Web Pages- 59 Wall Street Funds -
Several U.S. and international funds managed by the private bank Brown Brothers Harriman.
- AARP Investment Program -
A special share class of mutual funds managed by Zurich Scudder Investments for members of the American Association of Retired Persons.
- 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.
- Alliance Capital -
Provides a wide selection of municipal bond funds and US and global equity and bond funds.
- 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.
- Baron Funds -
Provides no-load mutual funds that invest in small and medium-sized growth companies.
- 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.
- Citizens Funds -
Seven funds that keep in mind social and environmental issues when investing in companies.
- 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.
- Fidelity Mutual Funds -
One of the largest mutual fund companies. Offers a large assortment of mutual funds in many different categories.
- 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.
- Forester Funds -
Offers two funds focusing on value and managed by Forester Capital Management.
- Franklin Templeton -
Offers over 110 mutual funds covering most fund types. Includes some basic financial education.
- 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.
- 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.
- 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.
- 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.
- Kemper Funds -
Provides a wide range of funds in all investment styles.
- MainStay Funds -
Offers taxable and tax exempt income, value, and growth equity funds.
- MFS Mutual Funds -
A family of over fifty funds covering all areas of the investment spectrum.
- 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.
- Nuveen Funds -
Offers a variety of equity and income funds with a large number of municipal bond funds.
- 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.
- Paradigm Capital Management -
Interested in mutual funds that take advantage of market inefficiencies? Take a look at Paradigm Capital Management and their portfolio managers to see if their expertise is right for you.
- 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.
- Pioneer Funds -
Provides a selection of funds for conservative, moderate, and aggressive investors.
- Preferred Group -
Offering eight funds with different investment objectives and strategies.
- Prudent Bear Funds -
No-load, actively-managed short mutual funds for declining stock market and declining dollar and rising gold prices.
- Quaker Family of Funds -
Offers value funds in different capitalizations, core equity, aggressive growth, and fixed income funds.
- Reserve Funds -
Originators of the first money market fund. Focuses on secure investments.
- 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.
- SAFECO Mutual Funds -
Offers money market, taxable and tax exempt bond, and a variety of equity funds.
- Scudder Investments -
Provides a wide variety of money market, bond, and domestic and global equity funds.
- 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.
- STAAR System Trust -
A family of two bond funds and four funds-of-funds covering large, small, international and alternative equities.
- 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.
- 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.
- 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.
- 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.
- 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.
- Wasatch Funds -
Offers a US Treasury fund and five equity funds including micro-cap growth and value funds.
- 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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