About: List of mutual-fund families   Sponge Permalink

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The following is a limited 'list of mutual-fund families'. 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). 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.

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  • List of mutual-fund families
rdfs:comment
  • The following is a limited 'list of mutual-fund families'. 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). 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.
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abstract
  • The following is a limited 'list of mutual-fund families'. 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). 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. * AGF Group of Funds (Canada) * AIM Investments * American Century Investments * American Funds * Ameriprise Financial, Inc. * Ave Maria Mutual Funds * BlackRock * The Capital Group Companies * Calamos Investments * Croft Funds Corp * Dodge & Cox * Dreyfus * Federated Investors * Fidelity Investments * Franklin Resources * Gabelli Asset Management * Gartmore * Hotchkis and Wiley Capital Management * Legg Mason * Lord Abbett * Janus Capital Group * MFS Investment Management * Morgan Stanley * OppenheimerFunds * Parnassus Funds * Pax World Funds * PIMCO Advisors * Putnam Investments * Schroders Investments * TIAA-CREF Mutual Funds * T. Rowe Price Group * Value Line * The Vanguard Group * Wells Fargo Advantage Funds * WM Group Many banks, brokerages, and insurance companies have affiliated fund families.
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