Mutual Fund Families - Articles

Brown Brothers Harriman

The Brown Brothers Harriman (BBH) didn’t enter the banking business from its inception 200 years ago. Instead it starter as an importer of Irish Linen and later enlarged its activities to become the oldest and largest partnership bank in America.

Victory Funds

Member of the Key Financial Network, Victory Funds is an investment advisory firm that provides its services to both institutions and individual investors.

Westcore Funds

Westcore Funds provides its expertise in the mutual fund field to its investors by string to provide advantageous investment opportunities.

William Blair Funds

William Blair Funds provides its clients with wide variety of services and products, which include investment banking, equity research, institutional and private brokerage, asset management since its establishment in 1935.

Wells Fargo Financial Bank

Being a diversified financial services company, Wells Fargo provides its clients with banking, insurance, investments, mortgage and consumer finance.

Vintage Mutual Funds

Vintage Mutual Funds is a company that strives to work on behalf of its investors by providing them with investment solutions that create value and profits.

Van Wagoner Funds

Van Wagoner Funds focuses on the investment in growth stocks. The target companies are those which develop new products, services or markets.

Value Line Investment Mutual Funds

Being one of the largest independent research staffs of investment analysts and statisticians, the Value Line collects data and analyzes the performance of many stocks, mutual funds, options and other securities.

US Global Investors

Founded in 1968, the US Global Investors was initially intended to manage a growth fund. Later the company enlarged its activities to include many other investment solutions.

T. Rowe Price Mutual Funds

T. Rowe Price Group offers its services and products to both individual investors and institutions. The latter are provided with separately managed investment portfolios, whereas the first are offered mutual funds and corporate retirement programs.

TIAACREF

TIAACREF strives to provide its clients with competitive investment solutions by ever enlarging its portfolio of offers. Furthermore, brokerage services, trust services and beneficiary services are offered.

Third Avenue Funds

Established in 1986, the Third Avenue Funds provides several investment options, which are distributed by M.J. Whitman LLC. The company has strived toward the achievement of well-performing mutual funds.

TD Canada Trust Mutual Funds

TD Mutual Funds has managed successfully to present its clients with many investment options that serve their best interest. It offers fixed income and money markets in addition to its mutual funds.

TCW Investment Management

TCW offers closed-end funds, such as the TSI Fund and other mutual funds.

SunAmerica Mutual Funds

SunAmerica Mutual Funds has successfully managed to accumulate around $53.1 billion under its management. The company is part of the American International Group, Inc (AIG).

Strong Funds

Distributed by the Wells Fargo Funds Distributor, LLC, the Strong Funds strive to offer investors diverse investment options. The family of Strong funds encompasses such mutual fund types as equity funds, allocation funds and income funds.

Stratton Mutual Funds

Distributed by the PFPC Distributors, Inc. the Stratton Mutual Funds offers its clients 100% load free equity mutual funds to both individual and institutional investors.

State Farm Mutual Funds

State Farm is a company that strives to provide its clients services in the insurance, mutual fund and banking fields. Clients can use the services of State Farm to make such insurances as auto, home, life, health and many others.

Salomon Smith and Barney Citigroup Access

Through its devotion to the serving in the best interest of its clients, Smith Barney company has managed to build up a rich portfolio of investment solutions and provide a wide variety of financial services.

Sierra Club Mutual Funds

The Sierra Club Mutual Funds presents its clients with a wide variety of mutual funds to choose from, which are distributed by ALPS Distributors, Inc. Investors are provided with such funds as the Sierra Club Stock Fund, which is directed toward the long-term.

Selected Funds

Selected Funds offers its clients to invest in its Selected American Shares, which represents an equity fund.

Seligman Mutual Funds

Seligman Investment Management provide many mutual fund and other investment opportunities to its clients, which are distributed by the Seligman Advisors, Inc. Clients can choose from different investment products such as retirement plans, institutional investment and managed money.

DWS Scudder Funds

The US retail brand name of Deutsche Asset Management, DWS Scudder offers many investment opportunities which are distributed by the DWS Scudder Distributors, Inc.

Rydex Investments Mutual Funds

Founded in 1993 by Skip Viragh, Rydex Investments is headquartered in Rockville, MD. Rydex offers both mutual funds and exchange traded funds (ETFs).

RS Investments Mutual Funds

RS Funds provides its clients with innovative investment solutions from which to choose from. RS Investments represent the official advisor of RS Funds.

RBC Asset Management

Providing a wide variety of investment services through mutual funds, pooled funds and separately managed portfolios, RBC Asset Management represents a wholly owned subsidiary of the Royal Bank of Canada.

Roulston Funds

Roulston Funds represents a good source of information to investors who seek information on different investment solutions. Additionally, for those interested in investing in bonds and oil, Roulston Funds may represent a good source of financial information.

Rockland Funds

Founded in 1996, the Rockland Funds provides its clients with many investment opportunities. It strives to invest in new technology for its investment team so that the best financial services are offered.

RiverSource Mutual Funds

RiverSource Mutual Funds offers development and management of asset growth as well as preservations and income solutions.

The Reserve Mutual Funds

The Reserve has successfully managed to be one of the innovators in the investment field. In 1970, the company created the first ever money market fund, which proved its benefits to the many investors.

Regions Financial Corporation

Regions Financial Corporation has managed to successfully manage over $140 billion in assets. Additionally, it is a member of the S&P 100 Index.

Putnam Investments Mutual Funds

Putnam Investments possesses more than $191 billion in assets under its management making it one of the largest investment managers in the area of the USA. Putnam Investments can take pride with the fact that some of its clients have stayed with the company for more than 40 years.

Prudential Financial

Founded in 1875, the Prudential Financial has managed to accumulate around $616 billion in assets under its management. Additionally, it has $2.1 trillion of life insurance in force around the world.

Principal Financial Group

Principal Financial Group has succeeded in providing its clients with retirement and investments solutions some of which include 401 (k), 403 (b), defined benefit plans, Employer Stock Ownership Plans (ESOP) and many others.

Pioneer Investments Mutual Funds

Pioneer Funds provide its services from points from all over the world. Pioneer Funds provides its clients with such investment possibilities as mutual funds, separate accounts for pensions and endowments, different alternative investments and defined contribution retirement plans

Parnassus Mutual Funds

Established in 1984, the Parnassus Funds is headquartered in San Francisco. The key to the success of Parnassus Funds is the investment in undervalued companies which represent good businesses.

Oppenheimer Funds

Back to the 1950s the Oppenheimer & Co decided to create a separate subsidiary to offer its clients mutual funds. This is how the Oppenheimer Funds was created.

Oakmark Funds

The key investment strategy that Oakmark Funds apply is the identification of companies that are believed to be currently traded at a substantial discount to what is considered the underlying business value.

North Track Funds

Established in 1984, North Track Funds is headquartered in Milwaukee, Wisconsin. The funds are offered through over 450 brokers and dealer firms all over the country.

Northern Funds

After the creation of the mutual funds, the Northern Trust grabbed the opportunity and offered its clients many investment solutions in the field by creating the Northern Funds.

Monetta Mutual Funds

Established in 1986, the Monetta Mutual Funds has strived toward the provision of a rich portfolio of investment opportunities to investors that are willing and able to participate in the dynamic field of mutual funds.

MFS Investment Management Mutual Funds

MFS is an investment management company, which allows individual investors, MFS shareholders and retirement plan participants to invest in mutual funds retirement plans and 529 college savings plans.

Masters Select Funds

The advisory functions for the Masters’ Select Funds are allocated for the Litman/Gregory Fund Advisors, LLC.

Marshall & Ilsley Corporation

Headquartered in Wisconsin, the Marshall & Ilsley Corporation (Mamp;I) strives to provide its customers comprehensive financial services. Some of the investment solutions offered include personal and small business financing, and commercial wealth management.

Managers Investment Group

The Managers Investment Group represents a subsidiary of the AMG (Affiliated Managers Group), which has more than $222 billion in assets under management through its affiliated investment management firms.

Legg Mason Mutual Funds

Established in 1979, Legg Mason Funds is a mutual fund company that is headquartered in Baltimore, Maryland. The key investment technique of the company is the focus on the provision of a collection of qualified managers in all major asset classes.

Kobren Funds

Kobren Funds offers many services. Some of them include Fidelity Insight Reports, which represents a monthly report including analysis, ratings and recommendations on Fidelity mutual funds.

Kinetics Mutual Funds

Established in 1996, the Kinetics Mutual Fun, Inc has managed to provide its clients with some of the most competitive investment solutions in the field. The official investment advisor of the company is the Kinetics Asset Management, Inc

Jundt Funds

In 1982 the Jundt Associates, Inc was established which with time enlarged its investment adviser services to include mutual funds.

John Hancock Mutual Funds

John Hancock mutual funds has managed to incorporate innovation in its financial dealings and be as competitive as possible with regards to the other companies in the field.

Janus Mutual Funds

Headquartered in Denver, Colorado, Janus Funds has approximately $167.7 billion under its management. The funds offered by the company are distributed by Janus Distributors LLC.

Jamestown Mutual Funds

Jamestown Mutual Funds presents its clients with many investment solutions and benefits the advisory services of Lowe, Brockenbrough & Company, Inc.

Transamerica IDEX Mutual Funds

Established in 1985, Transamerica IDEX Mutual Funds has managed to offer its clients variety of products and services. The company is located in St. Petersburg Florida and is distributed by AFSG Securities Corporation.

ICON

ICON offers its clients investment solutions that meet diverse investment goals since 1986. It has approximately $5.6 billion in assets under its management.

Huntington Funds

Huntington Funds provide their clients with diversified portfolio categories automatic account features and unlimited and free check-writing.

HighMark Funds

HighMark Funds provides its clients with many investment solutions ranging from conservative money market funds to aggressive growth funds.

Hennessy Funds

The Hennessy Funds include no-load mutual funds that meet different levels of risk tolerance and financial objectives.

Harbor Mutual Funds

Harbor Funds provides fifteen mutual funds divided in the mentioned above categories. All of them are no-load mutual funds.

Guardian Group of Funds (GGOF)

Established in 1962, the Guardian Group of Funds (GGOF) provides its services to clients from all over the world. It represents a subsidiary of the Bank of Montreal.

Green Century Funds

Founded in 1991, Green Century Funds includes mutual funds that are environmentally responsible.

Goldman Sachs

Established in 1869, Goldman Sachs is headquartered in New York and has several offices worldwide as in London, Tokyo Hong Kong and Frankfurt. It is global investment banking, securities and investment management firm.

Franklin Templeton Investments

Headquartered in San Mateo, California, Franklin Templeton Investments is a publicly owned company which stocks are listed on the New York Stock Exchange and the London Stock Exchange.

Forester Funds

The Forester Value Fund is managed by Tom Forester, who has managed to achieve great performance rates for the fund.

Firstar Funds

Firstar Funds offers its clients a wide range of investment solutions and services form which to choose from.

First Investors

First Investors has been established in 1930 and since then strives to offer its clients the most competitive investment solutions from the mutual fund field.

First Focus Funds

First Focus Funds provides its investors with many mutual fund solutions. The distributor of the company is BISYS Fund Service.

Mutual Fund Investor Center

The Mutual Fund Investor’s Center represents a rich database that includes mutual fund companies’ information, website links tracking and monitoring tools, fund listings and many other services.

Federated Investors Mutual Funds

Established in 1955, Federated Investors, Inc. has achieved the accumulation of more than $237 billion in assets under its management.

AXA Financial Advisor

AXA financial advisor Headquartered in Atlanta, AXA Enterprise Funds is a mutual fund company that strives to offer its clients the most competitive products in the field.

MainStay Funds

MainStay Funds is a mutual fund company that is directly connected with New York Life Investment Management LLC, which advises more than $231 billion in assets.

Dreyfus Mutual Funds

The company is a subsidiary of the Mellon Financial Corporation. Currently it has more than $190 billion in assets under its management and provides services for the setting and management of mutual funds.

Dodge and Cox Funds

Dodge and Cox funds provides its clients with the opportunity to invest in stock funds and balanced funds, which are closed to new investors.

Dimensional Fund Advisors

Dimensional fund advisors provides management, engineering, trading and many other services to both institutions and individuals.

Delaware Investments

The goal of Delaware Investments it to provide financial intermediaries for investment products offered by the company.

Warburg Pincus

Warburg Pincus has successfully managed to expand its activities in several countries. By its offices it covers continents like North America, Europe and Asia.

Columbia Management

Columbia Management has a direct relationship with the Bank of America Corporation since the first represents the investment management division of the latter.

CGM Mutual Funds

CGM mutual funds - Headquartered in Boston, Massachusetts CGM Funds strives to offer its clients high quality service at reasonable fees.

Calvert Investment Mutual Funds

For approximately 30 years in the mutual fund business Calvert Funds has managed to accumulate more than $13 billion in assets under its operations.

California Investment Trust Fund Group

Headquartered in San Francisco, California, California Investment Trust Fund Group offers its clients many investment opportunities and services to facilitate their way to the accumulation of wealth.

Burnham Financial Group

The company was established in 1931 when I.W. Burnham first came to Wall Street to implement his financial qualities.

Burgundy Asset Management Ltd

Burgundy Asset Management Ltd provides its services to private individuals, charitable organizations, pension funds and endowments.

Brandywine Mutual Funds

The Brandywine Funds represents load free growth mutual funds.

BlackRock Investment Mutual Funds

On September 29, 2006 BlackRock completed its merger with Merrill Lynch Investment Managers.

Baron Mutual Funds

Baron Capital Management offers its clients a wide range of investment options and services such as baron asset fund and baron growth mutual fund.

Badgley Funds

The Badgley Funds was established in 1966 and since then it offers its clients a wide range of products and services.

Artisan Mutual Funds

Artisan Partners provides its clients with mutual fund and separate account management.

Ariel Mutual Funds

Ariel Capital Management, LLC was established in 1983 and has approximately $16 billion in assets under its management.

Allegiant Funds

Allegiant Funds has been established in 1986 and since then provides its clients a wide range of investment opportunities and services.

Aquila Funds

Aquila Investment Management LLC represents several affiliated companies which manage and administer mutual funds.

AmSouth Bank Investment Services

AmSouth Investments Services is the successor of First National Bank of Birmingham.

AMF Asset Management Fund

AMF Asset Management Fund is headquartered in Chicago, Illinois. Among the products that AMF provides are:

Ameriprise Financial

Ameriprise Financial has been established before more than 110 years. It manages approximately $440 billion in assets.

American Century Investment Mutual Funds

American Century Investment was established in 1958 and provides its clients with investor centers in Kansas City, Leawood and San Francisco (Bay Area).

Amana Mutual Funds

Amana offers its clients different mutual funds, retirement plans, such as IRAs, health Savings Accounts and Education Savings Accounts.

Alpine Woods Capital Investor

Headquartered in Purchase, New York, Alpine Woods Investments includes two operating entities:

Alpha Analytics Investment

Alpha Analytics Investment Group is headquartered in Los Angeles, California, which is characterized as an “open architecture” investment management firm.

Alliance Bernstein Investment Mutual Funds

Alliance Bernstein investment mutual funds has its worldwide headquarters located in New York.

AIM Investment Mutual Funds

AIM investment mutual funds are headquartered in Houston, Texas, and represents a subsidiary of AMVESCAP PLC.

AGF Mutual Funds

AGF is a Canadian based investment management company with a diversified family of more than 50 mutual funds

Accessor Capital Management

Accessor Capital Management is headquartered in Seattle, Washington, and provides its services to investors of all sizes.

Aston Asset Management

Aston Asset Management I headquartered in Chicago, Illinois, and represents a diversified institutional based investment management firm.

ETF Offers form Wisdom Tree (WisdomTree)

Being a new company on the mutual fund field, Wisdom Tree immediately caught the attention of the media in its establishment in 2006. WisdomTree ETFs are distinguished from the rest of the ETF to their concentration on fundamentally weighted indexes.

Vanguard Mutual Funds

Vanguard Mutual Funds are one of the most popular in the mutual fund field. It is highly likely that you will encounter them from time to time while browsing through the mutual fund sources.

Fidelity Mutual Funds

The Fidelity mutual fund family includes more than 300 funds, which tops it among the biggest mutual fund together with Vanguard and the American Funds.

American Mutual Funds

Long existence, high quality performance and the generated sales commissions are just a few of the factors that have contributed to the popularity of the American Mutual Funds.

DPCAX Mutual Fund

The Dreyfus Premier Greater China (DPCAX) fund is a type of a loaded fund that charges up to 5.75% of the investors resources. In order to start investing in the fund, you should allocate a minimum of $1,000. An exception is made if it is an IRA.

Index Funds List

The market is flooded by hundreds of index funds, which try to attract the potential investors, by sometimes offering them impossible for accomplishment returns and forecasts for cloudless future.