Subcategories in Fund Families

Foreign Funds




Websites in this category

American Express Financial Direct
Over 200 mutual funds, money market funds, fixed and variable annuities.

http://finance.americanexpress.com/sif/cda/page/0,1641,15255,00.asp?

http://finance.americanexpress.com/sif/cda/page/0,1641,15255,00.asp?

Fidelity Mutual Funds
One of the largest mutual fund companies. Offers a large assortment of mutual funds in many different categories.

http://personal.fidelity.com/products/funds/

http://personal.fidelity.com/products/funds/

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

http://www.hennessyfunds.com/

http://www.hennessyfunds.com/

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

http://www.nylim.com/mainstayfunds

http://www.nylim.com/mainstayfunds

Oak Associates Funds
Offers five funds focused on a long-term growth time horizon.

http://www.oakfunds.com/

http://www.oakfunds.com/

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

http://www.domini.com/

http://www.domini.com/

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

http://www.johnsonfamilyfunds.com

http://www.johnsonfamilyfunds.com

Clear Investment Funds
Offers one Large-Cap Index fund and one mid-cap index fund.

http://www.clear-investments.com

http://www.clear-investments.com

Jamestown Funds
Relatively small fund family offers a balanced fund, an international fund, a domestic fund and a tax exempt (Virginia) fund.

http://www.jamestownfunds.com

http://www.jamestownfunds.com

Ivy Funds
Offers nine aggressive international funds, three aggressive domestic funds and one bond fund.

http://www.ivyfunds.com/

http://www.ivyfunds.com/

ING Pilgrim Funds
Variety of fixed income and equity funds plus a fund developed specifically for seniors.

http://www.ingfunds.com/

http://www.ingfunds.com/

IDEX Funds
Contracts with outside money managers to manage its 32 funds.

http://www.idexfunds.com

http://www.idexfunds.com

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.

http://www.ftifunds.com/

http://www.ftifunds.com/

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

http://www.icapfunds.com/

http://www.icapfunds.com/

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

http://www.firsteaglefunds.com/

http://www.firsteaglefunds.com/

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

http://www.countrywideinvestments.com/

http://www.countrywideinvestments.com/

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

http://www.staarsystem.com/

http://www.staarsystem.com/

Northern Funds
A variety of money market, growth and income funds managed by Northern Trust.

http://www.northernfunds.com

http://www.northernfunds.com

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

http://www.lazardnet.com/

http://www.lazardnet.com/

Rockland Funds
Small cap fund uses fundamental analysis to pick stock holdings.

http://www.rocklandfunds.com/

http://www.rocklandfunds.com/

Kinetics Mutual Funds
Internet and aggressive growth funds.

http://www.kineticsfunds.com/

http://www.kineticsfunds.com/

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

http://www.bishopstreetfunds.com/

http://www.bishopstreetfunds.com/

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

http://www.prudentbear.com/

http://www.prudentbear.com/

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

http://www.huntingtonfunds.com/

http://www.huntingtonfunds.com/

Chesapeake Funds
Specializes in equity growth funds.

http://www.chesapeakefunds.com/

http://www.chesapeakefunds.com/

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

http://www.burnhamfunds.com/

http://www.burnhamfunds.com/

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.

http://www.metzlerpayden.com

http://www.metzlerpayden.com

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

http://www.mairsandpower.com/

http://www.mairsandpower.com/

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

http://www.vankampen.com/

http://www.vankampen.com/

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

http://www.aafunds.com

http://www.aafunds.com

STI Classic Funds
Managed by Trusco Capital Management, this fund family includes more than 38 stock and bond funds.

http://www.sticlassicfunds.com

http://www.sticlassicfunds.com

Wright Investors
Offers several domestic equity and country specific funds. Also offers the Catholic Values Investment Trust which avoids companies which violate Catholic principles.

http://www.wisi.com/

http://www.wisi.com/

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

http://www.yacktman.com/

http://www.yacktman.com/

Waddell and Reed
Offers a range of fixed income, balanced, and growth funds including domestic and international securities.

http://www.waddell.com/

http://www.waddell.com/

Van Wagoner Capital Management
Provides five aggressive growth equity funds.

http://www.vanwagoner.com/

http://www.vanwagoner.com/

Wasatch Funds
Offers a US Treasury fund and five equity funds including micro-cap growth and value funds.

http://www.wasatchfunds.com/

http://www.wasatchfunds.com/

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

http://www.jhfunds.com

http://www.jhfunds.com

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

http://www.pearlfunds.com

http://www.pearlfunds.com

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

http://www.westcore.com/

http://www.westcore.com/

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

http://firstamericanfunds.com

http://firstamericanfunds.com

Value Line Publishing, Inc.
Offers a range of money market, taxable and tax exempt bond, convertible securities, and domestic and international equity funds.

http://www.valueline.com/

http://www.valueline.com/

Smith Breeden Associates
Offers two bond funds and an enhanced equity index fund.

http://www.smithbreeden.com/

http://www.smithbreeden.com/

Sit Mutual Funds
Offers several funds ranging from money market to development market offerings.

http://www.sitfunds.com/

http://www.sitfunds.com/

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

http://www.selectedfunds.com/

http://www.selectedfunds.com/

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

http://www.rsim.com/

http://www.rsim.com/

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

http://www.tiaa-cref.org/mfs/index.html

http://www.tiaa-cref.org/mfs/index.html

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

http://www.roycefunds.com/

http://www.roycefunds.com/

First Investors
First Investors mutual funds and other products.

http://www.firstinvestors.com

http://www.firstinvestors.com

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

http://www.quakerfunds.com/

http://www.quakerfunds.com/

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

http://www.reservefunds.com/

http://www.reservefunds.com/

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

http://www.principal.com/funds/index.htm

http://www.principal.com/funds/index.htm

Provident Institutional Funds
Institutional money market funds.

http://www.pif.com/

http://www.pif.com/

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

http://www.payden.com/

http://www.payden.com/

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

http://www.numeric.com/

http://www.numeric.com/

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

http://www.nacm.com/

http://www.nacm.com/

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

http://www.marsicofunds.com/

http://www.marsicofunds.com/

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

http://www.marshallfunds.com/

http://www.marshallfunds.com/

Parnassus Investments
Offers two funds with a contrarian socially responsible style.

http://www.parnassus.com/

http://www.parnassus.com/

Accessor Funds
No-load funds specializing in allocation funds.

http://www.accessor.com

http://www.accessor.com

Oakmark Funds
Provides domestic and international equity funds.

http://www.oakmark.com/

http://www.oakmark.com/

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.

http://www.shayassets.com/

http://www.shayassets.com/

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

http://funds.marketocracy.com

http://funds.marketocracy.com

First Focus Funds
Offers a variety of funds for retail and institutional investors.

http://www.firstfocusfunds.com

http://www.firstfocusfunds.com

Alpha Analytics Mutual Funds
Information on funds.

http://www.alphaanalytics.com

http://www.alphaanalytics.com

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

http://mastersfunds.com

http://mastersfunds.com

Artisan Funds
No-load mutual funds.

http://www.artisanfunds.com

http://www.artisanfunds.com

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

http://www.munderfunds.com/

http://www.munderfunds.com/

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

http://www.LordAbbett.com/

http://www.LordAbbett.com/

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

http://www.citizensfunds.com/

http://www.citizensfunds.com/

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

http://www.mackenziefinancial.com/

http://www.mackenziefinancial.com/

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

http://www.rainierfunds.com/

http://www.rainierfunds.com/

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

http://www.leggmason.com/Funds/

http://www.leggmason.com/Funds/

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

http://www.dupree-funds.com/

http://www.dupree-funds.com/

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

http://www.delawarefunds.com/

http://www.delawarefunds.com/

Franklin Templeton
Offers over 110 mutual funds covering most fund types. Includes some basic financial education.

http://www.franklintempleton.com

http://www.franklintempleton.com

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

http://www.iconfunds.com/

http://www.iconfunds.com/

Invesco Mutual Funds
Provides a selection of money market, bond, domestic and international equity, and sector funds.

http://www.invesco.com/

http://www.invesco.com/

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

http://www.wmblairfunds.com/

http://www.wmblairfunds.com/

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

http://www.amanafunds.com

http://www.amanafunds.com

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

http://www.caltrust.com/

http://www.caltrust.com/

Aquila Funds
Specializes in tax-free single state income funds for states with high tax rates.

http://www.aquilafunds.com/

http://www.aquilafunds.com/

PAX World Family
Family of three funds that invest in socially responsible companies.

http://www.paxfund.com/

http://www.paxfund.com/

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

http://www.vanguard.com

http://www.vanguard.com

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

http://www.dreyfus.com/

http://www.dreyfus.com/

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

http://www.calvertgroup.com/

http://www.calvertgroup.com/

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).

http://cgmfunds.com/

http://cgmfunds.com/

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

http://www.baronfunds.com/

http://www.baronfunds.com/

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

http://www.forestervalue.com

http://www.forestervalue.com

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

http://www.americanfunds.com/

http://www.americanfunds.com/

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.

http://www.gabelli.com/

http://www.gabelli.com/




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