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词条 List of mutual-fund families in the United States
释义

  1. Fund families

  2. See also

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

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  • Aberdeen Asset Management
  • AIM (Invesco)
  • AllianceBernstein
  • Allianz
  • Amana Mutual Funds Trust
  • American Beacon
  • American Century
  • American Funds (The Capital Group Companies)
Angosa Invest Fund
  • Ariel Investments
  • Ave Maria Mutual Funds
  • Barclays Global Investors
  • Baron Funds
  • BB&T
  • BlackRock
  • BNY Mellon (The Bank of New York Mellon)
  • Calamos
  • Calvert Investments
  • Columbia (Ameriprise Financial)
  • Credit Suisse
  • Dimensional Fund Advisors
  • Delaware Investments
  • Dodge & Cox
  • Dreyfus
  • Eaton Vance
  • Federated
  • Fidelity
  • First Eagle Funds
  • Franklin Templeton
  • Gabelli & GAMCO Funds
  • Goldman Sachs
  • Invesco (AMVESCAP)
  • Ivy Funds
  • Janus
  • JPMorgan
  • Legg Mason
  • MainStay Investments
  • Mellon Funds
  • MetLife
  • MFS
  • Morgan Stanley
  • Natixis Global Asset Management
  • Northern
  • Old Mutual
  • PIMCO (Pacific Investment Management)
  • Pax World
  • Pioneer Investments
  • Putnam
  • Schwab
  • State Farm
  • State Street
  • Thrivent Financial for Lutherans
  • TIAA-CREF
  • T. Rowe Price
  • Tweedy, Browne
  • USAA
  • Value Line
  • Vanguard
  • Van Kampen
  • Virtus Investment Partners
  • Waddell and Reed
  • Wells Fargo Funds
  • Wilshire Associates
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See also

  • List of asset management firms
{{Investment-management}}

4 : Mutual fund families|Lists of financial services companies|Lists of companies of the United States by industry|Mutual funds of the United States

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