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Investments and Investing - Fund Families

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Vontobel Funds - Provides six fixed income and equity funds investing in US and international securities.

Dreyfus - Provides an extensive range of money market, bond, value, and growth funds.

MainStay Funds - Offers taxable and tax exempt income, value, and growth equity funds.

Pearl Mutual Funds - Offers a total return fund and an aggressive growth fund investing primarily in other mutual funds.

Wells Fargo Funds - With 67 funds, this bank covers a wide variety of mutual funds.

Burgundy Asset - Provides a variety of value funds to institutions and high net worth individuals.

Amana Mutual Funds Trust - Invests its growth and income funds according to Islamic principles.

Ameriprise Financial - Over 200 mutual funds, money market funds, fixed and variable annuities.

Marsico Funds - Offers a focus fund and a growth and income fund.

Rydex Series Trust - Index and sector funds designed to match a specific benchmark with no trading costs. Built-in leverage available.

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.

Royce Funds - Specializes in micro and small cap funds with both concentrated and diversified offerings.

Reserve Funds - Originators of the first money market fund. Focuses on secure investments.

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.

Federated Investors Funds - Offers an extensive selection of domestic and international income and equity funds.

Provident Institutional Funds - Institutional money market funds.

Yacktman Funds - Provides two no load funds, one diversified and one focused, aimed at providing a blend of growth and value investing.

Enterprise Funds - Provides money market, incoming, hybrid, growth, aggressive growth, and sector funds.

Accessor Funds - No-load funds specializing in allocation funds.

Quantitative Group of Funds - A small family of equity funds with a quantitative investment style.

First Investors - First Investors mutual funds and other products.

HighMark Funds - Offers a range of mutual funds, from conservative money market funds to more aggressive growth funds.

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).

Nicholas-Applegate Capital Management - Provides a selection of fixed income, domestic, and international equity funds to institutional investors.

Quaker Family of Funds - Offers value funds in different capitalizations, core equity, aggressive growth, and fixed income funds.

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.

Security Benefit Group - Offers funds in a range of risk/return categories with three share classes.

Van Kampen American Capital - Offers range of fixed income, blended, and value, growth, and international equity funds.

Green Century Funds - Two no-load funds founded by respected non-profit environmental organizations.

Robertson Stephens Funds - Offers contrarian value as well as growth and aggressive growth funds.

JohnsonFamily Funds - Concentrates on value investing, offering a large cap, a small cap and an international value fund.

Badgley Funds - Offers the Badgley Balanced Fund and Badgley Growth Fund.

Calvert Group - Provides mutual funds that invest in socially and environmentally responsible companies.

Prudent Bear Funds - No-load, actively-managed short mutual funds for declining stock market and declining dollar and rising gold prices.

AARP Investment Program - A special share class of mutual funds managed by Zurich Scudder Investments for members of the American Association of Retired Persons.

Van Eck Global - Specializes in global funds including bonds, equities, hard assests, and real estate.

Vanguard Group - Known for the lowest fund operating expenses in the industry.

Selected Funds - Provides US Treasury, small-cap growth, and growth and income funds.

AmSouth Mutual Funds - Offers several fixed-income, including Florida tax exempt, funds and a range of equity funds.

Thurlow Funds - Prospectus, holdings, and other investor information for The Thurlow Growth Fund, investing in primarily US growth equities.

Strong Funds - Offers a wide array of equity, bond, and asset allocation funds.

Pimco Funds - Provides several taxable and tax exempt bond; value, growth, blended, index, and sector equity; and balanced funds.

Mairs and Power Funds - The Mairs and Power Growth Fund and the Mairs and Power Balanced Fund.

Chesapeake Funds - Specializes in equity growth funds.

Numeric Investors L.P. - A small family of value and growth funds using quantitative investment principles.

Hennessey Funds - Offers funds from very conservative to aggressive in style.

Alger - Primarily growth funds and a money market option.

First Eagle Funds - Unique fund company offers a non-diversified domestic fund and a non-diversified international fund.

MFS Mutual Funds - A family of over fifty funds covering all areas of the investment spectrum.

ICON Funds - Offers a wide variety of sector and regional funds.

Burnham Funds - Provides money market, financial services sector, long-term growth, and Dow 30 focused funds.

Thrivent Funds - Funds offered by a fraternal benefit society of Lutherans joined together for insurance, investment, educational and volunteer opportunities.

Founders Funds - Offers 10 no-load funds ranging from aggressive small cap and international funds to balanced and income funds.

 

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Some Fund Families listings from the ODP

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