List of mutual-fund families in the United States

List of mutual-fund families in the United States

The following is a limited list of mutual-fund families in the United States. A family of mutual funds is a group of funds that are marketed under one or more brand names, usually having the same distributor (the company which handles selling and redeeming shares of the fund in transactions with investors), and investment advisor (which is usually a corporate cousin of the distributor).

There are several hundred families of registered mutual funds in the United States, some with a single fund and others offering dozens. Many fund families are units of a larger financial services company such as an asset manager, bank, brokerage, or insurance company. Additionally, multiple funds in a family can be part of the same corporate structure; that is, one underlying corporation or business trust may divide itself into more than one fund, each of which issues shares separately.


*AIM (AMVESCAP)
*Allegiant Funds
*Allianz
*AllianceBernstein
*American Century
*American Beacon
*American Funds (The Capital Group Companies)
*Ameriprise
*Aquila
*Ariel Mutual Funds
*Arrow Funds
*Artisan
*Atlas (Golden West Financial; as of February 2007 merging with Wachovia's Evergreen Investments)
*Ave Maria
*Baron Funds
*Barclays Global Investors
*BB&T
*BlackRock
*BNY Hamilton (Bank of New York)
*Brazos
*Calamos
*Calvert
*Cohen & Steers
*Columbia (Bank of America)
*Credit Suisse
*Croft
*Delaware Investments
*Dimensional Fund Advisors
*Direxion Funds
*Dodge & Cox
*Dreyfus
*Evergreen Investments (Wachovia)
*Excelsior
*Federated
*Fidelity
*Fifth Third
*First American
*First Eagle
*Franklin Templeton (Franklin Resources)
*Gabelli
*Gartmore
*Goldman Sachs
*Grassroots Capital
*Harbor
*The Hartford

*Hotchkis and Wiley
*Invesco (AMVESCAP)
*Investing Group (National Funds)
*Janus
*John Hancock Funds
*JPMorgan
*Legg Mason
*Lord Abbett & Co.
*Lazard
*MainStay (New York Life Investment Management)
*Mattews Asian funds
*MetLife (CitiStreet)
*MFS
*Morgan Stanley
*Northern
*Oakmark
*Oppenheimer
*Parnassus
*Pax World
*PIMCO (Pacific Investment Management)
*Pioneer
*Principal Funds
*ProFunds
*Putnam
*Rainier
*Royce
*Russell
*Rydex
*Schroders
*Schwab
*State Farm
*State Street
*TIAA-CREF
*T. Rowe Price
*Touchstone
*USAA
*Value Line
*Van Eck (Chubb)
*Vanguard
*Waddell & Reed
*Wells Fargo Advantage
*Wilshire Associates
*WM Group (Principal Financial Group)
*WorldCommodity Funds

Largest mutual fund families by assets under management

1) American Funds (over $1.5 trillion)
2) Vanguard (over $1 trillion)
3) Fidelity(over $1 trillion)

Former families

* Constellation - merged with Touchstone
* Strong - merged with Wells FargoScottrade

ee also

*List of mutual fund companies in Canada


Wikimedia Foundation. 2010.

Игры ⚽ Поможем решить контрольную работу

Look at other dictionaries:

  • Mutual fund — This article is about mutual funds in the United States. For other forms of mutual investment, see Collective investment scheme. A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors… …   Wikipedia

  • Native Americans in the United States — This article is about the indigenous people of the United States. For other indigenous people see Indigenous peoples by geographic regions Native Americans …   Wikipedia

  • Credit unions in the United States — Banking in the United States Monetary policy The Federal Reserve System Regulation Lending Credit card Deposit accounts Savings account Checking account Money market account Certificate of deposit …   Wikipedia

  • Chinese immigration to the United States — consists of three major waves with the first beginning in the early 19th century. For nearly two centuries, the history of Chinese immigration to the United States has witnessed hardship as well as success.The Chinese have been arriving in large… …   Wikipedia

  • Poles in the United States — • Covers the causes and history of the Polish immigration Catholic Encyclopedia. Kevin Knight. 2006. Poles in the United States     Poles in the United States      …   Catholic encyclopedia

  • 2003 mutual fund scandal — The mutual fund scandal of 2003 was the result of the discovery of illegal late trading and market timing practices on the part of certain hedge fund and mutual fund companies. Contents 1 Spitzer investigation 1.1 Late trading 1.2 Market timing …   Wikipedia

  • 2003 Mutual-fund scandal — The mutual fund scandal of 2003 was the result of the discovery of illegal late trading and market timing practices on the part of certain hedge fund and mutual fund companies.pitzer investigationOn September 3, 2003, New York Attorney General… …   Wikipedia

  • United States Constitution — P …   Wikipedia

  • UNITED STATES OF AMERICA — UNITED STATES OF AMERICA, country in N. America. This article is arranged according to the following outline: introduction Colonial Era, 1654–1776 Early National Period, 1776–1820 German Jewish Period, 1820–1880 East European Jewish Period,… …   Encyclopedia of Judaism

  • UNITED STATES LITERATURE — The Influence of the Bible and Hebrew Culture The Jewish influence on American literary expression predated the actual arrival of Jews in the United States in 1654, for the Puritan culture of New England was marked from the outset by a deep… …   Encyclopedia of Judaism

Share the article and excerpts

Direct link
… Do a right-click on the link above
and select “Copy Link”