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Fund Families - World catalog

Contents > Business > Investing > Funds > Mutual Funds > Fund Families

Foreign Funds (17)

See also:

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

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

Alger: Primarily growth funds and a money market option.

Allegiant Funds: Offers a range of mutual funds in various asset classes (equity, fixed income and money market) with different load structures, as well as commentary and guiding tutorials to fund investing. Previously known as Armada Funds.

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

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

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

American Century: Money market, bond, balanced, sector and equity funds.

American Funds: A family of funds covering investment mixes from money market to aggressive growth.

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

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.

Artisan Funds: No-load mutual funds.

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

Birla Sun Life Mutual Fund: Indian company offering a range of investment options which include equity, debt, hybrid, cash and offshore schemes, and systematic investment plans (SIP).

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

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

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

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

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.

Chesapeake Funds: Specializes in equity growth funds.

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

Columbia Funds: Older fund company with over 30 funds to choose from based on investing style.

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

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

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

Dreyfus: Distributor of investment insight and solutions which include mutual funds (equity, bond and money market), separately managed accounts and institutional portfolios.

Dupree Mutual Funds: Specializes in single state no-load municipal bond funds, including Kentucky, North Carolina, and Tennessee offerings.

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

Federated Investors Funds: Offers a selection of domestic and international income and equity funds.

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.

First American Funds: Create a personalized, diversified portfolio via our 38 mutual funds.

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.

First Investors: First Investors mutual funds and other products.

Firsthand Funds: Six science and technology funds based in California's Silicon Valley.

Forester Funds: Offers two funds focusing on value and managed by Forester Capital Management.

Fortis Investments: Offers international investment solutions to institutions, wholesale and retail clients, ranging from institutional portfolio management to the development and management of mutual funds, such as the Fortis L Fund, through its sales offices and dedicated investment centers around the world. Its asset-management activities were integrated with those of ABN AMRO Asset Management in 2007.

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

FundX Upgrader Funds: No-load mutual fund family managed by using the Upgrading Strategy from the NoLoad FundX newsletter.

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.

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

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

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

Guardian Investor Services LLC: Provides managed investments vehicles, from mutual funds to tax deferred annuities to retirement savings programs.

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

Hennessy Funds: Provides two funds based on the Dogs of the Dow strategy.

Heritage Asset Management: Mutual fund company offering a diverse family of open-end mutual funds. Provider of financial services, investment management and retirement planning services.

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

Huntington Funds: Offers equity, fixed-income, and money market mutual funds.

ICON Funds: Offers a wide variety of sector and regional 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.

Institutional Capital Corporation Funds: Institutional money manager specializing in large-cap value equities offers four mutual funds.

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

Invesco AIM Funds: Offers a large selection of funds in the major categories with different share classes, plus annuities, retirement plans, college saving and separate accounts.

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 Capital Group: Global investment manager offering institutional and intermediary clients and individual investors complementary asset management disciplines including growth and risk-managed strategies.

John Hancock Funds: Provides a large selection of domestic and international income and equity funds to individuals and institutions.

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

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

Kinetics Mutual Funds: Internet and aggressive growth funds.

King Investment Advisors: Mid- and small-cap mutual funds available to individual investors.

Lazard Funds: Offers a range of domestic and international bond and equity funds focusing on value.

Legg Mason Mutual Funds: Specializes in value based equity and income funds.

Loomis Sayles & Company L.P.: Provides a family of funds, primarily value based but also including bond funds and an aggressive growth offering.

Lord, Abbett & Co.: Provides more than 30 funds covering several bond and equity investment styles.

Mackenzie Financial Corporation: Offers a large selection of bond and equity funds to US and Canadian investors.

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

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

Marketocracy Funds Family: Two mutual funds. One managed by the site users, the other focusing on technology funds.

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

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

Masters' Select Mutual Funds: Uses Litman/Gregory's due diligence skills to assemble portfolio managers within a single mutual fund.

Merriman Funds: Five no-load funds that invests in other mutual funds using market timing strategies to lower risk.

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.

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

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

Monteagle Funds: A family of no-load domestic equity and fixed income funds.

Munder Funds: Provides a range of income, domestic, and international equity funds as well as index and passive funds.

Neuberger Berman Mutual Funds: Offers a family of no-load income and equity funds.

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

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.

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

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.

Old Mutual Capital: Offers a variety of value, growth, and sector equity funds. Acquirers of PBHG Funds.

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

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

Papp and Associates: Provides long term growth, focus, and international funds.

Parnassus Investments: Family of screened funds. United States.

PAX World Mutual Funds: Family of mutual funds that use a sustainable-investing approach to determine which companies to invest in, based on environmental, social and green criteria, in addition to financial analysis.

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

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

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

Pioneer Funds: Provides a selection of funds for conservative, moderate, and aggressive investors.

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

Provident Institutional Funds: Institutional money market funds.

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

Quadrus Group of Funds: Mutual fund family in Canada, offering a wide variety of Canadian and international funds and funds of funds.

Quaker Funds: Offers equity mutual funds specializing in traditional as well as alternative investment strategies in a variety of market capitalizations and investment styles.

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

Rainier Funds: Five no-load funds named after the mountain.

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

Rigel Mutual Funds: Diversified equity funds, large and small/mid cap, managed by Rigel Capital, LLC.

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

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.

Scudder Investments: Provides a wide variety of money market, bond, and domestic and global equity funds.

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

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.

Smith Breeden Associates: Global asset management firm.

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

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

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.

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

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.

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

Touchstone Investments: Provides a variety of value, growth and specialized equity funds, as well as fixed income and money market funds for individual and institutional investors.

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.

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

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

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

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

Van Wagoner Capital Management: Provides five aggressive growth equity funds.

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.

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

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

William Blair Mutual Funds: Offers a family of 10 income and equity funds with four share classes.

Wright Investors' Service: Offers a broadly diversified family of Blue Chip mutual funds.

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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