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Investments and Investing - Fund Families

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

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.

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

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

Oakmark Funds - Provides domestic and international equity funds.

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

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.

Rockland Funds - Small cap fund uses fundamental analysis to pick stock holdings.

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

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

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

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

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

Preferred Group - Offering eight funds with different investment objectives and strategies.

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

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

Sit Mutual Funds - Offers several funds ranging from money market to development market offerings.

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

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

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

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

Alpha Analytics Mutual Funds - Information on funds.

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

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

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

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

Tamarack Funds - Funds aimed at primarily small and mid-cap investing.

Fremont Funds - Offers eleven funds ranging including money market, California tax-free bond, real estate, micro, small cap and general equity, and international funds.

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

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

Alliance Capital - Provides a wide selection of municipal bond funds and US and global equity and bond funds.

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

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

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

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

Integrity Mutual Funds, Inc. - Specializes in municipal bond funds and also offers an equity fund of funds.

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

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

Parnassus Investments - Family of screened funds. United States.

Franklin Templeton - Offers over 110 mutual funds covering most fund types. Includes some basic financial education.

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

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

OppenheimerFunds, Inc. - Offers municipal bond; taxable bond; balanced; value, growth and global equity; and real asset funds.

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

Juilus Baer Investment Funds - Company specializes in worldwide investing and offers three funds for U.S. investors.

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

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

Domini Social Investments - Small family of mutual funds. Utilizes screening, shareholder activism, and community investing. United States.

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

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

Waddell and Reed - Offers a range of fixed income, balanced, and growth funds including domestic and international securities.

Fidelity Mutual Funds - One of the largest mutual fund companies. Offers a large assortment of mutual funds in many different categories.

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

 

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Some Fund Families listings from the ODP

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