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Investments and Investing : Mutual Funds : Fund Families
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
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