silicon Valley.

• Forester Funds

  http://www.forestervalue.com/
  Offers two funds focusing on value and managed by Forester Capital Management.

• Founders Funds

  http://www.founders.com/
  Offers 10 no-load funds ranging from aggressive small cap and international funds to balanced and income funds.

• FundX Upgrader Funds

  http://www.upgraderfunds.com/
  No-load mutual fund family managed by using the Upgrading Strategy from the NoLoad FundX newsletter.

• Gabelli Funds, Inc.

  http://www.gabelli.com/
  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)

  http://www.gam.com/en/
  Provides a range of US and international bond, equity and hedge funds. Registration required.

• Goldman Sachs Asset Management

  http://www.gs.com/funds/
  Offers an array of money market, fixed income, asset allocation, and international and domestic equity funds.

• Green Century Funds

  http://www.greencentury.com/
  Two no-load funds founded by respected non-profit environmental organizations.

• Guardian Investor Services LLC

  http://www.guardianinvestor.com/
  Provides managed investments vehicles, from mutual funds to tax deferred annuities to retirement savings programs.

• Hennessy Funds

  http://www.hennessyfunds.com/
  Provides two funds based on the Dogs of the Dow strategy.

• Heritage Asset Management

  http://www.heritagefunds.com/
  Mutual fund company offering a diverse family of open-end mutual funds. Provider of financial services, investment management and retirement planning services.

• HighMark Funds

  http://www.highmarkfunds.com/
  Offers a range of mutual funds, from conservative money market funds to more aggressive growth funds.

• Huntington Funds

  http://www.huntingtonfunds.com/
  Offers equity, fixed-income, and money market mutual funds.

• ICON Funds

  http://www.iconfunds.com/
  Offers a wide variety of sector and regional funds.

• Integrity Mutual Funds, Inc.

  http://www.integrityfunds.com/
  Specializes in municipal bond funds and also offers an equity fund of funds.

• Invesco AIM Funds

  http://invescoaim.com/
  Offers a large selection of funds in the major categories with different share classes, plus annuities, retirement plans, college saving and separate accounts.

• InvestSmart

  http://www.investsmart.com.au/managed-funds/
  Australian and international fund broker. Also provides commentary, information and tools on managed funds, shares and other investments.

• Ivy Funds

  http://www.ivyfunds.com/
  Offers nine aggressive international funds, three aggressive domestic funds and one bond fund.

• J.P. Morgan Funds

  http://www.jpmorganfunds.com/
  Provides fund profiles, performance information and commentary on J.P Morgan's extensive line of fixed income, money market and equity funds.

• Jamestown Funds

  http://www.jamestownfunds.com/
  Relatively small fund family offers a balanced fund, an international fund, a domestic fund and a tax exempt (Virginia) fund.

• Janus Capital Group

  http://www.janus.com/
  Global investment manager offering institutional and intermediary clients and individual investors complementary asset management disciplines including growth and risk-managed strategies.

• John Hancock Funds

  http://www.jhfunds.com/
  Provides a large selection of domestic and international income and equity funds to individuals and institutions.

• Kinetics Mutual Funds

  http://www.kineticsfunds.com/
  Internet and aggressive growth funds.

• Lazard Funds

  http://www.lazardnet.com/
  Offers a range of domestic and international bond and equity funds focusing on value.

• Litman Gregory Masters Funds

  http://mastersfunds.com/
  Uses due diligence skills to assemble portfolio managers within a single mutual fund.

• Loomis Sayles & Company L.P.

  http://www.loomissayles.com/
  Provides a family of funds, primarily value based but also including bond funds and an aggressive growth offering.

• Lord, Abbett & Co.

  http://www.lordabbett.com/
  Provides more than 30 funds covering several bond and equity investment styles.

• Mackenzie Investments

  http://www.mackenzieinvestments.com/
  Offers a large selection of bond and equity funds to US and Canadian investors.

• MainStay Funds

  http://www.nylim.com/mainstayfunds
  Offers taxable and tax exempt income, value, and growth equity funds.

• Mairs and Power Funds

  http://www.mairsandpower.com/
  The Mairs and Power Growth Fund and the Mairs and Power Balanced Fund.

• Marketocracy Funds Family

  http://funds.marketocracy.com/
  Two mutual funds. One managed by the site users, the other focusing on technology funds.

• Marshall Funds

  http://www.marshallfunds.com/
  Provides money market, income, and a range of equity funds.

• Marsico Funds

  http://www.marsicofunds.com/
  Offers a focus fund and a growth and income fund.

• MFS Mutual Funds

  https://www.mfs.com/
  A family of over fifty funds covering all areas of the investment spectrum.

• Monetta Funds

  http://www.monetta.com/
  Seven no-load mutual funds focusing on growth using fundamental analysis to make trading decisions.

• Monteagle Funds

  http://www.monteaglefunds.com/
  A family of no-load domestic equity and fixed income funds.

• Nicholas-Applegate Capital Management

  http://www.nacm.com/
  Provides a selection of fixed income, domestic, and international equity funds to institutional investors.

• North Track Funds

  http://www.northtrackfunds.com/
  Offers a tax exempt bond, equity index, and equity funds along with financial, technology and healthcare sector funds.

• Northern Funds

  http://www.northernfunds.com/
  A variety of money market, growth and income funds managed by Northern Trust.

• Numeric Investors L.P.

  http://www.numeric.com/
  A small family of value and growth funds using quantitative investment principles.

• Oak Associates Funds

  http://www.oakfunds.com/
  Offers seven no-load growth funds: large-cap, all-cap, small-cap, technology and health care.

• Oakmark Funds

  http://www.oakmark.com/
  Provides domestic and international equity funds.

• OppenheimerFunds, Inc.

  http://www.oppenheimerfunds.com/
  Offers municipal bond; taxable bond; balanced; value, growth and global equity; and real asset funds.

• Papp and Associates

  http://www.roypapp.com/
  Provides long term growth, focus, and international funds.

• Parnassus Investments

  http://www.parnassus.com/
  Family of screened funds. United States.

• PAX World Mutual Funds

  http://www.paxworld.com/
  Family of mutual funds that use a sustainable-investing approach to determine which companies to invest in, based on environmental, social and green criteria, in addition to financial analysis.

• Payden and Rygel

  http://www.payden.com/
  Offers a variety of bond funds in addition to domestic, European, and global equity funds.

• Pearl Mutual Funds

  http://www.pearlfunds.com/
  Offers a total return fund and an aggressive growth fund investing primarily in other mutual funds.

• Pioneer Funds

  http://www.pioneerfunds.com/
  Provides a selection of funds for conservative, moderate, and aggressive investors.

• Principal Mutual Funds

  http://www.principal.com/funds/index.htm
  A family of growth, income, and international funds with four share classes.

• Provident Institutional Funds

  http://www.pif.com/
  Institutional money market funds.

• Prudent Bear Funds

  http://www.prudentbear.com/
  No-load, actively-managed short mutual funds for declining stock market and declining dollar and rising gold prices.

• Quadrus Group of Funds

  http://www.quadrusgroupoffunds.com/
  Mutual fund family in Canada, offering a wide variety of Canadian and international funds and funds of funds.

• Quaker Funds

  http://www.quakerfunds.com/
  Offers equity mutual funds specializing in traditional as well as alternative investment strategies in a variety of market capitalizations and investment styles.

• Rainier Funds

  http://www.rainierfunds.com/
  Five no-load funds named after the mountain.

• Robertson Stephens Funds

  http://www.rsim.com/
  Offers contrarian value as well as growth and aggressive growth funds.

• Royce Funds

  http://www.roycefunds.com/
  Specializes in micro and small cap funds with both concentrated and diversified offerings.

• Security Benefit Group

  http://www.securitybenefit.com/
  Offers funds in a range of risk/return categories with three share classes.

• Selected Funds

  http://www.selectedfunds.com/
  Provides US Treasury, small-cap growth, and growth and income funds.

• Shay Assets Management

  http://www.shayassets.com/
  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

  http://www.sitfunds.com/
  Offers several funds ranging from money market to development market offerings.

• Smith Breeden Associates

  http://www.smithbreeden.com/
  Global asset management firm.

• STAAR System Trust

  http://www.staarsystem.com/
  A family of two bond funds and four funds-of-funds covering large, small, international and alternative equities.

• STI Classic Funds

  http://www.sticlassicfunds.com/
  Managed by Trusco Capital Management, this fund family includes more than 38 stock and bond funds.

• T. Rowe Price

  http://www.troweprice.com/
  Provides domestic and international equity funds as well as taxable, tax-free, and international bond funds.

• Thornburg Funds

  http://www.thornburg.com/
  Offers income, both taxable and tax exempt, and domestic and global value funds.

• Thrivent Funds

  http://www.thrivent.com/investments/
  Funds offered by a fraternal benefit society of Lutherans joined together for insurance, investment, educational and volunteer opportunities.

• Touchstone Investments

  http://www.touchstoneinvestments.com/
  Provides a variety of value, growth and specialized equity funds, as well as fixed income and money market funds for individual and institutional investors.

• US Global Investors

  http://www.usfunds.com/
  A mutual fund company; provider of financial services; investment management; gold; precious metals and retirement.

• USA Mutuals

  http://www.mutuals.com/
  Managers of focused funds such as ViceFund and Generation Wave Growth Fund. They also offer insured cash-sheltered accounts.

• Van Eck Global

  http://www.vaneck.com/
  Specializes in global funds including bonds, equities, hard assets, and real estate.

• Victory Funds

  http://www.victoryfunds.com/
  Offers a variety of funds, but mostly equity and specialty funds.

• Vontobel Funds

  http://www.vusa.com/
  Provides six fixed income and equity funds investing in US and international securities.

• Waddell and Reed

  http://www.waddell.com/
  Offers a range of fixed income, balanced, and growth funds including domestic and international securities.

• Wasatch Funds

  http://www.wasatchfunds.com/
  Offers a US Treasury fund and five equity funds including micro-cap growth and value funds.

• Wells Fargo Funds

  http://www.wellsfargo.com/investing/mutual_funds/
  With 67 funds, this bank covers a wide variety of mutual funds.

• Westcore Funds

  http://www.westcore.com/
  Offers twelve no load fixed income and growth funds.

• Wright Investors' Service

  http://www.wisi.com/
  Offers a broadly diversified family of Blue Chip mutual funds.

• Yacktman Funds

  http://www.yacktman.com/
  Provides two no load funds, one diversified and one focused, aimed at providing a blend of growth and value investing.

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• Home > Business > Investing > Funds > Fund Companies
• Home > Business > Investing > Funds > Mutual Funds > Individual Funds

 

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