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Fund Families

  • Foreign Funds


    • 59 Wall Street Funds
      Several U.S. and international funds managed by the private bank Brown Brothers Harriman.
    • AAL Mutual Funds
    • 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
      A family of five equity funds, with three share classes each, and a money market fund.
    • 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 Express Financial Direct
      Over 200 mutual funds, money market funds, fixed and variable annuities.
    • American Funds
      A family of funds covering investment mixes from money market to aggressive growth.
    • American Scandia Funds
      Hires sub-advisors to manage their 27 funds.
    • Amerindo Funds
      Offers a biotechnology, internet and technology fund.
    • 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.
    • AXA Rosenberg Funds
      Provides small cap, Japanese, and market neutral 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.
    • 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.
    • 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.
    • Clear Investment Funds
      Offers one Large-Cap Index fund and one mid-cap index fund.
    • Columbia Funds
      Offers 12 no-load funds including money market, fixed income, balanced, real estate, growth, international and small cap funds.
    • Conseco Funds
      Insurance company offers growth and income funds with low minimums.
    • Countrywide Investments
      Provides a family of mutual funds as well as private portfolio management.
    • 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.
    • 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.
    • Dresher Funds
      Offers two funds of funds, one moderate growth and one aggressive growth.
    • 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 Funds
      The nation's largest mutual fund company; leading provider of financial services; investment management; retirement and brokerage services.
    • 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 Funds
      A selection of money market, Tennessee tax free bond, fixed income, and equity funds from First Tennessee.
    • 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.
    • FPC - Hawaii Municipal Bond Funds
      First Pacific Capital specializes in tax-free investing with their two Hawaii municipal bond 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.
    • Galaxy Mutual Funds
      Affiliated with Fleet Investment Advisors.
    • GE Mutual Funds
      Devoted to providing financial solutions to consumers seeking to accumulate, preserve, and protect wealth over their lifetimes.
    • 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.
    • 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
      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.
    • Ivy Mackenzie
      Provides a family of general, regional, and sector international equity funds as well as fixed income and domestic growth funds.
    • J&B Funds
      Three funds started late in 2000 aimed at primarly small and mid-cap investing.
    • Jamestown Funds
      Relatively small fund family offers a balanced fund, an international fund, a domestic fund and a tax exempt (Virginia) fund.
    • Janus Funds
      Specializes in equity growth funds with several concentrated offerings.
    • 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.
    • Kemper Funds
      Provides a wide range of funds in all investment styles.
    • Kinetics Mutual Funds
      Internet and aggressive growth funds.
    • King Investment Advisors
      Mid- and small-cap mutual funds available to individual investors.
    • Lake Forest Funds
      Offers a core equity fund and a money market fund.
    • 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.
    • Liberty Funds
      Many funds with different objectives using 6 different money management companies for advice.
    • Lindner Funds
      A small family of funds which includes small and large cap value funds and an market neutral fund.
    • 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.
    • Markman Mutual Funds
      Specializes in funds of funds ranging from income to aggressive styles.
    • 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.
    • Montgomery Funds
      Specializes in growth-oriented equity funds and also provides bond funds, including California tax free funds.
    • 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.
    • New England Funds
      Provides a variety of income, growth, and value 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.
    • Nuveen Funds
      Offers a variety of equity and income funds with a large number of municipal bond funds.
    • Oak Associates Funds
      Offers five funds focused on a long-term growth time horizon.
    • Oakmark Funds
      Provides domestic and international equity funds.
    • One Group Funds
      Provides a selection of municipal bond, general income, and 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
      Offers two funds with a contrarian socially responsible style.
    • 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.
    • 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.
    • Putnam Investments
      Provides a wide range of bond, equity, and asset allocation funds.
    • 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.
    • Regions Funds
      Funds offered by Regions Bank.
    • 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
      Two small cap funds using 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.
    • SAFECO Mutual Funds
      Offers money market, taxable and tax exempt bond, and a variety of equity funds.
    • 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
      Offers two bond funds and an enhanced equity index fund.
    • 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.
    • The Bramwell Funds
      Offers two growth funds, one general and one concentrated.
    • The Guardian Park Avenue Portfolio Family of Mutual Funds
      Family of 10 mutual funds that are distributed by Guardian Investor Services Corporation.
    • The Unified Funds
      Offers a selection of index funds as well as an internet fund.
    • Thornburg Funds
      Offers income, both taxable and tax exempt, and domestic and global value funds.
    • 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.
    • UMB Scout Funds
      Provides income funds, including a Kansas tax-exempt fund, as well as domestic and global equity funds.
    • Undiscovered Managers Funds
      Six funds managed by money managers who normally service high net worth clients.
    • United Asset Management Funds
      Comprised of over 40 different mutual funds managed by 20 different affiliates.
    • US Global Investors
      A mutual fund company; provider of financial services; investment management; gold; precious metals and retirement.
    • Value Line Publishing, Inc.
      Offers a range of money market, taxable and tax exempt bond, convertible securities, and domestic and international equity funds.
    • 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.
    • Wanger Advisors Trust
    • 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
      Offers several domestic equity and country specific funds. Also offers the Catholic Values Investment Trust which avoids companies which violate Catholic principles.
    • 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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