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, brokerages, 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)
- Allianz
- 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
- Direxion Funds
- Dodge & Cox
- Dreyfus
- Empiric Funds
- 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
- Lazard
- MainStay (New York Life Investment Management)
- MetLife (CitiStreet)
- MFS
- Morgan Stanley
- Northern
- Oakmark
- Oppenheimer
- Parnassus
- Pax World
- PIMCO (Pacific Investment Management)
- Pioneer
- 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
- 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 Fargo
Scottrade
See also
- List of mutual fund companies in Canada