| Fund Families: |
- AARP
Investment Program - A
special share class of mutual funds managed by Zurich Scudder
Investments for members of the American Association of Retired
Persons.
- ABN
AMRO Funds - Global fund company with asian, european,
growth, value, real estate, fixed income and money market
funds.
- Accessor
Funds - No-load funds specializing in allocation funds.
- Activa
Mutual Funds - Offers three equity funds and one bond fund
managed by different management companies.
- AIM
Family of Funds - Offers a large selection of funds in the
major categories with three different share classes.
- Alger
- Primarily growth funds and a money market option.
- Alliance
Capital - Provides a wide selection of municipal bond
funds and US and global equity and bond funds.
- Alpha
Analytics Mutual Funds - Information on funds.
- Amana
Mutual Funds Trust - Invests its growth and income funds
according to Islamic principles.
- American
AAdvantage Funds - Multi-manager family of funds offering
a balance of fund types.
- American
Century - Money market, bond, balanced, sector and equity
funds.
- American
Express Financial Direct - Over 200 mutual funds, money
market funds, fixed and variable annuities.
- American
Funds - A family of funds covering investment mixes from
money market to aggressive growth.
- AmSouth
Mutual Funds - Offers several fixed-income, including
Florida tax exempt, funds and a range of equity funds.
- Aquila
Funds - Specializes in tax-free single state income funds
for states with high tax rates.
- Armada
Funds - Offers 23 mutual funds and 4 different load
structures.
- Artisan
Funds - No-load mutual funds.
- Badgley
Funds - Offers the Badgley Balanced Fund and Badgley
Growth Fund.
- Baron
Funds - Provides no-load mutual funds that invest in small
and medium-sized growth companies.
- Bishop
Street Funds - Load funds managed by Bishop Street Capital
Management.
- BlackRock
Funds - Offers a wide range of funds to individuals and
institutions.
- The
Bramwell Funds - Offers two growth funds, one general and
one concentrated.
- Burgundy
Asset - Provides a variety of value funds to institutions
and high net worth individuals.
- Burnham
Funds - Provides money market, financial services sector,
long-term growth, and Dow 30 focused funds.
- California
Investment Trust - Fund group offers a handful of index
funds and bond funds with a focus on California investors.
- Calvert
Group - Provides mutual funds that invest in socially and
environmentally responsible companies.
- CGM
Funds - Family of 4 mutal funds. Most notably the home of
the CGM Realty Fund that invests in real estate securities,
including shares of Real Estate Investment Trusts (REITs).
- Charles
Schwab - Offers a family of stock, bond, and money market
funds as well as funds of funds.
- Chesapeake
Funds - Specializes in equity growth funds.
- Citizens
Funds - Seven funds that keep in mind social and
environmental issues when investing in companies.
- Clear
Investment Funds - Offers one Large-Cap Index fund and one
mid-cap index fund.
- Columbia
Funds - Older fund company with over 30 funds to choose
from based on investing style.
- Countrywide
Investments - Provides a family of mutual funds as well as
private portfolio management.
- CSI
Funds - Boutique fund complex that offers a blue-chip,
large-cap fund and a fixed income fund.
- Delaware
Funds - With over 68 years of investment management
experience and over 60 mutual funds.
- Domini
Social Investments - Small family of mutual funds.
Utilizes screening, shareholder activism, and community
investing. United States.
- Dreyfus
- Provides an extensive range of money market, bond, value,
and growth funds.
- Dupree
Mutual Funds - Specializes in single state no-load
municipal bond funds, including Kentucky, North Carolina, and
Tennessee offerings.
- Enterprise
Funds - Provides money market, incoming, hybrid, growth,
aggressive growth, and sector funds.
- Federated
Investors Funds - Offers an extensive selection of
domestic and international income and equity funds.
- Fidelity
Mutual Funds - One of the largest mutual fund companies.
Offers a large assortment of mutual funds in many different
categories.
- Fiduciary
Trust Investment Funds - A family of mutual funds
including growth and income, growth, international equity,
small capitalization funds as well as both taxable and
tax-exempt bond funds.
- First
American Funds - Create a personalized, diversified
portfolio via our 38 mutual funds.
- First
Eagle Funds - Unique fund company offers a non-diversified
domestic fund and a non-diversified international fund.
- First
Focus Funds - Offers a variety of funds for retail and
institutional investors.
- First
Funds - A selection of money market, Tennessee tax free
bond, fixed income, and equity funds from First Tennessee.
- First
Investors - First Investors mutual funds and other
products.
- Firsthand
Funds - Six science and technology funds based in
California's Silicon Valley.
- Forester
Funds - Offers two funds focusing on value and managed by
Forester Capital Management.
- Founders
Funds - Offers 10 no-load funds ranging from aggressive
small cap and international funds to balanced and income
funds.
- Franklin
Templeton - Offers over 110 mutual funds covering most
fund types. Includes some basic financial education.
- Fremont
Funds - Offers eleven funds ranging including money
market, California tax-free bond, real estate, micro, small
cap and general equity, and international funds.
- Gabelli
Funds, Inc. - Offers a variety of value, growth and
specialized equity funds, as well as fixed-income and
closed-end convertible and equity funds.
- Global
Asset Management (USA) - Provides an extensive range of US
and international bond, equity and hedge funds. Registration
required.
- Goldman
Sachs Asset Management - Offers an array of money market,
fixed income, asset allocation, and international and domestic
equity funds.
- Green
Century Funds - Two no-load funds founded by respected
non-profit environmental organizations.
- Guardian
Investor Services LLC - Provides managed investments
vehicles, from mutual funds to tax deferred annuities to
retirement savings programs.
- Harris
Insight - Provides taxable and tax exempty money market
and bond funds and a range of equity funds with a value
orientation.
- Hennessey
Funds - Offers funds from very conservative to aggressive
in style.
- Hennessy
Funds - Provides two funds based on the Dogs of the Dow
strategy.
- HighMark
Funds - Offers a range of mutual funds, from conservative
money market funds to more aggressive growth funds.
- Huntington
Funds - Offers equity, fixed-income, and money market
mutual funds.
- ICON
Funds - Offers a wide variety of sector and regional
funds.
- IDEX
Funds - Contracts with outside money managers to manage
its 32 funds.
- ING
Pilgrim Funds - Variety of fixed income and equity funds
plus a fund developed specifically for seniors.
- Institutional
Capital Corporation Funds - Institutional money manager
specializing in large-cap value equities offers four mutual
funds.
- Integrity
Mutual Funds - Specializes in municipal bond funds and
also offers an equity fund of funds.
- Invesco
Mutual Funds - Provides a selection of money market, bond,
domestic and international equity, and sector funds.
- Ivy
Funds - Offers nine aggressive international funds, three
aggressive domestic funds and one bond fund.
- Jamestown
Funds - Relatively small fund family offers a balanced
fund, an international fund, a domestic fund and a tax exempt
(Virginia) fund.
- Janus
Funds - Specializes in equity growth funds with several
concentrated offerings.
- John
Hancock Funds - Provides a large selection of domestic and
international income and equity funds to individuals and
institutions.
- JohnsonFamily
Funds - Concentrates on value investing, offering a large
cap, a small cap and an international value fund.
- JPMorgan
Funds - Offers a number of domestic and international
funds.
- Juilus
Baer Investment Funds - Company specializes in worldwide
investing and offers three funds for U.S. investors.
- Jundt
Funds - Six funds typically holding 30 to 50 growth
companies that they believe have the technology to propel them
through the ups and downs of the market.
- Kemper
Funds - Provides a wide range of funds in all investment
styles.
- Kinetics
Mutual Funds - Internet and aggressive growth funds.
- King
Investment Advisors - Mid- and small-cap mutual funds
available to individual investors.
- Lazard
Funds - Offers a range of domestic and international bond
and equity funds focusing on value.
- Legg
Mason Mutual Funds - Specializes in value based equity and
income funds.
- Loomis
Sayles & Company L.P. - Provides a family of funds,
primarily value based but also including bond funds and an
aggressive growth offering.
- Lord,
Abbett & Co. - Provides more than 30 funds covering
several bond and equity investment styles.
- Mackenzie
Financial Corporation - Offers a large selection of bond
and equity funds to US and Canadian investors.
- MainStay
Funds - Offers taxable and tax exempt income, value, and
growth equity funds.
- Mairs
and Power Funds - The Mairs and Power Growth Fund and the
Mairs and Power Balanced Fund.
- Marketocracy
Funds Family - Two mutual funds. One managed by the site
users, the other focusing on technology funds.
- Marshall
Funds - Provides money market, income, and a range of
equity funds.
- Marsico
Funds - Offers a focus fund and a growth and income fund.
- Masters'
Select Mutual Funds - Uses Litman/Gregory's due diligence
skills to assemble portfolio managers within a single mutual
fund.
- Mercury
Funds - Features many funds in many categories and is a
big promoter of the 529 college savings plan.
- Merriman
Funds - Five no-load funds that invests in other mutual
funds using market timing strategies to lower risk.
- Metzler-Payden,
LLC - Manages mutual fund and separate account assets for
US and European investors with special focus on European
equity and global fixed-income strategies.
- MFS
Mutual Funds - A family of over fifty funds covering all
areas of the investment spectrum.
- Monetta
Funds - Seven no-load mutual funds focusing on growth
using fundamental analysis to make trading decisions.
- Munder
Funds - Provides a range of income, domestic, and
international equity funds as well as index and passive funds.
- Neuberger
Berman Mutual Funds - Offers a family of no-load income
and equity funds.
- Nicholas-Applegate
Capital Management - Provides a selection of fixed income,
domestic, and international equity funds to institutional
investors.
- North
Track Funds - Offers a tax exempt bond, equity index, and
equity funds along with financial, technology and healthcare
sector funds.
- Northern
Funds - A variety of money market, growth and income funds
managed by Northern Trust.
- Numeric
Investors L.P. - A small family of value and growth funds
using quantitative investment principles.
- Oak
Associates Funds - Offers five funds focused on a
long-term growth time horizon. Managed by Oak Associates, Ltd.
- Oakmark
Funds - Provides domestic and international equity funds.
- OppenheimerFunds,
Inc. - Offers municipal bond; taxable bond; balanced;
value, growth and global equity; and real asset funds.
- Papp
and Associates - Provides long term growth, focus, and
international funds.
- Parnassus
Investments - Offers two funds with a contrarian socially
responsible style.
- PAX
World Family - Family of three funds that invest in
socially responsible companies.
- Payden
and Rygel - Offers a variety of bond funds in addition to
domestic, European, and global equity funds.
- PBHG
Funds - Offers a variety of value, growth, and sector
equity funds.
- Pearl
Mutual Funds - Offers a total return fund and an
aggressive growth fund investing primarily in other mutual
funds.
- Pimco
Funds - Provides several taxable and tax exempt bond;
value, growth, blended, index, and sector equity; and balanced
funds.
- Pioneer
Funds - Provides a selection of funds for conservative,
moderate, and aggressive investors.
- Preferred
Group - Offering eight funds with different investment
objectives and strategies.
- Principal
Mutual Funds - A family of growth, income, and
international funds with four share classes.
- Provident
Institutional Funds - Institutional money market funds.
- Prudent
Bear Funds - No-load, actively-managed short mutual funds
for declining stock market and declining dollar and rising
gold prices.
- Putnam
Investments - Provides a wide range of bond, equity, and
asset allocation funds.
- Quaker
Family of Funds - Offers value funds in different
capitalizations, core equity, aggressive growth, and fixed
income funds.
- Quantitative
Group of Funds - A small family of equity funds with a
quantitative investment style.
- Rainier
Funds - Five no-load funds named after the mountain.
- Reserve
Funds - Originators of the first money market fund.
Focuses on secure investments.
- Robertson
Stephens Funds - Offers contrarian value as well as growth
and aggressive growth funds.
- Rockland
Funds - Small cap fund uses fundamental analysis to pick
stock holdings.
- Royce
Funds - Specializes in micro and small cap funds with both
concentrated and diversified offerings.
- Rydex
Series Trust - Index and sector funds designed to match a
specific benchmark with no trading costs. Built-in leverage
available.
- Scudder
Investments - Provides a wide variety of money market,
bond, and domestic and global equity funds.
- Security
Benefit Group - Offers funds in a range of risk/return
categories with three share classes.
- Selected
Funds - Provides US Treasury, small-cap growth, and growth
and income funds.
- Seligman
Group of Funds - Offers a range of mutual funds from money
market to aggressive growth. Also offers a selection of
offshore and closed-end funds.
- Shay
Assets Management - Chicago-based Shay Assets is the
adviser to the Asset Management Fund (AMF) family of no-load
mutual funds and the M.S.B. Fund.
- Sit
Mutual Funds - Offers several funds ranging from money
market to development market offerings.
- Smith
Breeden Associates - Offers two bond funds and an enhanced
equity index fund.
- STAAR
System Trust - A family of two bond funds and four
funds-of-funds covering large, small, international and
alternative equities.
- State
Street Research Mutual Funds - Offers a selection of
incoming, growth and income, and growth funds.
- STI
Classic Funds - Managed by Trusco Capital Management, this
fund family includes more than 38 stock and bond funds.
- Strong
Funds - Offers a wide array of equity, bond, and asset
allocation funds.
- T.
Rowe Price - Provides domestic and international equity
funds as well as taxable, tax-free, and international bond
funds.
- Tamarack
Funds - Funds aimed at primarily small and mid-cap
investing.
- Thornburg
Funds - Offers income, both taxable and tax exempt, and
domestic and global value funds.
- Thrivent
Funds - Funds offered by a fraternal benefit society of
Lutherans joined together for insurance, investment,
educational and volunteer opportunities.
- Thurlow
Funds - Prospectus, holdings, and other investor
information for The Thurlow Growth Fund, investing in
primarily US growth equities.
- TIAA-CREF
- Provides six stable value, income, and equity no load funds.
- Touchstone
Funds - A family of eight funds including money market,
fixed income, value, and emerging growth offerings.
- Turner
Investment Partners, Inc. - Provides eleven no-load income
and growth equity funds. Equity offerings range from micro-cap
to large-cap and include sector and focused offerings.
- UMB
Scout Funds - Provides income funds, including a Kansas
tax-exempt fund, as well as domestic and global equity funds.
- Undiscovered
Managers Funds - Six funds managed by money managers who
normally service high net worth clients.
- The
Unified Funds - Offers a selection of index funds as well
as an internet fund.
- US
Global Investors - A mutual fund company; provider of
financial services; investment management; gold; precious
metals and retirement.
- Value
Line Publishing, Inc. - Offers a range of money market,
taxable and tax exempt bond, convertible securities, and
domestic and international equity funds.
- Van
Eck Global - Specializes in global funds including bonds,
equities, hard assests, and real estate.
- Van
Kampen American Capital - Offers range of fixed income,
blended, and value, growth, and international equity funds.
- Van
Wagoner Capital Management - Provides five aggressive
growth equity funds.
- Vanguard
Group - Known for the lowest fund operating expenses in
the industry.
- Victory
Funds - Offers a variety of funds, but mostly equity and
specialty funds.
- Vintage
Funds - A family of no-load mutual funds including money
market, fixed-income and equity funds.
- Vontobel
Funds - Provides six fixed income and equity funds
investing in US and international securities.
- Waddell
and Reed - Offers a range of fixed income, balanced, and
growth funds including domestic and international securities.
- 59
Wall Street Funds - Several U.S. and international funds
managed by the private bank Brown Brothers Harriman.
- Wasatch
Funds - Offers a US Treasury fund and five equity funds
including micro-cap growth and value funds.
- Wells
Fargo Funds - With 67 funds, this bank covers a wide
variety of mutual funds.
- Westcore
Funds - Offers twelve no load fixed income and growth
funds.
- William
Blair Mutual Funds - Offers a family of 10 income and
equity funds with four share classes.
- Wright
Investors - Offers several domestic equity and country
specific funds. Also offers the Catholic Values Investment
Trust which avoids companies which violate Catholic
principles.
- Yacktman
Funds - Provides two no load funds, one diversified and
one focused, aimed at providing a blend of growth and value
investing.
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