Fund Families Mutual Funds Investing

Fund Families

When a mutual fund company has two or more mutual funds, and one of those two mutual funds does not correlate with stock market fluctuations, the company is considered to have a "Family" of funds. Most Fund Families are composed of numerous, specific mutual funds. Some fund companies also have distinct categories for ethical or not, aggressive or not, and so on. Be sure to read the prospectus of any investment you consider.

• - Provides taxable and tax exempty money market and bond funds and a range of equity funds with a value orientation.
  
• - Provides a variety of value funds to institutions and high net worth individuals.
  
• - Offers a wide array of equity, bond, and asset allocation funds.
  
• - Provides a wide selection of municipal bond funds and US and global equity and bond funds.
  
• - Provides long term growth, focus, and international funds.
  
• - Provides several taxable and tax exempt bond; value, growth, blended, index, and sector equity; and balanced funds.
  
• - Specializes in tax-free single state income funds for states with high tax rates.
  
• - Offers several domestic equity and country specific funds. Also offers the Catholic Values Investment Trust which avoids companies which violate Catholic principles.
  
• - A family of over fifty funds covering all areas of the investment spectrum.
  
• - Provides no-load mutual funds that invest in small and medium-sized growth companies.
  
• - Information on funds.
  
• - Provides two funds based on the Dogs of the Dow strategy.
  
• - A variety of money market, growth and income funds managed by Northern Trust.
  
• - A selection of money market, Tennessee tax free bond, fixed income, and equity funds from First Tennessee.
  
• - Variety of fixed income and equity funds plus a fund developed specifically for seniors.
  
• - Funds offered by a fraternal benefit society of Lutherans joined together for insurance, investment, educational and volunteer opportunities.
  
• - Offers two funds focusing on value and managed by Forester Capital Management.
  
• - Provides US Treasury, small-cap growth, and growth and income funds.
  
• - Offers over 110 mutual funds covering most fund types. Includes some basic financial education.
  
• - Offers two bond funds and an enhanced equity index fund.
  
• - Five no-load funds named after the mountain.
  
• - Concentrates on value investing, offering a large cap, a small cap and an international value fund.
  
• - Create a personalized, diversified portfolio via our 38 mutual funds.
  
• - Provides an extensive range of US and international bond, equity and hedge funds. Registration required.
  
• - Offers a large selection of funds in the major categories with three different share classes.
  
• - No-load mutual funds.
  
• - Fund group offers a handful of index funds and bond funds with a focus on California investors.
  
• - Seven funds that keep in mind social and environmental issues when investing in companies.
  
• - Money market, bond, balanced, sector and equity funds.
  
• - Invests its growth and income funds according to Islamic principles.
  
• - Provides money market, income, and a range of equity funds.
  
• - Provides five aggressive growth equity funds.
  
• - Offers two financial services industry specific mutual funds, Century Shares Trust and Century Small Cap Select. This site has information on the first of those.
  
• - Two mutual funds. One managed by the site users, the other focusing on technology funds.
  
• - Provides domestic and international equity funds as well as taxable, tax-free, and international bond funds.
  
• - No-load, actively-managed short mutual funds for declining stock market and declining dollar and rising gold prices.
  
• - Specializes in micro and small cap funds with both concentrated and diversified offerings.
  
• - Offers nine aggressive international funds, three aggressive domestic funds and one bond fund.
  
• - A mutual fund company; provider of financial services; investment management; gold; precious metals and retirement.
  
• - Offers a range of fixed income, balanced, and growth funds including domestic and international securities.
  
• - Managed by Trusco Capital Management, this fund family includes more than 38 stock and bond 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).
  
• - Offers a number of domestic and international funds.
  
• - Offers twelve no load fixed income and growth funds.
  
• - Load funds managed by Bishop Street Capital Management.
  
• - With 67 funds, this bank covers a wide variety of mutual funds.
  
• - First Investors mutual funds and other products.
  
• - Provides a wide range of bond, equity, and asset allocation funds.
  
• - Provides domestic and international equity funds.
  
• - A family of two bond funds and four funds-of-funds covering large, small, international and alternative equities.
  
• - The Mairs and Power Growth Fund and the Mairs and Power Balanced Fund.
  
• - Global fund company with asian, european, growth, value, real estate, fixed income and money market funds.
  
• - Provides mutual funds that invest in socially and environmentally responsible companies.
  
• - Provides six stable value, income, and equity no load funds.
  
• - Offers a range of mutual funds from money market to aggressive growth. Also offers a selection of offshore and closed-end funds.
  
• - One of the largest mutual fund companies. Offers a large assortment of mutual funds in many different categories.
  
• - Offers two growth funds, one general and one concentrated.
  
• - Offers three equity funds and one bond fund managed by different management companies.
  
• - A family of growth, income, and international funds with four share classes.
  
• - Provides more than 30 funds covering several bond and equity investment styles.
  
• - Funds offered by Regions Bank.
  
• - Boutique fund complex that offers a blue-chip, large-cap fund and a fixed income fund.
  
• - Relatively small fund family offers a balanced fund, an international fund, a domestic fund and a tax exempt (Virginia) fund.
  
• - Provides a selection of municipal bond, general income, and equity funds.
  
• - Manages mutual fund and separate account assets for US and European investors with special focus on European equity and global fixed-income strategies.
  
• - 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.
  
• - Small cap fund uses fundamental analysis to pick stock holdings.
  
• - Offers 23 mutual funds and 4 different load structures.
  
• - Mid- and small-cap mutual funds available to individual investors.
  
• - Older fund company with over 30 funds to choose from based on investing style.
  
• - A small family of equity funds with a quantitative investment style.
  
• - Offers a variety of value, growth and specialized equity funds, as well as fixed-income and closed-end convertible and equity funds.
  
• - Offers several funds ranging from money market to development market offerings.
  
• - Provides an extensive range of money market, bond, value, and growth funds.
  
• - Offers two funds with a contrarian socially responsible style.
  
• - Offers a variety of funds for retail and institutional investors.
  
• - Provides a family of funds, primarily value based but also including bond funds and an aggressive growth offering.
  
• - Offers money market, taxable and tax exempt bond, and a variety of equity funds.
  
• - Company specializes in worldwide investing and offers three funds for U.S. investors.
  
• - Offers a variety of equity and income funds with a large number of municipal bond funds.
  
• - Uses Litman/Gregory's due diligence skills to assemble portfolio managers within a single mutual fund.
  
• - Offers a tax exempt bond, equity index, and equity funds along with financial, technology and healthcare sector funds.
  
• - Institutional money market funds.
  
• - Offers equity, fixed-income, and money market mutual funds.
  
• - Offers a range of domestic and international bond and equity funds focusing on value.
  
• - Two no-load funds founded by respected non-profit environmental organizations.
  
• - Offers a US Treasury fund and five equity funds including micro-cap growth and value funds.
  
• - A small family of value and growth funds using quantitative investment principles.
  
• - Offers an array of money market, fixed income, asset allocation, and international and domestic equity funds.
  
• - A family of funds covering investment mixes from money market to aggressive growth.
  
• - Offers a selection of index funds as well as an internet fund.
  
• - 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.
  
• - Offers a wide range of funds to individuals and institutions.
  
• - Offers funds in a range of risk/return categories with three share classes.
  
• - Small family of mutual funds. Utilizes screening, shareholder activism, and community investing. United States.
  
• - Offers income, both taxable and tax exempt, and domestic and global value funds.
  
• - Offers an extensive selection of domestic and international income and equity funds.
  
• - Offers a wide variety of sector and regional funds.
  
• - Offers a range of money market, taxable and tax exempt bond, convertible securities, and domestic and international equity funds.
  
• - Prospectus, holdings, and other investor information for The Thurlow Growth Fund, investing in primarily US growth equities.
  
• - Offers range of fixed income, blended, and value, growth, and international equity funds.
  
• - No-load funds specializing in allocation funds.
  
• - Offers taxable and tax exempt income, value, and growth equity funds.
  
• - Specializes in global funds including bonds, equities, hard assests, and real estate.
  
• - Provides a wide variety of money market, bond, and domestic and global equity funds.
  
• - Offers value funds in different capitalizations, core equity, aggressive growth, and fixed income funds.
  
• - Provides a selection of money market, bond, domestic and international equity, and sector funds.
  
• - Offering eight funds with different investment objectives and strategies.
  
• - Offers a variety of funds, but mostly equity and specialty funds.
  
• - Originators of the first money market fund. Focuses on secure investments.
  
• - Provides income funds, including a Kansas tax-exempt fund, as well as domestic and global equity funds.
  
• - Offers contrarian value as well as growth and aggressive growth funds.
  
• - Specializes in equity growth funds with several concentrated offerings.
  
• - Offers a range of mutual funds, from conservative money market funds to more aggressive growth funds.
  
• - Known for the lowest fund operating expenses in the industry.
  
• - Family of three funds that invest in socially responsible companies.
  
• - Provides small cap, Japanese, and market neutral funds.
  
• - A special share class of mutual funds managed by Zurich Scudder Investments for members of the American Association of Retired Persons.
  
• - Unique fund company offers a non-diversified domestic fund and a non-diversified international fund.
  
• - Five no-load funds that invests in other mutual funds using market timing strategies to lower risk.
  
• - Offers municipal bond; taxable bond; balanced; value, growth and global equity; and real asset funds.
  
• - Offers the Badgley Balanced Fund and Badgley Growth Fund.
  
• - Offers 10 no-load funds ranging from aggressive small cap and international funds to balanced and income funds.
  
• - Specializes in single state no-load municipal bond funds, including Kentucky, North Carolina, and Tennessee offerings.
  
• - Offers a family of 10 income and equity funds with four share classes.
  
• - Provides two no load funds, one diversified and one focused, aimed at providing a blend of growth and value investing.
  
• - Offers a family of stock, bond, and money market funds as well as funds of funds.
  
• - Six funds managed by money managers who normally service high net worth clients.
  
• - Index and sector funds designed to match a specific benchmark with no trading costs. Built-in leverage available.
  
• - Provides a wide range of funds in all investment styles.
  
• - A family of eight funds including money market, fixed income, value, and emerging growth offerings.
  
• - Offers a total return fund and an aggressive growth fund investing primarily in other mutual funds.
  
• - With over 68 years of investment management experience and over 60 mutual funds.
  
• - Offers a variety of bond funds in addition to domestic, European, and global equity funds.
  
• - Offers a variety of value, growth, and sector equity funds.
  
• - Provides a selection of funds for conservative, moderate, and aggressive investors.
  
• - Provides eleven no-load income and growth equity funds. Equity offerings range from micro-cap to large-cap and include sector and focused offerings.
  
• - Provides money market, incoming, hybrid, growth, aggressive growth, and sector funds.
  
• - Insurance company offers growth and income funds with low minimums.
  
• - Offers a selection of incoming, growth and income, and growth funds.
  
• - Seven no-load mutual funds focusing on growth using fundamental analysis to make trading decisions.
  
• - Offers several fixed-income, including Florida tax exempt, funds and a range of equity funds.
  
• - Offers a biotechnology, internet and technology fund.
  
• - Specializes in growth-oriented equity funds and also provides bond funds, including California tax free funds.
  
• - Provides a large selection of domestic and international income and equity funds to individuals and institutions.
  
• - Many funds with different objectives using 6 different money management companies for advice.
  
• - Specializes in value based equity and income funds.
  
• - Family of 10 mutual funds that are distributed by Guardian Investor Services Corporation.
  
• - Over 200 mutual funds, money market funds, fixed and variable annuities.
  
• - Offers one Large-Cap Index fund and one mid-cap index fund.
  
• - Offers eleven funds ranging including money market, California tax-free bond, real estate, micro, small cap and general equity, and international funds.
  
• - A family of no-load mutual funds including money market, fixed-income and equity funds.
  
• - Provides money market, financial services sector, long-term growth, and Dow 30 focused funds.
  
• - Offers five funds focused on a long-term growth time horizon. Managed by Oak Associates, Ltd.
  
• - Multi-manager family of funds offering a balance of fund types.
  
• - Internet and aggressive growth funds.
  
• - Specializes in municipal bond funds and also offers an equity fund of funds.
  
• - Provides six fixed income and equity funds investing in US and international securities.
  
• - Offers funds from very conservative to aggressive in style.
  
• - Contracts with outside money managers to manage its 32 funds.
  
• - Six science and technology funds based in California's Silicon Valley.
  
• - Provides a family of mutual funds as well as private portfolio management.
  
• - Primarily growth funds and a money market option.
  
• - Institutional money manager specializing in large-cap value equities offers four mutual 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.
  
• - Offers a large selection of bond and equity funds to US and Canadian investors.
  
• - Offers a family of no-load income and equity funds.
  
• - Funds aimed at primarly small and mid-cap investing.
  
• - Provides a selection of fixed income, domestic, and international equity funds to institutional investors.
  
• - Specializes in equity growth funds.
  
• - Provides a range of income, domestic, and international equity funds as well as index and passive funds.
  
• - Several U.S. and international funds managed by the private bank Brown Brothers Harriman.
  
• - Features many funds in many categories and is a big promoter of the 529 college savings plan.
  
• - Offers a focus fund and a growth and income fund.
  
  

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