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United States Mutual Fund Families

Mutual fund families based in the United States
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AARP Inv. Program (Scudder)
Mutual funds managed by Scudder Kemper Investments, Inc. which help AARP members achieve a more secure financial future by offering educational and investment opportunities designed specifically for individuals 50 and older.
aarp.scudder.com
ABC Funds.
Offers three managed funds with large investments in Canadian equities.
www.abcfunds.com
ABN AMRO Funds
Offers a diverse range of portfolios that can fit almost any asset allocation mix. It is available in the United States in 2 classes: the Investor Class and the no-load Common Class.
www.abnamrofunds-usa.com
Achievement Funds
Funds distributed by SEI Investments Distribution Co. and available only to U.S. investors and may not be available in all 50 states.
www.achievementfunds.com
AIM
Houston-based company offers a full, diversified line of retail mutual funds and investment products and services sold through financial advisors for investors at all levels of risk tolerance.
www.aimfunds.com
Alger Fund
Consists of six portfolios ranging from aggressive growth mutual funds to stable current income mutual funds.
www.algerfund.com
Alpha Analytics
Currently has two mutual funds in its family. The Alpha Analytics Value Fund invests in larger companies which are attractively priced relative to the market and the Alpha Analytics Digital Future Fund invests in companies in the information tec...
www.alphaanalytics.com
Alpine Funds
Focused on real estate securities and provide mutual funds that enable individual investors to participate in the potential long-term growth and income from real estate.
www.alpinefunds.com
Amana Funds
The Amana Funds invest according to Islamic principles. Generally, these principles require that investors share in profit and loss, receive no interest, and that they not invest in businesses such as liquor, wine, casinos, pornography, gambling...
www.saturna.com
American Funds
A family of 29 mutual funds with a wide range of investment objectives and a unique approach to investment management.
www.americanfunds.com
American AAdvantage
The American AAdvantage Funds are a series of low-cost, no load mutual funds, offered to institutional investors, IRAs, and individual investors. The American AAdvantage Funds family includes the American AAdvantage Funds -- Institutional Class,...
www.aafunds.com
American Century
Mutual funds offered include objectives of capital preservation, income, growth or a combination thereof: taxable and tax-free money markets and bonds, domestic equity, international, asset allocation.
www.americancentury.com
American Express Strategist Funds
Offers 47 mutual funds with more than $100 billion in total assets including growth and income funds, global funds, tax exempt and income funds.
www.americanexpress.com
American Performance
Offers equity investment funds, bond investment funds and money market funds.
www.apfunds.com
AmeriPrime Funds
Provides a low-cost turnkey solution to starting, distributing, and operating a mutual fund.
www.ameriprime.com
AMP Asset Management New Zealand
Around 60% of its funds are invested in New Zealand and managed by New Zealanders. They believe New Zealand assets are best managed by New Zealanders. By contrast, its international investments are managed by the AMP’s wholly owned UK subsidiary...
www.ampam.co.nz
AmSouth Funds
This mutual fund offers various capital appreciation funds, strategic portfolios, income funds, and money market funds.
www.amsouthfunds.com
Analysts Investment Trust
A No-Load group of mutual funds managed by Equity Analysts Inc.
www.equityanalysts.com
Aquila Funds
Aquila Management Corporation oversees a complex which currently consists of 15 separate funds (7 Single State Municipal Bond Funds, 6 Money Market Funds and 2 Equity Funds), with a combined asset size of approximately $3.1 billion.
www.aquilafunds.com
ARK Funds
ARK Mutual Funds, available through Allfirst, offer a full range of mutual fund choices to meet a variety of investment needs.
www.arkfunds.com
Artisan Funds
Currently offers four no-load mutual funds.
www.artisanfunds.com
Asset Management Fund
The Asset Management Fund is a mutual fund comprising professionally-managed portfolios designed to meet the investment and liquidity needs of institutional investors.
www.amffunds.com
Australian Foundation Investment Company
AFIC's purpose is to provide investors with a medium for diversified investment in a quality portfolio of Australian equities. Most holdings are listed on the Australian Stock Exchange.
www.afi.com.au
B.C. Ziegler and Company
Provider of bond mutual funds for individual investors.
www.bcziegler.com
Badgley Funds
While Badgley, Phelps and Bell's minimum portfolio size is $1 million, the minimum investment in the Badgley Funds is only $2,000 (or $1,000 if you choose the Automatic Investment Plan as explained in the prospectus). The Badgley Funds are avail...
www.badgleyfunds.com
Baron Funds
Specializes in investing in small and medium sized businesses.
www.baronfunds.com
Barr Rosenberg Funds
Its mission is to excel in providing innovative and disciplined equity management for investors worldwide. They use a series of proprietary valuation and risk models to build optimal equity portfolios for its clients.
www.axarosenberg.com
Barrett Associates
Barrett delivers services through separately-managed portfolios and partnerships for individuals and institutions as well as through the Barrett Growth Fund, a no-load, growth-stock mutual fund.
www.barrettfunds.com
BB&T Mutual Funds
Offering money market funds, stock funds, bond funds and fund of funds.
www.bbtfunds.com
Bogle Investment Management
Specializing in market neutral strategies for its fund.
www.boglefunds.com
Brandywine Funds
A 100% equity no-load growth fund designed for long-term investment; invests in companies of all sizes but emphasizes medium and smaller companies.
www.brandywinefunds.com
Bridgeway Funds
Offers the Bridgeway Ultra-Small Company Portfolio, Aggressive Growth Portfolio, Social Responsibility Portfolio, Ultra-Large 35 Index Portfolio and Micro-Cap Limited Portfolio.
www.bridgewayfund.com
Burgundy Asset Management Ltd.
A leading Canadian investment counseling firm that provides discretionary investment management services to private individuals, as well as charitable foundations, endowments and pension funds. Burgundy manages accounts on a specialty equity or...
www.burgundy-asset.com
Burnham Investors Trust
A family of mutual funds that aims to give investors the tools to build prudent investment portfolios.
www.burnhamfunds.com
Caldwell & Orkin
An open-end diversified management investment company that operates a series of funds in five portfolios under the names: C/Fund, C/Growth Stock Fund, C/Government Fund and C/C.A.R. Fund.
www.ctrust.com
California Investment Trust
San Francisco based firm offers the California Tax-Free Income Fund, California Insured Intermediate Fund, California Tax-Free Money Market Fund, US Government Securities Fund, The United States Treasury Trust, S&P 500 Index Fund, S&P MidCap Ind...
www.caltrust.com
Calvert Group
Advocate of socially responsible investing, this compay offers investors socially and environmentally responsible mutual funds. Calvert’s criteria include standards in the environment, workplace issues, product safety, community relations, milit...
www.calvertgroup.com
Century Shares
A no-load, open-end fund specializing in insurance, banking, and related risk management businesses, its objective is long-term growth of principal and income.
www.centurycap.com
CGM Funds
Mutual funds offered include: Focus, Realty, Mutual, and Fixed Income funds. Based in Boston, Massachusetts.
www.cgmfunds.com
Charles Schwab Mutual Funds
Offers no-load mutual funds. Site lists funds alphabetically by family or by category.
www.schwab.com
CitiFunds
Offering over 4,000 well-known mutual funds.
www.citibank.com
Citizens Funds
The company combines fundamental financial analysis with a rigorous qualitative evaluation known as "social screening" in selecting funds for inclusion in their family of socially responsible no-load mutual funds.
www.citizensfunds.com
Colonial Mutual Funds
Home of All-Star, Colonial, Crabbe Huson, Newport and Stein Roe Advisor Funds, distributed by Liberty Funds.
www.libertyfunds.com
Columbia Funds.
Offers 13 no-load funds: stock funds, bond funds, a balanced fund and a money market fund.
www.columbiafunds.com
Commerce Funds
Distributed by Goldman Sachs, the Commerce Funds are a family of nine equity and fixed-income mutual fund portfolios managed by Commerce Bank's Investment Management Group.
www.commercefunds.com
Countrywide Investments
Offering money market funds, tax-free bond funds, taxable bond funds, U.S. Equity Funds and international equity funds.
www.touchstonefunds.com
CRM Funds
Each Fund is a diversified portfolio of The CRM Funds, an open-end, investment management company seeking long-term capital appreciation by investing primarily in equity securities.
www.crmfunds.com
Davis Funds
Mutual funds offered include growth (Venture, Growth Opportunity, Financial and International), growth and income (Growth & Income, Convertible Securities, and Real Estate), and income (Government Bond & Government Money Market) families.
www.davisfunds.com
Delafield Fund
A division of Reich & Tang Asset Management Inc., a registered investment advisory firm. The Fund's distributor is Reich & Tang Distributors Inc. which is a registered broker-dealer and member of the National Association of Securities Dealers, I...
www.delafieldfund.com
Delaware Investments
Firm offering many years of investment management experience, covering all kinds of economic, political and market environments.
www.delawarefunds.com
Deutsche Asset Management Americas
Mutual fund families offered are listed by category: Index, Specialty, Domestic Equity, International Equity, Domestic Fixed Income, International/Global Fixed Income, Money Market and Insurance funds.
www.usfunds.com
Deutsche Funds
Deutsche Asset Management offers individuals, financial advisors and institutions a full range of investments that cover mutual funds, institutional pension and 401(k) plans.
www.deutsche-funds.com
Dominion Funds
The Dominion Insight Growth Fund (DOIGX) is a mutual fund whose only investment objective is the growth of capital. The fund's objective is to be a long-term investor in the leading U.S. and global companies that are dominant global leaders in t...
www.dominionfunds.com
Dupree Mutual Funds
Specializing in no-load single state municipal bond funds.
www.dupree-funds.com
Dynamic Mutual Funds
Broad-based and specialty mutual funds designed to meet needs for diversification; range of mutual funds covering every major market sector.
www.dynamic.ca
Eclipse Funds
Providing short-term income, balanced, mid-cap, and small cap funds, this company limits investments to those issued by socially responsible entities. Current social restrictions include no alcohol, tobacco, nuclear, defense, or gambling.
www.eclipsefund.com
Enterprise Group of Funds
Each fund can be categorized into one of six types, based on its investment objective and type of investments held.
www.enterprisefunds.com
Evergreen Funds
Mutual funds offered include: balanced, domestic equity, fixed income, growth and income, international and global, money market and tax advantage funds. Centers in Massachusetts, New York and North Carolina.
www.evergreen-funds.com
Excelsior Funds
No-load mutual funds advised by US Trust: investors equity, fixed income and money market funds.
www.excelsiorfunds.com
FAM Funds
FAM specializes in a long-term, value oriented approach to investing.
www.famfunds.com
Fasciano Fund
Managing for steady and long-term growth in companies with strong profitability.
www.fascianofunds.com
Firebird Management
Firebird manages three private funds dedicated to investment in publicly traded equities of companies operating in the former Soviet Union, as well as a global small caps fund.
www.fbird.com
First American Funds
Offers 38 mutual funds, with more than $33 billion in assets.
www.firstamericanfunds.com
Firstar Funds
The Firstar Fund Family is made up of 18 mutual funds ranging in objective from the aggressive to the conservative.
www.firstarfunds.com
Firsthand Funds
The only family of science and technology mutual funds based in Silicon Valley. Offers shares in five no-load mutual funds. Each fund concentrates in technology investments and has objective long-term capital appreciation as its objective.
www.firsthandfunds.com
Founders Funds
The Dreyfus Founders Family of Funds range from aggressive small-company and international funds to more conservative growth-and-income and balanced offerings.
www.founders.com
Fremont Funds
Online access to mutual fund information on their Global, International stocks, US Stocks and Specialty funds. Headquarters in Kansas City, Missouri with centers in California, Texas and Maryland.
www.fremontfunds.com
Gabelli Mutual Funds
Manages aggressive, conservative, small cap, global, growth and income, specialty and sector funds.
www.gabelli.com
Galaxy Funds
Investment specialist in equity funds, bond funds, tax-exempt funds, index funds and money market funds.
www.galaxyfunds.com
Gannett Welsh & Kotler Funds
Offering an equity fund, large cap fund, small cap fund and a government securities fund.
www.gwkinc.com
Grand Prix Funds
An aggressive growth stock fund.
www.grandprixfund.com
Harbor Funds
Investment management of three funds: a domestic equity fund, an international equity fund and fixed income fund.
www.harborfunds.com
Harris Insight Funds
The Harris Insight Funds are a family of 18 mutual funds positioned across the risk-reward spectrum.
www.harrisinsight.com
Henlopen Fund
Investment approach is based on the conviction that capital is created as a business grows and, therefore, the purchase of the common stock of a growing business is the best way for an investor to increase capital.
www.henlopenfund.com
Hennessy Funds
Hennessy Funds is a mutual fund Company based in Marin County, north of San Francisco, California.
www.hennessy-funds.com
Henssler Equity Fund
The Henssler Equity Fund is a no-load*, diversified portfolio of high quality common stocks. The fund seeks growth of capital. The Henssler Equity Fund can invest in small, medium, and large capitalization companies.
www.henssler.com
Heritage Funds
Founded in 1985, Heritage currently manages more than $6 billion in assets for both individual and institutional clients through a diverse family of open-end mutual funds.
www.heritagefunds.com
Hibernia Funds
Invests in stocks issued by midsize companies that have total stock market values (market capitalizations) of between $500 million and $10 billion.
www.hiberniafunds.com
Hodges Fund
Seeks to implement an investment strategy that balances investments in "core growth" companies, many of which are household names, "contrarian" type stocks that are currently out-of-market-favor but that they believe are of good value and will b...
www.hodgesfund.com
Hotchkis & Wiley Funds
As a division of Merrill Lynch Asset Management, manages nine no-load mutual funds for institutional and individual investors.
www.hotchkisandwiley.com
IDEX Mutual Funds
Each of the IDEX Funds, while part of the same family, is different in objective, strategy, and manager based on the needs of the client.
www.idexfunds.com
ING Funds
Contains links to variety of information offered by ING.
www.ingfunds.com
Integrity Mutual Funds
Integrity offers an equity fund, the Integrity Fund of Funds, which is a portfolio of other equity funds. Integrity also offers three state tax-free funds giving investors in North Dakota, Montana and South Dakota an opportunity to invest in the...
www.integrityfunds.com
Invesco Funds
A family of funds and asset management for U.S. individuals and advisors.
www.invesco.com
Investors Group
Offers financial planning, a unique family of mutual funds and a comprehensive range of other investment products and financial services, including registered retirement savings plans, registered retirement income funds, deferred profit sharing ...
www.investorsgroup.com
J.P. Morgan Funds
J.P. Morgan Funds are available to individuals or smaller investors with initial minimum investments of $2,500. Its classes of funds are money market, equity, international equity, fixed income and balanced.
www.jpmorgan.com
Jones & Babson Group
Family of 100% no-load mutual funds located in Kansas City, Missouri. Offers full range of investment and retirement plans for individuals and business, including 401(k), Keogh, pension and profit sharing plans. Conservative approach to both equ...
www.jbfunds.com
Jones Heward Investment Management Inc.
Over 180 million in investment in its five funds.
www.jonesheward.com
Jundt Associates
Composed of growth oriented managers who believe that the diversified nature of the U.S. economy and its large size provide investors with significant growth opportunities.
www.jundt.com
Keeley Investment Corp.
Expertise in investing in small cap companies undergoing corporate restructuring.
www.keeleyfunds.com
Kemper Funds
Manages more than 50 mutual funds including equity funds/growth style, equity funds/value style, global and international funds, asset allocation funds, target equity funds, income funds, tax-free income funds, money funds and six closed-end fun...
www.scudder.com
Kenwood Funds
The Kenwood Group is a value-oriented investment manager with a preference for well-managed companies that are priced below their inherent value for one of three reasons: they have been overlooked by the investment community, they are out of fav...
www.kenwoodfund.com
Kobren Insight Funds
The Kobren Insight family of funds offers two types of mutual fund investments. For investors who like the simplicity of getting a professionally managed portfolio of mutual funds in a single investment, they offer the Kobren Asset Allocation Fu...
www.kobren.com
Lake Forest Funds
Offers funds geared toward a particular investor's needs.
www.lakeforestfunds.com
Lazard Funds
Family of 12 no-load, low expense mutual funds.
www.lazardnet.com
Legg Mason Funds
Offers 23 mutual funds for a range of options.
www.leggmason.com
Legg Mason Funds
Offering 23 mutual funds with a wide range of investment options.
www.leggmasonfunds.com
Lepercq-Istel Fund
Both Lepercq, de Neuflize and Lepercq Group-Bermuda manage and advise a variety of accounts including individual accounts, mutual funds, investment partnerships, and ERISA accounts. These accounts, which take the form of equity-only accounts as ...
www.lepercq.com
Liberty Acorn Funds
The Liberty Acorn Family of Funds are small- to mid-cap and mid- to large-cap growth funds.
www.wanger.com
Liberty Asset Management Company
Offers equity, growth, growth and income, and equity fund variable series.
www.lamco.com
Liberty Funds
All-Star, Colonial, Crabbe Huson, Liberty Acorn, Newport and Stein Roe funds are distributed by Liberty Funds.
www.libertyfunds.com
Lindner Funds
No-load mutual fund family: large-cap, asset allocation, utility, small-cap, opportunities, market neutral, government money market funds.
www.lindnerfunds.com
M.S.B. Fund
The M.S.B. Fund's investment objective is to achieve long-term growth of capital for its shareholders. The Fund seeks to achieve this objective by investing in a diversified portfolio of equity securities, consisting primarily of securities of U...
www.msbfund.com
MainStay Funds
New York-based firm offering a variety of income, international, growth and income, and growth mutual funds.
www.mainstayfunds.com
Markman MultiFunds
An independent no-load mutual fund.
www.markman.com
Marshall Funds
The Marshall Funds is a family of mutual funds that offer flexibility, diversity and liquidity.
www.marshallfunds.com
Marsico Capital Management
The Marsico Funds are offered only to United States and Puerto Rico citizens and residents, and information on this web site is intended only for such persons.
www.marsicofunds.com
Mason Street Funds
Mason Street Funds are distributed exclusively through Robert W. Baird & Co. Incorporated by their Investment Officers and by Agents of The Northwestern Mutual Life Insurance Company who are Registered Representatives of Robert W. Baird & Co.
www.masonstreetfunds.com
Masters' Select Funds
Currently manages the Masters' Select International Fund, Masters' Select Value Fund and the Masters' Select Equity Fund.
www.mastersfunds.com
Mawer Investment Management
Offers ten no-load mutual funds.
www.mawer.com
Members Mutual Funds
Currently manages seven funds ranging from from equity, to fixed income, to high income, to capital appreciation, to emerging growth and more.
www.cimco-funds.com
Merriman Funds
A family of no-load mutual funds including the Flexible Bond Fund, Growth and Income Fund, the Capital Appreciation Fund, the Asset Allocation Fund and the Leveraged Growth Fund.
www.merrimanfunds.com
Metropolitan West Asset Management
Offering a low Duration Bond Fund, a Total Return Bond Fund and an Alpha Trac Fund.
www.mws.com
MMA Praxis Funds
MMA Praxis Mutual Funds, offered by MMA, exists to help individuals meet their financial goals in a way that supports their beliefs through Stewardship investing which is a philosophy of financial decision making motivated and informed by faith ...
www.mmapraxis.com
Mosaic Funds
Mosaic is a family of fourteen no-load mutual funds providing stock, bond, tax-free and money market investment options.
www.mosaicfunds.com
Muhlenkamp Fund
Offers one diversified, tax-efficient, no-load mutual fund; based in Pennsylvania.
muhlenkamp.com
Munder Funds
Offers equity, international, lifestyle, income and money market mutual funds.
www.munderfunds.com
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Nations Funds
The Nations Funds family of funds covers all major asset classes, from money markets to fixed income to U.S. stocks to international equities.
www.bankofamerica.com
Nicholas Family of Funds
The Nicholas Company currently manages six mutual fund offerings available to the public as regular or IRA accounts.
www.nicholasfunds.com
Northeast Investors
Northeast Investors Growth Fund is a NO-LOAD mutual fund designed to produce long-term growth of capital and future income for shareholders through a investment strategy that relies mainly on common stocks, but is flexible enough so it could pur...
www.northeastinvestors.com
Numeric Investors
No load mutual funds offered in the categories of micro, mid-cap, small-cap, and growth.
www.numeric.com
Oak Value Fund
The Fund seeks to achieve its objective by investing primarily in equity securities, consisting of common and preferred stocks and securities convertible into common stocks.
www.oakvaluefund.com
Oakmark
Headquartered in Chicago. Fund family includes no-load domestic, international and money market mutual funds.
www.oakmark.com
Oberweis Funds
Currently runs an Emerging Growth Portfolio fund, a Mid-Cap Portfolio Fund and a Micro-Cap Portfolio Fund.
www.oberweisfunds.com
Offitbank Funds
Currently runs 9 different funds.
www.offitbank.com
Olstein Financial Alert Fund
The Fund seeks to invest in a diversified portfolio of under-valued equity securities as determined by the investment manager of the Fund, Olstein & Associates, L. P. (the "manager").
www.olsteinfunds.com
One Group, The
Currently manages 4 funds: a municipal bond fund, a money market fund, an equity fund and a bond fund.
www.onegroup.com
Pacific Advisors
Manages both equity and income funds, a balanced fund, growth fund and a small cap fund.
www.pacificadvisorsfund.com
Papp Mutual Funds
Composed of the Papp Stock Fund, Papp American-Abroad Fund, Papp America-Pacific Rim Fund, Papp Focus Fund and the Small & Mid-Cap Growth Fund.
www.roypapp.com
Pax World Fund
Company offers socially responsible group of mutual funds in the categories of world, world growth, high yield and money market. Evaluates holdings from both financial and social perspectives.