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Topia!: Business: Investing: Mutual Funds: Fund Families (216)

    Charles Schwab - Offers a family of stock, bond, and money market funds as well as funds of funds.

    Fidelity Funds - The nation's largest mutual fund company; leading provider of financial services; investment management; retirement and brokerage services.

    Founders Funds - Offers 10 no-load funds ranging from aggressive small cap and international funds to balanced and income 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.

    Berger Funds - Offers a family of funds including money market, balanced, small and midcap value and growth, and aggressive growth.

    Victory Funds - Offers a variety of funds, but mostly equity and specialty funds.

    Kemper Funds - Provides a wide range of funds in all investment styles.

    AIM Family of Funds - Offers a large selection of funds in the major categories with three different share classes.

    Janus Funds - Specializes in equity growth funds with several concentrated offerings.

    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.

    Forester Funds - Offers two funds focusing on value and managed by Forester Capital Management.

    American Express Financial Direct - Over 200 mutual funds, money market funds, fixed and variable annuities.

    Baron Funds - Provides no-load mutual funds that invest in small and medium-sized growth 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).

    Calvert Group - Provides mutual funds that invest in socially and environmentally responsible companies.

    Dreyfus - Provides an extensive range of money market, bond, value, and growth 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.

    US Global Investors - A mutual fund company; provider of financial services; investment management; gold; precious metals and retirement.

    Vanguard Group - Known for the lowest fund operating expenses in the industry.

    AmSouth Mutual Funds - Offers several fixed-income, including Florida tax exempt, funds and a range of equity funds.

    PAX World Family - Family of three funds that invest in socially responsible companies.

    Putnam Investments - Provides a wide range of bond, equity, and asset allocation funds.

    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.

    Aquila Funds - Specializes in tax-free single state income funds for states with high tax rates.

    Burgundy Asset - Provides a variety of value funds to institutions and high net worth individuals.

    California Investment Trust - Fund group offers a handful of index funds and bond funds with a focus on California investors.

    Monetta Funds - Seven no-load mutual funds focusing on growth using fundamental analysis to make trading decisions.

    Dresher Funds - Offers two funds of funds, one moderate growth and one aggressive growth.

    Amana Mutual Funds Trust - Invests its growth and income funds according to Islamic principles.

    HighMark Funds - Offers a range of mutual funds, from conservative money market funds to more aggressive growth funds.

    Armada Funds - Offers 23 mutual funds and 4 different load structures.

    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.

    First Funds - A selection of money market, Tennessee tax free bond, fixed income, and equity funds from First Tennessee.

    Goldman Sachs Asset Management - Offers an array of money market, fixed income, asset allocation, and international and domestic equity 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.

    Global Asset Management (USA) - Provides an extensive range of US and international bond, equity and hedge funds. Registration required.

    William Blair Mutual Funds - Offers a family of 10 income and equity funds with four share classes.

    Harris Insight - Provides taxable and tax exempty money market and bond funds and a range of equity funds with a value orientation.

    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 Mackenzie - Provides a family of general, regional, and sector international equity funds as well as fixed income and domestic growth funds.

    ICON Funds - Offers a wide variety of sector and regional 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.

    Columbia Funds - Offers 12 no-load funds including money market, fixed income, balanced, real estate, growth, international and small cap funds.

    Delaware Funds - With over 68 years of investment management experience and over 60 mutual funds.

    Federated Investors Funds - Offers an extensive selection of domestic and international income and equity funds.

    Hennessy Funds - Provides two funds based on the Dogs of the Dow strategy.

    Dupree Mutual Funds - Specializes in single state no-load municipal bond funds, including Kentucky, North Carolina, and Tennessee offerings.

    Lake Forest Funds - Offers a core equity fund and a money market fund.

    Legg Mason Mutual Funds - Specializes in value based equity and income funds.

    Rainier Funds - Five no-load funds named after the mountain.

    Mackenzie Financial Corporation - Offers a large selection of bond and equity funds to US and Canadian investors.

    Citizens Funds - Seven funds that keep in mind social and environmental issues when investing in companies.

    Lindner Funds - A small family of funds which includes small and large cap value funds and an market neutral fund.

    Lord, Abbett & Co. - Provides more than 30 funds covering several bond and equity investment styles.

    Loomis Sayles & Company L.P. - Provides a family of funds, primarily value based but also including bond funds and an aggressive growth offering.

    MainStay Funds - Offers taxable and tax exempt income, value, and growth equity funds.

    Munder Funds - Provides a range of income, domestic, and international equity funds as well as index and passive funds.

    Artisan Funds - No-load mutual funds.

    GE Mutual Funds - Devoted to providing financial solutions to consumers seeking to accumulate, preserve, and protect wealth over their lifetimes.

    Masters' Select Mutual Funds - Uses Litman/Gregorys due diligence skills to assemble portfolio managers within a single mutual fund.

    Alpha Analytics Mutual Funds - Information on funds.

    59 Wall Street Funds - Several U.S. and international funds managed by the private bank Brown Brothers Harriman.

    First Focus Funds - Offers a variety of funds for retail and institutional investors.

    Marketocracy Funds Family - Two mutual funds. One managed by the site users, the other focusing on technology funds.

    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.

    Orbitex Funds - Offers five funds with general growth, focused, natural resources, information technology, and biotechnology coverage.

    Papp and Associates - Provides long term growth, focus, and international funds.

    Accessor Funds - No-load funds specializing in allocation funds.

    Parnassus Investments - Offers two funds with a contrarian socially responsible style.

    Marshall Funds - Provides money market, income, and a range of equity funds.

    Marsico Funds - Offers a focus fund and a growth and income fund.

    MFS Mutual Funds - A family of over fifty funds covering all areas of the investment spectrum.

    Montgomery Funds - Specializes in growth-oriented equity funds and also provides bond funds, including California tax free funds.

    New England Funds - Provides a variety of income, growth, and value funds.

    Neuberger Berman Mutual Funds - Offers a family of no-load income and equity funds.

    Conseco Funds - Insurance company offers growth and income funds with low minimums.

    Nicholas-Applegate Capital Management - Provides a selection of fixed income, domestic, and international equity funds to institutional investors.

    Numeric Investors L.P. - A small family of value and growth funds using quantitative investment principles.

    Payden and Rygel - Offers a variety of bond funds in addition to domestic, European, and global equity funds.

    Pioneer Funds - Provides a selection of funds for conservative, moderate, and aggressive investors.

    PBHG Funds - Offers a variety of value, growth, and sector equity funds.

    Pimco Funds - Provides several taxable and tax exempt bond; value, growth, blended, index, and sector equity; and balanced funds.

    Provident Institutional Funds - Institutional money market funds.

    Principal Mutual Funds - A family of growth, income, and international funds with four share classes.

    Reserve Funds - Originators of the first money market fund. Focuses on secure investments.

    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.

    First Investors - First Investors mutual funds and other products.

    Green Century Funds - Two no-load funds founded by respected non-profit environmental organizations.

    Royce Funds - Specializes in micro and small cap funds with both concentrated and diversified offerings.

    TIAA-CREF - Provides six stable value, income, and equity no load funds.

    The Unified Funds - Offers a selection of index funds as well as an internet fund.

    JPMorgan Funds - Offers a number of domestic and international funds.

    Robertson Stephens Funds - Offers contrarian value as well as growth and aggressive growth funds.

    Selected Funds - Provides US Treasury, small-cap growth, and growth and income funds.

    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.

    State Street Research Mutual Funds - Offers a selection of incoming, growth and income, and growth funds.

    Strong Funds - Offers a wide array of equity, bond, and asset allocation funds.

    Touchstone Funds - A family of eight funds including money market, fixed income, value, and emerging growth offerings.

    Thornburg Funds - Offers income, both taxable and tax exempt, and domestic and global value funds.

    Value Line Publishing, Inc. - Offers a range of money market, taxable and tax exempt bond, convertible securities, and domestic and international equity funds.

    First American Funds - Create a personalized, diversified portfolio via our 38 mutual funds.

    Westcore Funds - Offers twelve no load fixed income and growth funds.

    Pearl Mutual Funds - Offers a total return fund and an aggressive growth fund investing primarily in other mutual 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.

    Oak Associates Funds - Offers five funds focused on a long-term growth time horizon.

    SAFECO Mutual Funds - Offers money market, taxable and tax exempt bond, and a variety of equity funds.

    John Hancock Funds - Provides a large selection of domestic and international income and equity funds to individuals and institutions.

    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.

    UMB Scout Funds - Provides income funds, including a Kansas tax-exempt fund, as well as domestic and global equity 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.

    Wasatch Funds - Offers a US Treasury fund and five equity funds including micro-cap growth and value funds.

    Van Eck Global - Specializes in global funds including bonds, equities, hard assests, and real estate.

    Van Wagoner Capital Management - Provides five aggressive growth 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.

    Yacktman Funds - Provides two no load funds, one diversified and one focused, aimed at providing a blend of growth and value investing.

    Wright Investors - Offers several domestic equity and country specific funds. Also offers the Catholic Values Investment Trust which avoids companies which violate Catholic principles.

    The Bramwell Funds - Offers two growth funds, one general and one concentrated.

    United Asset Management Funds - Comprised of over 40 different mutual funds managed by 20 different affiliates.

    Regions Funds - Funds offered by Regions Bank.

    T. Rowe Price - Provides domestic and international equity funds as well as taxable, tax-free, and international bond funds.

    STI Classic Funds - Managed by Trusco Capital Management, this fund family includes more than 38 stock and bond funds.

    American AAdvantage Funds - Multi-manager family of funds offering a balance of fund types.

    North Track Funds - Offers a tax exempt bond, equity index, and equity funds along with financial, technology and healthcare sector funds.

    King Investment Advisors - Mid- and small-cap mutual funds available to individual investors.

    Badgley Funds - Offers the Badgley Balanced Fund and Badgley Growth Fund.

    Van Kampen American Capital - Offers range of fixed income, blended, and value, growth, and international equity funds.

    Mairs and Power Funds - The Mairs and Power Growth Fund and the Mairs and Power Balanced Fund.

    Galaxy Mutual Funds - Affiliated with Fleet Investment Advisors.

    Thurlow Funds - Prospectus, holdings, and other investor information for The Thurlow Growth Fund, investing in primarily US growth equities.

    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.

    Activa Mutual Funds - Offers three equity funds and one bond fund managed by different management companies.

    Burnham Funds - Provides money market, financial services sector, long-term growth, and Dow 30 focused funds.

    Enterprise Funds - Provides money market, incoming, hybrid, growth, aggressive growth, and sector funds.

    Chesapeake Funds - Specializes in equity growth funds.

    Markman Mutual Funds - Specializes in funds of funds ranging from income to aggressive styles.

    Mercury Funds - Features many funds in many categories and is a big promoter of the 529 college savings plan.

    Huntington Funds - Offers equity, fixed-income, and money market mutual funds.

    Prudent Bear Funds - No-load, actively-managed short mutual funds for declining stock market and declining dollar and rising gold prices.

    Bishop Street Funds - Load funds managed by Bishop Street Capital Management.

    AARP Investment Program - A special share class of mutual funds managed by Zurich Scudder Investments for members of the American Association of Retired Persons.

    Kinetics Mutual Funds - Internet and aggressive growth funds.

    CSI Funds - Boutique fund complex that offers a blue-chip, large-cap fund and a fixed income fund.

    AAL Mutual Funds

    Wanger Advisors Trust

    ABN AMRO Funds - Global fund company with asian, european, growth, value, real estate, fixed income and money market funds.

    Pauzé Funds - Concentrates on bond markets with its four bond funds.

    Roulston Funds - Very basic information on this family's five funds.

    Rockland Funds - Two small cap funds using fundamental analysis to pick stock holdings.

    Lazard Funds - Offers a range of domestic and international bond and equity funds focusing on value.

    Merriman Funds - Five no-load funds that invests in other mutual funds using market timing strategies to lower risk.

    Northern Funds - A variety of money market, growth and income funds managed by Northern Trust.

    Rydex Series Trust - Index and sector funds designed to match a specific benchmark with no trading costs. Built-in leverage available.

    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.

    STAAR System Trust - A family of two bond funds and four funds-of-funds covering large, small, international and alternative equities.

    Countrywide Investments - Provides a family of mutual funds as well as private portfolio management.

    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.

    Liberty Funds - Many funds with different objectives using 6 different money management companies for advice.

    Institutional Capital Corporation Funds - Institutional money manager specializing in large-cap value equities offers four mutual funds.

    Amerindo Funds - Offers a biotechnology, internet and technology fund.

    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.

    AXA Rosenberg Funds - Provides small cap, Japanese, and market neutral funds.

    IDEX Funds - Contracts with outside money managers to manage its 32 funds.

    BlackRock Funds - Offers a wide range of funds to individuals and institutions.

    Vintage Funds - A family of no-load mutual funds including money market, fixed-income and equity funds.

    ING Pilgrim Funds - Variety of fixed income and equity funds plus a fund developed specifically for seniors.

    Millennium Funds - Firm offers two mutual funds: Growth, and Growth and Income.

    Ivy Funds - Offers nine aggressive international funds, three aggressive domestic funds and one bond fund.

    Nuveen Funds - Offers a variety of equity and income funds with a large number of municipal bond funds.

    Jamestown Funds - Relatively small fund family offers a balanced fund, an international fund, a domestic fund and a tax exempt (Virginia) fund.

    J&B Funds - Three funds started late in 2000 aimed at primarly small and mid-cap investing.

    Jurika and Voyles Funds - Three funds using fundamental analysis to pick stocks.

    Payden Funds - No-load global and domestic money market funds including GNMA funds, municipal high yield bonds and stock mutual funds.

    Clear Investment Funds - Offers one Large-Cap Index fund and one mid-cap index fund.

    JohnsonFamily Funds - Concentrates on value investing, offering a large cap, a small cap and an international value fund.

    Undiscovered Managers Funds - Six funds managed by money managers who normally service high net worth clients.

    American Scandia Funds - Hires sub-advisors to manage their 27 funds.

    The Guardian Park Avenue Portfolio Family of Mutual Funds - Family of 10 mutual funds that are distributed by Guardian Investor Services Corporation.

    Wells Fargo Funds - With 67 funds, this bank covers a wide variety of mutual 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.


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Fund Families


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