| 1. | Charles Schwab | | | Offers a family of stock, bond, and money market funds as well as funds of funds.
www.schwab.com |
| 2. | Founders Funds | | | Offers 10 no-load funds ranging from aggressive small cap and international funds to balanced and income funds.
www.founders.com |
| 3. | 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.
www.gabelli.com |
| 4. | Forester Funds | | | Offers two funds focusing on value and managed by Forester Capital Management.
www.forestervalue.com |
| 5. | Baron Funds | | | Provides no-load mutual funds that invest in small and medium-sized growth companies.
www.baronfunds.com |
| 6. | 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).
cgmfunds.com |
| 7. | Calvert Group | | | Provides mutual funds that invest in socially and environmentally responsible companies.
www.calvertgroup.com |
| 8. | Dreyfus | | | Provides an extensive range of money market, bond, value, and growth funds.
www.dreyfus.com |
| 9. | Vanguard Group | | | Known for the lowest fund operating expenses in the industry.
www.vanguard.com |
| 10. | Aquila Funds | | | Specializes in tax-free single state income funds for states with high tax rates.
www.aquilafunds.com |
| 11. | Burgundy Asset | | | Provides a variety of value funds to institutions and high net worth individuals.
www.burgundy-asset.com |
| 12. | California Investment Trust | | | Fund group offers a handful of index funds and bond funds with a focus on California investors.
www.caltrust.com |
| 13. | Dresher Funds | | | Offers two funds of funds, one moderate growth and one aggressive growth.
www.dresherfunds.com |
| 15. | HighMark Funds | | | Offers a range of mutual funds, from conservative money market funds to more aggressive growth funds.
www.highmarkfunds.com |
| 16. | First Funds | | | A selection of money market, Tennessee tax free bond, fixed income, and equity funds from First Tennessee.
www.firstfunds.com |
| 17. | Goldman Sachs Asset Management | | | Offers an array of money market, fixed income, asset allocation, and international and domestic equity funds.
www.gs.com |
| 19. | Harris Insight | | | Provides taxable and tax exempty money market and bond funds and a range of equity funds with a value orientation.
www.harrisinsight.com |
| 20. | ICON Funds | | | Offers a wide variety of sector and regional funds.
www.iconfunds.com |
| 21. | Franklin Templeton | | | Offers over 110 mutual funds covering most fund types. Includes some basic financial education.
www.franklintempleton.com |
| 22. | Delaware Funds | | | With over 68 years of investment management experience and over 60 mutual funds.
www.delawarefunds.com |
| 23. | Dupree Mutual Funds | | | Specializes in single state no-load municipal bond funds, including Kentucky, North Carolina, and Tennessee offerings.
www.dupree-funds.com |
| 24. | Lake Forest Funds | | | Offers a core equity fund and a money market fund.
www.lakeforestfunds.com |
| 26. | Rainier Funds | | | Five no-load funds named after the mountain.
www.rainierfunds.com |
| 28. | Citizens Funds | | | Seven funds that keep in mind social and environmental issues when investing in companies.
www.citizensfunds.com |
| 29. | Co. | | | Provides more than 30 funds covering several bond and equity investment styles.
www.LordAbbett.com |
| 30. | Company L.P. | | | Provides a family of funds, primarily value based but also including bond funds and an aggressive growth offering.
www.loomissayles.com |
| 31. | MainStay Funds | | | Offers taxable and tax exempt income, value, and growth equity funds.
www.mainstayfunds.com |
| 33. | Masters' Select Mutual Funds | | | Uses Litman/Gregorys due diligence skills to assemble portfolio managers within a single mutual fund.
mastersfunds.com |
| 35. | First Focus Funds | | | Offers a variety of funds for retail and institutional investors.
www.firstfocusfunds.com |
| 36. | Marketocracy Funds Family | | | Two mutual funds. One managed by the site users, the other focusing on technology funds.
funds.marketocracy.com |
| 37. | 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.
www.shayassets.com |
| 38. | Oakmark Funds | | | Provides domestic and international equity funds.
www.oakmark.com |
| 39. | Accessor Funds | | | No-load funds specializing in allocation funds.
www.accessor.com |
| 41. | Marshall Funds | | | Provides money market, income, and a range of equity funds.
www.marshallfunds.com |
| 42. | Marsico Funds | | | Offers a focus fund and a growth and income fund.
www.marsicofunds.com |
| 43. | New England Funds | | | Provides a variety of income, growth, and value funds.
www.mutualfunds.com |
| 44. | Conseco Funds | | | Insurance company offers growth and income funds with low minimums.
www.consecofunds.com |
| 46. | Numeric Investors L.P. | | | A small family of value and growth funds using quantitative investment principles.
www.numeric.com |
| 47. | Payden and Rygel | | | Offers a variety of bond funds in addition to domestic, European, and global equity funds.
www.payden.com |
| 48. | Pioneer Funds | | | Provides a selection of funds for conservative, moderate, and aggressive investors.
www.pioneerfunds.com |
| 49. | PBHG Funds | | | Offers a variety of value, growth, and sector equity funds.
www.pbhgfunds.com |
| 51. | Principal Mutual Funds | | | A family of growth, income, and international funds with four share classes.
www.principal.com |
| 52. | Reserve Funds | | | Originators of the first money market fund. Focuses on secure investments.
www.reservefunds.com |
| 53. | Quaker Family of Funds | | | Offers value funds in different capitalizations, core equity, aggressive growth, and fixed income funds.
www.quakerfunds.com |
| 55. | First Investors | | | First Investors mutual funds and other products.
www.firstinvestors.com |
| 56. | Royce Funds | | | Specializes in micro and small cap funds with both concentrated and diversified offerings.
www.roycefunds.com |
| 57. | TIAA-CREF | | | Provides six stable value, income, and equity no load funds.
www.tiaa-cref.org |
| 58. | The Unified Funds | | | Offers a selection of index funds as well as an internet fund.
www.unifiedfunds.com |
| 59. | Selected Funds | | | Provides US Treasury, small-cap growth, and growth and income funds.
www.selectedfunds.com |
| 60. | Sit Mutual Funds | | | Offers several funds ranging from money market to development market offerings.
www.sitfunds.com |
| 62. | 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.
www.seligman.com |
| 63. | Thornburg Funds | | | Offers income, both taxable and tax exempt, and domestic and global value funds.
www.thornburg.com |
| 64. | Value Line Publishing, Inc. | | | Offers a range of money market, taxable and tax exempt bond, convertible securities, and domestic and international equity funds.
www.valueline.com |
| 65. | First American Funds | | | Create a personalized, diversified portfolio via our 38 mutual funds.
firstamericanfunds.com |
| 66. | Westcore Funds | | | Offers twelve no load fixed income and growth funds.
www.westcore.com |
| 67. | Pearl Mutual Funds | | | Offers a total return fund and an aggressive growth fund investing primarily in other mutual funds.
www.pearlfunds.com |
| 68. | SAFECO Mutual Funds | | | Offers money market, taxable and tax exempt bond, and a variety of equity funds.
www.safecofunds.com |
| 69. | John Hancock Funds | | | Provides a large selection of domestic and international income and equity funds to individuals and institutions.
www.jhfunds.com |
| 70. | 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.
www.turner-invest.com |
| 71. | Wasatch Funds | | | Offers a US Treasury fund and five equity funds including micro-cap growth and value funds.
www.wasatchfunds.com |
| 72. | Van Eck Global | | | Specializes in global funds including bonds, equities, hard assests, and real estate.
www.vaneck.com |
| 74. | Vontobel Funds | | | Provides six fixed income and equity funds investing in US and international securities.
www.vusa.com |
| 75. | Waddell and Reed | | | Offers a range of fixed income, balanced, and growth funds including domestic and international securities.
www.waddell.com |
| 76. | Yacktman Funds | | | Provides two no load funds, one diversified and one focused, aimed at providing a blend of growth and value investing.
www.yacktman.com |
| 77. | Wright Investors | | | Offers several domestic equity and country specific funds. Also offers the Catholic Values Investment Trust which avoids companies which violate Catholic principles.
www.wisi.com |
| 78. | The Bramwell Funds | | | Offers two growth funds, one general and one concentrated.
www.bramwell.com |
| 79. | STI Classic Funds | | | Managed by Trusco Capital Management, this fund family includes more than 38 stock and bond funds.
www.sticlassicfunds.com |
| 81. | Badgley Funds | | | Offers the Badgley Balanced Fund and Badgley Growth Fund.
www.badgleyfunds.com |
| 82. | Van Kampen American Capital | | | Offers range of fixed income, blended, and value, growth, and international equity funds.
www.vankampen.com |
| 83. | Thurlow Funds | | | Prospectus, holdings, and other investor information for The Thurlow Growth Fund, investing in primarily US growth equities.
www.thurlowfunds.com |
| 84. | 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.
www.metzlerpayden.com |
| 85. | Burnham Funds | | | Provides money market, financial services sector, long-term growth, and Dow 30 focused funds.
www.burnhamfunds.com |
| 86. | Enterprise Funds | | | Provides money market, incoming, hybrid, growth, aggressive growth, and sector funds.
www.enterprisefunds.com |
| 88. | Huntington Funds | | | Offers equity, fixed-income, and money market mutual funds.
www.huntingtonfunds.com |
| 89. | Prudent Bear Funds | | | No-load, actively-managed short mutual funds for declining stock market and declining dollar and rising gold prices.
www.prudentbear.com |
| 90. | Bishop Street Funds | | | Load funds managed by Bishop Street Capital Management.
www.bishopstreetfunds.com |
| 92. | CSI Funds | | | Boutique fund complex that offers a blue-chip, large-cap fund and a fixed income fund.
www.csifunds.com |
| 93. | ABN AMRO Funds | | | Global fund company with asian, european, growth, value, real estate, fixed income and money market funds.
www.abnamrofunds-usa.com |
| 94. | Pauzé Funds | | | Concentrates on bond markets with its four bond funds.
www.pauzefunds.com |
| 95. | Rockland Funds | | | Two small cap funds using fundamental analysis to pick stock holdings.
www.rocklandfunds.com |
| 96. | Lazard Funds | | | Offers a range of domestic and international bond and equity funds focusing on value.
www.lazardnet.com |
| 97. | Northern Funds | | | A variety of money market, growth and income funds managed by Northern Trust.
www.northernfunds.com |
| 98. | Rydex Series Trust | | | Index and sector funds designed to match a specific benchmark with no trading costs. Built-in leverage available.
www.rydexfunds.com |
| 99. | Jundt Funds | | | 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.
www.jundt.com |
| 100. | STAAR System Trust | | | A family of two bond funds and four funds-of-funds covering large, small, international and alternative equities.
www.staarsystem.com |
| 101. | Countrywide Investments | | | Provides a family of mutual funds as well as private portfolio management.
www.countrywideinvestments.com |
| 102. | Firsthand Funds | | | Six science and technology funds based in California's Silicon Valley.
www.firsthandfunds.com |
| 104. | 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.
www.ftifunds.com |
| 106. | IDEX Funds | | | Contracts with outside money managers to manage its 32 funds.
www.idexfunds.com |
| 107. | Vintage Funds | | | A family of no-load mutual funds including money market, fixed-income and equity funds.
www.vintagefunds.com |
| 108. | ING Pilgrim Funds | | | Variety of fixed income and equity funds plus a fund developed specifically for seniors.
www.ingfunds.com |
| 109. | Ivy Funds | | | Offers nine aggressive international funds, three aggressive domestic funds and one bond fund.
www.ivyfunds.com |
| 110. | Jamestown Funds | | | Relatively small fund family offers a balanced fund, an international fund, a domestic fund and a tax exempt (Virginia) fund.
www.jamestownfunds.com |
| 111. | B Funds | | | Three funds started late in 2000 aimed at primarly small and mid-cap investing.
www.jbfunds.com |
| 112. | JohnsonFamily Funds | | | Concentrates on value investing, offering a large cap, a small cap and an international value fund.
www.johnsonfamilyfunds.com |
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