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Top Mutual Funds
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Top Mutual Fund Families
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Do your Portfolio a Favor Today. Earn Supercharged Returns in 2009.
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FAMILY FUNDS Report
Get Exclusive Expert Analysis. Sign up for Free Stock Reports.
www.Zacks.com/FAMILY+FUNDS
Get Exclusive Expert Analysis. Sign up for Free Stock Reports.
www.Zacks.com/FAMILY+FUNDS
Investment Options Inc.
Get Your Hands On The Safest Good Investing Program. Get Started Now.
www.investmentoptionsinc.com
Get Your Hands On The Safest Good Investing Program. Get Started Now.
www.investmentoptionsinc.com
Morningstar Advisor
Market analysis, research and updated data for financial planners
www.morningstaradvisor.com
Market analysis, research and updated data for financial planners
www.morningstaradvisor.com
J.P. Turner & Company
An independent broker/dealer, investment bank & advisory services
www.JPTurner.com
An independent broker/dealer, investment bank & advisory services
www.JPTurner.com
Mutual Funds Companies
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A
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
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
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
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
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
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
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
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
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
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
A family of 29 mutual funds with a wide range of investment objectives and a unique approach to investment management.
www.americanfunds.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
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
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
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
This mutual fund offers various capital appreciation funds, strategic portfolios, income funds, and money market funds.
www.amsouthfunds.com
American Performance
Offers equity investment funds, bond investment funds and money market funds.
www.apfunds.com
Offers equity investment funds, bond investment funds and money market funds.
www.apfunds.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
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
ARK Mutual Funds, available through Allfirst, offer a full range of mutual fund choices to meet a variety of investment needs.
www.arkfunds.com
B
Babson Funds
Various no-load mutual fund portfolios, located in Kansas City, Missouri with management in Cambridge, Massachusetts.
www.babsonfunds.com
Various no-load mutual fund portfolios, located in Kansas City, Missouri with management in Cambridge, Massachusetts.
www.babsonfunds.com
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
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
BB&T Mutual Funds
Offering money market funds, stock funds, bond funds and fund of funds.
www.bbtfunds.com
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
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
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
Brazos Mutual Funds
The portfolios seek companies with strong growth in revenue, earnings and cash flow, predictable operating models, seasoned management and unique products or services.
www.brazosfund.com
The portfolios seek companies with strong growth in revenue, earnings and cash flow, predictable operating models, seasoned management and unique products or services.
www.brazosfund.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
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
Buffalo Funds
The Buffalo Funds are not offered for sale in countries other than the U.S. and its territories. All Funds are offered by prospectus only. Prospectuses contain more complete information on the Funds, including management fees and expenses. Pleas...
www.buffalofunds.com
The Buffalo Funds are not offered for sale in countries other than the U.S. and its territories. All Funds are offered by prospectus only. Prospectuses contain more complete information on the Funds, including management fees and expenses. Pleas...
www.buffalofunds.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
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
A family of mutual funds that aims to give investors the tools to build prudent investment portfolios.
www.burnhamfunds.com
C
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
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
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
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
Mutual funds offered include: Focus, Realty, Mutual, and Fixed Income funds. Based in Boston, Massachusetts.
www.cgmfunds.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
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
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
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
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
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
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
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
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
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
D
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
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
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
Firm offering many years of investment management experience, covering all kinds of economic, political and market environments.
www.delawarefunds.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
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
Dimensional Fund Advisors
Mutual funds offered include U.S. equity, international equity, and fixed income funds.
www.dfafunds.com
Mutual funds offered include U.S. equity, international equity, and fixed income funds.
www.dfafunds.com
E
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
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
Analysts Investment Trust
A No-Load group of mutual funds managed by Equity Analysts Inc.
www.equityanalysts.com
A No-Load group of mutual funds managed by Equity Analysts Inc.
www.equityanalysts.com
Excelsior Funds
No-load mutual funds advised by US Trust: investors equity, fixed income and money market funds.
www.excelsiorfunds.com
No-load mutual funds advised by US Trust: investors equity, fixed income and money market funds.
www.excelsiorfunds.com
F
Fasciano Fund
Managing for steady and long-term growth in companies with strong profitability.
www.fascianofunds.com
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
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
Fidelity Investments International
Offers a number of financial products and services designed specifically for people from certain countries or regions. These products or services are not available outside their region.
www.fid-intl.com
Offers a number of financial products and services designed specifically for people from certain countries or regions. These products or services are not available outside their region.
www.fid-intl.com
First American Funds
Offers 38 mutual funds, with more than $33 billion in assets.
www.firstamericanfunds.com
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
The Firstar Fund Family is made up of 18 mutual funds ranging in objective from the aggressive to the conservative.
www.firstarfunds.com
Flex Funds
Providing investors with five no-load mutual funds primarily in equity and fixed-icome.
www.flexfunds.com
Providing investors with five no-load mutual funds primarily in equity and fixed-icome.
www.flexfunds.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
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
Franklin Real Estate Funds
California corporation formed through a merger involving Franklin Select Real Estate Income Fund, Franklin Real Estate Income Fund and Franklin Advantage Real Estate Income Fund. The Company is an equity real estate investment trust ("REIT") pu...
www.frk.com
California corporation formed through a merger involving Franklin Select Real Estate Income Fund, Franklin Real Estate Income Fund and Franklin Advantage Real Estate Income Fund. The Company is an equity real estate investment trust ("REIT") pu...
www.frk.com
Frontegra Funds
Frontegra Asset Management offers three institutional mutual funds.
www.frontegra.com
Frontegra Asset Management offers three institutional mutual funds.
www.frontegra.com
FTI Funds
FTI Funds is a family of mutual funds providing investment management expertise in six disciplines.
www.ftifunds.com
FTI Funds is a family of mutual funds providing investment management expertise in six disciplines.
www.ftifunds.com
G
Gabelli Mutual Funds
Manages aggressive, conservative, small cap, global, growth and income, specialty and sector funds.
www.gabelli.com
Manages aggressive, conservative, small cap, global, growth and income, specialty and sector funds.
www.gabelli.com
Gabelli Westwood Funds
Offers a range of funds from conservative to highly aggressive depending on the needs of the investor.
www.gabelli.com
Offers a range of funds from conservative to highly aggressive depending on the needs of the investor.
www.gabelli.com
Goldman Sachs Funds
Information about Goldman Sachs Funds is updated each month to keep one current on our funds, as well as changes in financial markets and the investment environment. Fund prices (NAVs) are updated daily and can be accessed via the News Desk.
www.gs.com
Information about Goldman Sachs Funds is updated each month to keep one current on our funds, as well as changes in financial markets and the investment environment. Fund prices (NAVs) are updated daily and can be accessed via the News Desk.
www.gs.com
Goldman Sachs Mutual Funds
Offers a full spectrum of mutual funds to meet investment needs, whether the investment strategy focuses on providing for the future with long-term growth or emphasizes earning income.
www.gs.com
Offers a full spectrum of mutual funds to meet investment needs, whether the investment strategy focuses on providing for the future with long-term growth or emphasizes earning income.
www.gs.com
Gannett Welsh & Kotler Funds
Offering an equity fund, large cap fund, small cap fund and a government securities fund.
www.gwkinc.com
Offering an equity fund, large cap fund, small cap fund and a government securities fund.
www.gwkinc.com
H
Harbor Funds
Investment management of three funds: a domestic equity fund, an international equity fund and fixed income fund.
www.harborfunds.com
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
The Harris Insight Funds are a family of 18 mutual funds positioned across the risk-reward spectrum.
www.harrisinsight.com
Hartford Mutual Funds
Offers financial services and investment options including mutual funds, annuities, variable life insurance, IRA and other retirement programs.
www.hartfordinvestor.com
Offers financial services and investment options including mutual funds, annuities, variable life insurance, IRA and other retirement programs.
www.hartfordinvestor.com
Heartland Funds
Mutual funds offered include municipal, state and government funds as well as Value funds with various capitalizations. Based in Milwaukee, Wisconsin.
www.heartlandfunds.com
Mutual funds offered include municipal, state and government funds as well as Value funds with various capitalizations. Based in Milwaukee, Wisconsin.
www.heartlandfunds.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
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
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
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
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
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
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
As a division of Merrill Lynch Asset Management, manages nine no-load mutual funds for institutional and individual investors.
www.hotchkisandwiley.com
I
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
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
IMS Capital Value Fund
A no-load diversified U.S. stock fund, with mid-cap value and long-term growth. Based in Portland, Oregon.
www.imscapital.com
A no-load diversified U.S. stock fund, with mid-cap value and long-term growth. Based in Portland, Oregon.
www.imscapital.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
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
WWW Internet Fund
A mutual fund that seeks to capture the explosive growth of the Internet while managing the downside risk to investors. Invests in a diversified three-tier mix of Mature, Midlife and Adolescent companies who are building, developing and innovati...
www.internetfund.com
A mutual fund that seeks to capture the explosive growth of the Internet while managing the downside risk to investors. Invests in a diversified three-tier mix of Mature, Midlife and Adolescent companies who are building, developing and innovati...
www.internetfund.com
Invesco Funds
A family of funds and asset management for U.S. individuals and advisors.
www.invesco.com
A family of funds and asset management for U.S. individuals and advisors.
www.invesco.com
Invesco
Categories of mutual funds offered: stock funds (long-term growth), sector funds (focused investment objectives for maximum diversification), bond funds (high current income), international funds (targeted international growth investments), comb...
www.invescofunds.com
Categories of mutual funds offered: stock funds (long-term growth), sector funds (focused investment objectives for maximum diversification), bond funds (high current income), international funds (targeted international growth investments), comb...
www.invescofunds.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
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
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
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
Over 180 million in investment in its five funds.
www.jonesheward.com
K
Keeley Investment Corp.
Expertise in investing in small cap companies undergoing corporate restructuring.
www.keeleyfunds.com
Expertise in investing in small cap companies undergoing corporate restructuring.
www.keeleyfunds.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
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
L
Legg Mason Funds
Offering 23 mutual funds with a wide range of investment options.
www.leggmasonfunds.com
Offering 23 mutual funds with a wide range of investment options.
www.leggmasonfunds.com
Lens Investment Fund
This mutual fund is managed by money managers who buy stock in publicly-held corporations that meet two investment criteria. They must be (1) underperforming, in light of strong underlying values, and (2) susceptible to increased value through s...
www.lens-inc.com
This mutual fund is managed by money managers who buy stock in publicly-held corporations that meet two investment criteria. They must be (1) underperforming, in light of strong underlying values, and (2) susceptible to increased value through s...
www.lens-inc.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
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
Lindner Funds
No-load mutual fund family: large-cap, asset allocation, utility, small-cap, opportunities, market neutral, government money market funds.
www.lindnerfunds.com
No-load mutual fund family: large-cap, asset allocation, utility, small-cap, opportunities, market neutral, government money market funds.
www.lindnerfunds.com
Longleaf Partners
Managed by Southeastern Asset Management, the funds seek to achieve superior long-term performance by acquiring equity securities of financially strong, well-managed companies run by capable managements at market prices significantly below Longl...
www.longleafpartners.com
Managed by Southeastern Asset Management, the funds seek to achieve superior long-term performance by acquiring equity securities of financially strong, well-managed companies run by capable managements at market prices significantly below Longl...
www.longleafpartners.com
M
MainStay Funds
New York-based firm offering a variety of income, international, growth and income, and growth mutual funds.
www.mainstayfunds.com
New York-based firm offering a variety of income, international, growth and income, and growth mutual funds.
www.mainstayfunds.com
Marshall Funds
The Marshall Funds is a family of mutual funds that offer flexibility, diversity and liquidity.
www.marshallfunds.com
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
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
Masters' Select Funds
Currently manages the Masters' Select International Fund, Masters' Select Value Fund and the Masters' Select Equity Fund.
www.mastersfunds.com
Currently manages the Masters' Select International Fund, Masters' Select Value Fund and the Masters' Select Equity Fund.
www.mastersfunds.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
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
Matthews International Funds
Offers investors six no-load mutual funds that invest in different parts of the Asian investment universe. The portfolios range from diversified and regional, to country and sector specific.
www.micfunds.com
Offers investors six no-load mutual funds that invest in different parts of the Asian investment universe. The portfolios range from diversified and regional, to country and sector specific.
www.micfunds.com
Third Avenue Value Fund
Seeks to achieve its objective of long-term capital appreciation by following a value investing philosophy to acquire common stocks of well-financed companies at a substantial discount to the Adviser's estimate of the issuing company's private m...
www.mjwhitman.com
Seeks to achieve its objective of long-term capital appreciation by following a value investing philosophy to acquire common stocks of well-financed companies at a substantial discount to the Adviser's estimate of the issuing company's private m...
www.mjwhitman.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
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
Monetta Funds
Wheaton, Illinois firm offers small-cap, mid-cap and large-cap equity funds; a balanced fund; an intermediate bond fund; and government money market mutual funds.
www.monetta.com
Wheaton, Illinois firm offers small-cap, mid-cap and large-cap equity funds; a balanced fund; an intermediate bond fund; and government money market mutual funds.
www.monetta.com
Montgomery Funds
Offers international/global, emerging markets, growth, tax-free, balanced, and government funds.
www.montgomeryfunds.com
Offers international/global, emerging markets, growth, tax-free, balanced, and government funds.
www.montgomeryfunds.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
Mosaic is a family of fourteen no-load mutual funds providing stock, bond, tax-free and money market investment options.
www.mosaicfunds.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
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
Muhlenkamp Fund
Offers one diversified, tax-efficient, no-load mutual fund; based in Pennsylvania.
muhlenkamp.com
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
Offers equity, international, lifestyle, income and money market mutual funds.
www.munderfunds.com
The Mutual Fund Company of the Philippines, Inc.
Kabuhayan Fund legally known as The Mutual Fund Company of the Philippines, Inc. (MFCP), is an investment company registered as such under the Philippine Investment Company of 1960 and the Revised Securities Act.
www.mutualfund.com.ph
Kabuhayan Fund legally known as The Mutual Fund Company of the Philippines, Inc. (MFCP), is an investment company registered as such under the Philippine Investment Company of 1960 and the Revised Securities Act.
www.mutualfund.com.ph
Metropolitan West Asset Management
Offering a low Duration Bond Fund, a Total Return Bond Fund and an Alpha Trac Fund.
www.mws.com
Offering a low Duration Bond Fund, a Total Return Bond Fund and an Alpha Trac Fund.
www.mws.com
N
Nationwide Funds
Offers a variety of mutual funds, from large-cap growth funds to small-cap value funds, from global tech funds to fixed-income funds.
www.nationwidefunds.com
Offers a variety of mutual funds, from large-cap growth funds to small-cap value funds, from global tech funds to fixed-income funds.
www.nationwidefunds.com
The Nottingham Company
A full service mutual fund accounting, shareholder servicing, and fund administration firm.
www.ncfunds.com
A full service mutual fund accounting, shareholder servicing, and fund administration firm.
www.ncfunds.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
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
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
No load mutual funds offered in the categories of micro, mid-cap, small-cap, and growth.
www.numeric.com
O
Oakmark
Headquartered in Chicago. Fund family includes no-load domestic, international and money market mutual funds.
www.oakmark.com
Headquartered in Chicago. Fund family includes no-load domestic, international and money market mutual funds.
www.oakmark.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
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
Oberweis Funds
Currently runs an Emerging Growth Portfolio fund, a Mid-Cap Portfolio Fund and a Micro-Cap Portfolio Fund.
www.oberweisfunds.com
Currently runs an Emerging Growth Portfolio fund, a Mid-Cap Portfolio Fund and a Micro-Cap Portfolio Fund.
www.oberweisfunds.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
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
P
Pacific Advisors
Manages both equity and income funds, a balanced fund, growth fund and a small cap fund.
www.pacificadvisorsfund.com
Manages both equity and income funds, a balanced fund, growth fund and a small cap fund.
www.pacificadvisorsfund.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.
www.paxfund.com
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.
www.paxfund.com
Pioneer
Offers 21 mutual funds, 12 annuity investment portfolios, and institutional accounts.
www.pioneerfunds.com
Offers 21 mutual funds, 12 annuity investment portfolios, and institutional accounts.
www.pioneerfunds.com
Primary Trend Funds
The Primary Trend Fund, The Primary Income Fund, and the Primary U.S. Government Fund are managed by Arnold Investment Counsel, Inc. a Milwaukee-based investment adviser known for its conservative, low-risk investment philosophy.
www.primarytrendfunds.com
The Primary Trend Fund, The Primary Income Fund, and the Primary U.S. Government Fund are managed by Arnold Investment Counsel, Inc. a Milwaukee-based investment adviser known for its conservative, low-risk investment philosophy.
www.primarytrendfunds.com
ProFunds
An innovative no-load mutual fund family that allows you to seek profits in either up or down markets and puts the performance of major equity indices to work for your portfolio.
www.profunds.com
An innovative no-load mutual fund family that allows you to seek profits in either up or down markets and puts the performance of major equity indices to work for your portfolio.
www.profunds.com
Prudential Mutual Funds
Prudential offers over 50 professionally managed mutual funds, including U.S. and global stock funds, bond funds, tax-free municipal bond funds, and money market funds. Prudential Mutual Funds are characterized by a disciplined investment style,...
www.prudential.com
Prudential offers over 50 professionally managed mutual funds, including U.S. and global stock funds, bond funds, tax-free municipal bond funds, and money market funds. Prudential Mutual Funds are characterized by a disciplined investment style,...
www.prudential.com
Prudential Mutual Funds
Offers 50 mutual funds, including US and global stock funds, bond funds, tax-free municipal bond funds, and money market funds.
www.prudential.com
Offers 50 mutual funds, including US and global stock funds, bond funds, tax-free municipal bond funds, and money market funds.
www.prudential.com
Purisima Funds
The Purisima Total Return Fund is a no-load diversified mutual fund.
www.purisima.com
The Purisima Total Return Fund is a no-load diversified mutual fund.
www.purisima.com
Q
Quaker Funds
The Quaker Family of Funds created a diverse group of mutual funds that bring institutional-level money managers (those used by corporations, foundations, pension plans, etc.) with proven track records to smaller institutional clients and sophis...
www.quakerfunds.com
The Quaker Family of Funds created a diverse group of mutual funds that bring institutional-level money managers (those used by corporations, foundations, pension plans, etc.) with proven track records to smaller institutional clients and sophis...
www.quakerfunds.com
R
Rainier Funds
Offering 4 no-load mutual funds with over five billion in assets under management.
www.rainierfunds.com
Offering 4 no-load mutual funds with over five billion in assets under management.
www.rainierfunds.com
Reynolds Funds
Mutual funds offered are no-load and include blue chip growth, opportunity, government bond and money market funds.
www.reynoldsfunds.com
Mutual funds offered are no-load and include blue chip growth, opportunity, government bond and money market funds.
www.reynoldsfunds.com
Royal Mutual Funds
Established Canadian company offers more than 35 no-load mutual funds.
www.royalbank.com
Established Canadian company offers more than 35 no-load mutual funds.
www.royalbank.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
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
Robertson Stephens Investment Management
Offers 11 mutual funds: Aggressive Growth, Diversified Growth, Emerging Growth, Information Age, Internet Age, MicroCap Growth, Mid Cap, Value + Growth, Contrarian Large Cap, Global Natural Resources, and Partners funds.
www.rsim.com
Offers 11 mutual funds: Aggressive Growth, Diversified Growth, Emerging Growth, Information Age, Internet Age, MicroCap Growth, Mid Cap, Value + Growth, Contrarian Large Cap, Global Natural Resources, and Partners funds.
www.rsim.com
Rydex Series Trust Mutual Funds
Rydex offers a variety of funds that allow investors to take advantage of changes in the marketplace. The Rydex family consists of 17 industry sectors, 12 index-based funds, and a U.S. Government Money Market fund.
www.rydexfunds.com
Rydex offers a variety of funds that allow investors to take advantage of changes in the marketplace. The Rydex family consists of 17 industry sectors, 12 index-based funds, and a U.S. Government Money Market fund.
www.rydexfunds.com
S
SBI Mutual Funds
The Fund has an investor base of over 2.8 million spread over 23 schemes
www.sbimf.com
The Fund has an investor base of over 2.8 million spread over 23 schemes
www.sbimf.com
Charles Schwab Mutual Funds
Offers no-load mutual funds. Site lists funds alphabetically by family or by category.
www.schwab.com
Offers no-load mutual funds. Site lists funds alphabetically by family or by category.
www.schwab.com
Scudder Offshore Funds
Categories of mutual funds offered include fixed income, equity, & protected equity funds. Headquartered in New York.
intl.scudder.com
Categories of mutual funds offered include fixed income, equity, & protected equity funds. Headquartered in New York.
intl.scudder.com
Selected Funds
Offers four funds called Selected Special Fund, Selected American, Selected U.S. Government Income Fund and the Selected Daily Government Fund.
www.selectedfunds.com
Offers four funds called Selected Special Fund, Selected American, Selected U.S. Government Income Fund and the Selected Daily Government Fund.
www.selectedfunds.com
Seligman
Mutual funds offered include specialty, small-cap, mid-cap, large-cap, balanced, income, municipal income, and money market. New York-based firm.
www.seligman.com
Mutual funds offered include specialty, small-cap, mid-cap, large-cap, balanced, income, municipal income, and money market. New York-based firm.
www.seligman.com
Simms Funds
An independent investment management firm offering global, international and domestic growth equity portfolios and mutual funds for institutions and individuals.
www.simmscapital.com
An independent investment management firm offering global, international and domestic growth equity portfolios and mutual funds for institutions and individuals.
www.simmscapital.com
Sit Mutual Funds
Offers four no-load mutual funds: The Stability Fund, The Income Fund, The Growth and High Growth Fund.
www.sitfunds.com
Offers four no-load mutual funds: The Stability Fund, The Income Fund, The Growth and High Growth Fund.
www.sitfunds.com
Smith Barney Mutual Funds
Smith Barney Mutual Funds provides a broad selection of funds to best suit one's investment goals, from capital appreciation to income and preservation of investment principal. Its family of funds is divided into the following main categories: g...
www.smithbarney.com
Smith Barney Mutual Funds provides a broad selection of funds to best suit one's investment goals, from capital appreciation to income and preservation of investment principal. Its family of funds is divided into the following main categories: g...
www.smithbarney.com
Smith Breeden
Created three mutual funds for institutions and individuals: Short & Intermediate Duration U.S. Government funds and U.S. Equity Market Plus Fund.
www.smithbreeden.com
Created three mutual funds for institutions and individuals: Short & Intermediate Duration U.S. Government funds and U.S. Equity Market Plus Fund.
www.smithbreeden.com
Sperry Fund Management Corporation (SFMC)
SFMC provides investment advisory and/or capital raising services for its affiliated funds.
www.sperryfund.com
SFMC provides investment advisory and/or capital raising services for its affiliated funds.
www.sperryfund.com
State Street Research Funds
Firm provides a full array of mutual funds to fit the investment needs of investors, as well as a full range of retirement products and services. Fund names include: Global Resources, Emerging Growth, Mid-Cap Growth, Aurora, Growth, Internatio...
www.ssrfunds.com
Firm provides a full array of mutual funds to fit the investment needs of investors, as well as a full range of retirement products and services. Fund names include: Global Resources, Emerging Growth, Mid-Cap Growth, Aurora, Growth, Internatio...
www.ssrfunds.com
Standish Investment Trust
The Standish mission is to meet the investment needs of sophisticated investors by providing above-average, risk-adjusted investment returns and superior client service.
www.standishfunds.com
The Standish mission is to meet the investment needs of sophisticated investors by providing above-average, risk-adjusted investment returns and superior client service.
www.standishfunds.com
Stratton Management Company
No-load equity mutual funds for individual and institutional investors: a growth fund, monthly dividend REIT shares, and small-cap value funds.
www.strattonmgt.com
No-load equity mutual funds for individual and institutional investors: a growth fund, monthly dividend REIT shares, and small-cap value funds.
www.strattonmgt.com
Summit Investment Trust
Summit Investment Partners is the sub-advisor for an additional mutual fund complex, Summit Investment Trust. This complex offers two funds that are managed by Summit Investment Partners. They are the Summit High Yield Fund and Summit Emerging M...
www.summitfunds.com
Summit Investment Partners is the sub-advisor for an additional mutual fund complex, Summit Investment Trust. This complex offers two funds that are managed by Summit Investment Partners. They are the Summit High Yield Fund and Summit Emerging M...
www.summitfunds.com
Sun F&C Mutual Fund
SUN F&C launched its Indian operations by becoming the domestic advisor to FCEM’s INDICO fund. It has since then launched India Performance Fund, an offshore fund, in 1996 and five domestic schemes - Value Fund (1997), Money Value Fund (1998), B...
www.sunfc.com
SUN F&C launched its Indian operations by becoming the domestic advisor to FCEM’s INDICO fund. It has since then launched India Performance Fund, an offshore fund, in 1996 and five domestic schemes - Value Fund (1997), Money Value Fund (1998), B...
www.sunfc.com
T
TD Asset Management, Inc.
Wholly-owned subsidiary of The Toronto-Dominion Bank. Offers the "Green Line" family of no-load mutual funds and the "Green Line" managed assets program, which include TD eFunds. TD eFunds and ePortfolios are online investment vehicles.
www.tdcanadatrust.com
Wholly-owned subsidiary of The Toronto-Dominion Bank. Offers the "Green Line" family of no-load mutual funds and the "Green Line" managed assets program, which include TD eFunds. TD eFunds and ePortfolios are online investment vehicles.
www.tdcanadatrust.com
Emerald Mututal Funds
Provider of on-site research and professional portfolio management of investment opportunities.
www.teamemerald.com
Provider of on-site research and professional portfolio management of investment opportunities.
www.teamemerald.com
Thomas White Funds
All of the funds are 100% no-load, have no 12b-1 fees and below average expense ratios.
www.thomaswhite.com
All of the funds are 100% no-load, have no 12b-1 fees and below average expense ratios.
www.thomaswhite.com
Thornburg Funds
Holdings are traditional low price to earnings (P/E) ratio stocks, firms with consistent growth and emerging franchise stocks.
www.thornburginvestments.com
Holdings are traditional low price to earnings (P/E) ratio stocks, firms with consistent growth and emerging franchise stocks.
www.thornburginvestments.com
TIAA-CREF
Mutual funds let one tailor a portfolio to one's financial goals. Low expenses and minimum investments make them affordable for people in a wide range of circumstances.
www.tiaa-cref.org
Mutual funds let one tailor a portfolio to one's financial goals. Low expenses and minimum investments make them affordable for people in a wide range of circumstances.
www.tiaa-cref.org
Timothy Plan
Avoids investing in companies that are involved in practices contrary to the company's Judeo-Christian principles. The company offers small-cap value, large- to mid-cap value, fixed-income and money market funds.
www.timothyplan.com
Avoids investing in companies that are involved in practices contrary to the company's Judeo-Christian principles. The company offers small-cap value, large- to mid-cap value, fixed-income and money market funds.
www.timothyplan.com
Tocqueville Fund
The Tocqueville Trust is comprised of four mutual funds. These funds are managed by Tocqueville Asset Management, a traditional value investment advisor that manages family fortunes with an emphasis on capital preservation.
www.tocqueville.com
The Tocqueville Trust is comprised of four mutual funds. These funds are managed by Tocqueville Asset Management, a traditional value investment advisor that manages family fortunes with an emphasis on capital preservation.
www.tocqueville.com
U
The Unified Funds
The Starwood Strategic Fund seeks growth of capital. The Fund pursues this objective by investing principally in a diversified portfolio of equity securities of seasoned, financially strong growth companies.
www.unifiedfunds.com
The Starwood Strategic Fund seeks growth of capital. The Fund pursues this objective by investing principally in a diversified portfolio of equity securities of seasoned, financially strong growth companies.
www.unifiedfunds.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
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
U.S. Global Investors (United Services Funds)
Offering a series of funds geared toward the particular investor.
www.usfunds.com
Offering a series of funds geared toward the particular investor.
www.usfunds.com
V
Van Eck Global Mutual Funds
New York based mutual fund offers the following groups: Van Eck funds for global diversification, Van Eck/Chubb funds for US markets, and Van Eck insurance trust funds.
www.vaneck.com
New York based mutual fund offers the following groups: Van Eck funds for global diversification, Van Eck/Chubb funds for US markets, and Van Eck insurance trust funds.
www.vaneck.com
Van Kampen Funds
Provider of mutual funds: global and international funds, growth funds, fixed income funds, senior loan funds, tax-free income funds, growth and income funds, money market fund and state tax-exempt mutual funds.
www.vankampen.com
Provider of mutual funds: global and international funds, growth funds, fixed income funds, senior loan funds, tax-free income funds, growth and income funds, money market fund and state tax-exempt mutual funds.
www.vankampen.com
Van Wagoner Funds
No-load equity mutual fund groups offered include mid-cap growth, technology, post-venture, micro-cap growth and emerging growth. All are managed for aggressive growth.
www.vanwagoner.com
No-load equity mutual fund groups offered include mid-cap growth, technology, post-venture, micro-cap growth and emerging growth. All are managed for aggressive growth.
www.vanwagoner.com
Vontobel Funds
Manages the US Value Fund, the US Equity Fund, the International Equity Fund and the Eastern European Equity Fund.
www.vusa.com
Manages the US Value Fund, the US Equity Fund, the International Equity Fund and the Eastern European Equity Fund.
www.vusa.com
W
Waddell & Reed Mutual Funds
Kansas-based company offers these mutual fund categories: domestic and international stock funds, balanced and total return funds, bond funds and a money market fund.
www2.waddell.com
Kansas-based company offers these mutual fund categories: domestic and international stock funds, balanced and total return funds, bond funds and a money market fund.
www2.waddell.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
The Liberty Acorn Family of Funds are small- to mid-cap and mid- to large-cap growth funds.
www.wanger.com
Wasatch Funds
Wasatch Funds offers a family of no-load mutual funds investing primarily in small-cap equities.
www.wasatchfunds.com
Wasatch Funds offers a family of no-load mutual funds investing primarily in small-cap equities.
www.wasatchfunds.com
Weitz Funds
Manages over $5 billion for the Weitz Funds, individuals, corporations, pension plans, foundations and endowments.
www.weitzfunds.com
Manages over $5 billion for the Weitz Funds, individuals, corporations, pension plans, foundations and endowments.
www.weitzfunds.com
Westcore Funds
Offers mutual funds in small-cap, mid-cap, short-term, intermediate-term, long-term, growth, growth & income, money market and select funds.
www.westcore.com
Offers mutual funds in small-cap, mid-cap, short-term, intermediate-term, long-term, growth, growth & income, money market and select funds.
www.westcore.com
Wayne Hummer Investments
Wayne Hummer's philosophy is to maintain the highest ethical standards, investment security, pursue a conservative investment philosophy, and to welcome all investors regardless of account size.
www.whummer.com
Wayne Hummer's philosophy is to maintain the highest ethical standards, investment security, pursue a conservative investment philosophy, and to welcome all investors regardless of account size.
www.whummer.com
Wilshire Funds
Each portfolio of the Wilshire Target Funds seeks to provide the investment return of a category-focused portfolio of stocks in the Wilshire 5000 Index 1. The Wilshire 5000 Index is the broadest measure of the US equity market and encompasses al...
www.wilfunds.com
Each portfolio of the Wilshire Target Funds seeks to provide the investment return of a category-focused portfolio of stocks in the Wilshire 5000 Index 1. The Wilshire 5000 Index is the broadest measure of the US equity market and encompasses al...
www.wilfunds.com
Women's Equity Mutual Fund
Invests in public companies that advance the social and economic status of women in the workplace. Based in San Francisco, California.
www.womens-equity.com
Invests in public companies that advance the social and economic status of women in the workplace. Based in San Francisco, California.
www.womens-equity.com
Y
Z
Zurich Money Market Funds
This division of the Zurich Financial Services Group offers the following funds: Zurich YieldWise Money Fund, Zurich YieldWise Government Money Fund, Zurich YieldWise Municipal Money Fund, Zurich Money Market Fund, Zurich Government Market Fund ...
www.zurichfunds.com
This division of the Zurich Financial Services Group offers the following funds: Zurich YieldWise Money Fund, Zurich YieldWise Government Money Fund, Zurich YieldWise Municipal Money Fund, Zurich Money Market Fund, Zurich Government Market Fund ...
www.zurichfunds.com
Merrill Lynch Investing
We Can Provide Financial Insights To Help You Get Back On Track
www.TotalMerrill.com
We Can Provide Financial Insights To Help You Get Back On Track
www.TotalMerrill.com
Top Mutual Funds
Ready To Invest In Mutual Funds? Talk With An Ameriprise Advisor.
www.ameriprise.com
Ready To Invest In Mutual Funds? Talk With An Ameriprise Advisor.
www.ameriprise.com
Putting portions of your money into mutual fund families in the United States can make your portfolio wealthier. It’s a smart business decision; you're diversifying your money, but also reducing your risks. US mutual fund families enable you to take advantage of different funds' objectives. One fund might invest in short-term bonds or fixed incomes, while another fund invests in global emerging markets, where there’s a lot of potential for high growth.
Much information on mutual fund families in the United States is available on the Internet. You can find the top 50 mutual fund families or the largest mutual fund families by asset size. Also, using the Internet as your resource, you can do the following:
- Open an account at a US mutual fund families’ website.
- Use market analysis reports to base your decisions on investing in mutual fund families in the US.
- Subscribe to online publications to help you pick mutual funds for your investments.
Action Steps
The best contacts and resources to help you get it done
Open an account using a US mutual fund families' website
Open an account with a US mutual fund families company, and you can start investing on your own. You can even have the United States mutual fund families company withdraw a fixed amount from your account every month to buy shares.
I recommend: American Funds is one of the largest common US mutual funds and is one of the oldest mutual fund families in the US. American Century Investments is another giant in the US mutual funds families industry; it’s known for building long-term relationships with clients.
Invest in mutual fund families in the US using market analysis reports
Market analysis is a great way to get information about United States mutual fund families. Use market analysis to break down mutual fund families by asset size. Analysts will rank mutual fund families in the US, focusing on their investment objectives, performances, and earnings.
I recommend: Morningstar offers comprehensive analysis on US mutual fund families. You’ll like the US mutual fund family info, particularly reports on the fund’s investment management team. Morningstar’s analysts also recommend what mutual funds to buy and sell, but you’ll have to be a Premium member to receive this service. Fidelity Investments is also one of the largest United State mutual funds. In addition to featuring its own funds, Fidelity Investments also shows how US mutual funds performed over time.
Obtain investing ideas for United States mutual fund families by subscribing to online publications
Online editions have an advantage over print versions because they're interactive. These digital editions rank the top 5 mutual fund families in the US. They enable you to click on a particular feature that interests you. For example, if you want to get a general overview of the mutual fund family in the United States, you can obtain information including the investment returns, fees, or the top holdings.
I recommend: Kiplinger.com has an interactive feature on mutual fund families in the United States. You can zero in on vital information you’re looking for, including the fund’s returns, minimum investment, and expense ratio. MutualsAdvisor.com profiles both the fund managers and fund companies every week.
Tips & Tactics
Helpful advice for making the most of this Guide
- • Take advantage of dollar cost averaging for mutual fund families in the US. This is where you commit to buying shares every month, despite what the fund's price is. If the price is up, you'll buy less shares. However, if the price is down, you'll buy more shares.
