Jump to content
 







Main menu
   


Navigation  



Main page
Contents
Current events
Random article
About Wikipedia
Contact us
Donate
 




Contribute  



Help
Learn to edit
Community portal
Recent changes
Upload file
 








Search  

































Create account

Log in
 









Create account
 Log in
 




Pages for logged out editors learn more  



Contributions
Talk
 



















Contents

   



(Top)
 


1 Fund families  





2 See also  














List of mutual-fund families in the United States: Difference between revisions







Add links
 









Article
Talk
 

















Read
Edit
View history
 








Tools
   


Actions  



Read
Edit
View history
 




General  



What links here
Related changes
Upload file
Special pages
Permanent link
Page information
Cite this page
Get shortened URL
Download QR code
Wikidata item
 




Print/export  



Download as PDF
Printable version
 
















Appearance
   

 





Help
 

From Wikipedia, the free encyclopedia
 


Browse history interactively
 Previous edit
Content deleted Content added
Not in template
 
(33 intermediate revisions by 24 users not shown)
Line 1: Line 1:

{{Short description|none}}

The following is a limited '''list of mutual-fund families in the United States'''. A family of [[mutual fund]]s is a group of funds that are marketed under one or more [[brand name]]s, 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).

The following is a limited '''list of mutual-fund families in the United States'''. A family of [[mutual fund]]s is a group of funds that are marketed under one or more [[brand name]]s, 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).



Line 6: Line 7:


==Fund families==

==Fund families==

{{Multicol}}

{{Col-begin}}

{{Col-break}}

*[[Aberdeen Asset Management]]

*[[Aberdeen Asset Management]]

*AIM ([[Invesco]])

*AIM ([[Invesco]])

*[[Alger Funds]]

*[[AllianceBernstein]]

*[[AllianceBernstein]]

*[[Allianz]]

*[[Allianz]]

*[[AlphaCentric Funds]]

*[[Amana Mutual Funds Trust]]

*[[Amana Mutual Funds Trust]]

*[[American Beacon]]

*[[American Beacon]]

Line 17: Line 19:

*[[American Funds]] ([[The Capital Group Companies]])

*[[American Funds]] ([[The Capital Group Companies]])

*[[Ariel Investments]]

*[[Ariel Investments]]

*[[Artisan Funds]]

*[[Ave Maria Mutual Funds]]

*[[Ave Maria Mutual Funds]]

*[[Barclays Global Investors]]

*[[Barclays Global Investors]]

*[[Baron Funds]]

*[[Baron Funds]]

*[[BB&T]]

*[[BlackRock]]

*[[BlackRock]]

*[[BNY Mellon]] ([[The Bank of New York Mellon]])

*[[BNY Mellon]] ([[The Bank of New York Mellon]])

*[[Calamos]]

*[[Calamos]]

*[[Calvert Investments]]

*[[Calvert Investments]]

*[[Catalyst Funds]]

*[[Centre Funds]]

*[[Columbia Management Group|Columbia]] ([[Ameriprise Financial]])

*[[Columbia Management Group|Columbia]] ([[Ameriprise Financial]])

*[[Credit Suisse]]

*[[Credit Suisse]]

*[[Dimensional Fund Advisors]]

*[[Dimensional Fund Advisors]]

*[[Delaware Investments]]

*[[Delaware Investments]]

*[[Destra Capital Management]]

*[[Dodge & Cox]]

*[[Dodge & Cox]]

*[[Dunham & Associates]]

*[[Dreyfus Corporation|Dreyfus]]

*[[Dreyfus Corporation|Dreyfus]]

*[[Eagle Asset Management]]

*[[Eaton Vance]]

*[[Eaton Vance]]

*[[Federated Investors|Federated]]

*[[Federated Investors|Federated]]

Line 44: Line 39:

*[[GAMCO Investors|Gabelli & GAMCO Funds]]

*[[GAMCO Investors|Gabelli & GAMCO Funds]]

*[[Goldman Sachs]]

*[[Goldman Sachs]]

*[[Harbor Funds]]

*[[Integrity Viking Funds]]

*[[Invesco]] ([[AMVESCAP]])

*[[Invesco]] ([[AMVESCAP]])

*[[Janus Henderson|Janus Henderson Investors]]

*[[Ivy Funds]]

*[https://www.jhinvestments.com/investments/fundComparison John Hancock]

*[[Janus Capital Group|Janus]]

*[[JPMorgan Chase|JPMorgan]]

*[[JPMorgan Chase|JPMorgan]]

*[[John Hancock Investments|John Hancock]]

{{Multicol-break}}

*[[Lazard Asset Management]]

*[[Legg Mason]]

*[[Legg Mason]]

*[[Lord, Abbett &Co]]

*[[MainStay Investments]]

*[[MainStay Investments]]

*[[Mellon Financial|Mellon Funds]]

*[[Mellon Financial|Mellon Funds]]

*[[MetLife]] ([[CitiStreet]])

*[[MetLife]]

*[[MFS Investment Management|MFS]]

*[[MFS Investment Management|MFS]]

*[[Morgan Stanley]]

*[[Morgan Stanley]]

Line 63: Line 52:

*[[Northern Trust|Northern]]

*[[Northern Trust|Northern]]

*[[Old Mutual]]

*[[Old Mutual]]

*[[OppenheimerFunds, Inc]]

*[[Pimco|PIMCO]] (Pacific Investment Management)

*[[Pimco|PIMCO]] (Pacific Investment Management)

*[[Pax World Funds|Pax World]]

*[[Pax World Funds|Pax World]]

*[[Pioneer Investments]]

*[[Principal Funds]]

*[[Putnam Investments|Putnam]]

*[[Putnam Investments|Putnam]]

*[[Charles Schwab Corp.|Schwab]]

*[[Charles Schwab Corp.|Schwab]]

*[[Shelton Capital Management]]

*[[State Farm Insurance|State Farm]]

*[[State Farm Insurance|State Farm]]

*[[State Street Corporation|State Street]]

*[[State Street Corporation|State Street]]

Line 76: Line 61:

*[[TIAA-CREF]]

*[[TIAA-CREF]]

*[[T. Rowe Price]]

*[[T. Rowe Price]]

*[[Truist Financial]]

*[[Tweedy, Browne]]

*[[Tweedy, Browne]]

*[[USAA]]

*[[USAA]]

*[[Value Line]]

*[[Value Line]]

*[[Van Eck (Global)]]

*[[The Vanguard Group|Vanguard]]

*[[The Vanguard Group|Vanguard]]

*[[Van Kampen Investments|Van Kampen]]

*[[Van Kampen Investments|Van Kampen]]

Line 86: Line 71:

*[[Wells Fargo|Wells Fargo Funds]]

*[[Wells Fargo|Wells Fargo Funds]]

*[[Wilshire Associates]]

*[[Wilshire Associates]]

{{col-end}}

*[[WorldCommodity Funds]]

*[[WM Group]] ([[Principal Financial Group]])

{{Multicol-end}}



==See also==

==See also==

*[[List of asset management firms]]

*[[List of asset management firms]]



[[Category:Lists of financial services companies|Mutual-fund families]]

{{Investment-management}}

[[Category:Lists of companies of the United States by industry|Mutual Fund]]


[[Category:Mutual fund families| ]]

[[Category:Mutual funds of the United States|*]]

[[Category:Lists of companies by industry|Mutual-fund families]]

[[Category:Lists of United States companies by industry|Mutual Fund]]


Latest revision as of 12:46, 31 October 2022

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, stock 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.

Fund families[edit]

See also[edit]


Retrieved from "https://en.wikipedia.org/w/index.php?title=List_of_mutual-fund_families_in_the_United_States&oldid=1119242607"

Categories: 
Lists of financial services companies
Lists of companies of the United States by industry
Mutual funds of the United States
Hidden categories: 
Articles with short description
Short description is different from Wikidata
 



This page was last edited on 31 October 2022, at 12:46 (UTC).

Text is available under the Creative Commons Attribution-ShareAlike License 4.0; additional terms may apply. By using this site, you agree to the Terms of Use and Privacy Policy. Wikipedia® is a registered trademark of the Wikimedia Foundation, Inc., a non-profit organization.



Privacy policy

About Wikipedia

Disclaimers

Contact Wikipedia

Code of Conduct

Developers

Statistics

Cookie statement

Mobile view



Wikimedia Foundation
Powered by MediaWiki