List_of_mutual-fund_families List_of_mutual-fund_families

List of mutual-fund families - Definition and Overview

This is a list of mutual-fund families. A family of mutual funds is a group of funds that are marketed under the same (or similar) brand names, usually having the same distributor (the company which handles selling and redeeming shares of the fund in transactions with investors), and frequently having the same 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.

There are hundreds of families and thousands of individual mutual funds, too many to list here; see the fund family's Web site or one of the third-party resources mentioned in the mutual funds article for more information.

  • AGF Group of Funds — 20/20, AGF, Global Strategy (Canada)
  • AIM Investments — AIM, INVESCO, and Atlantic Trust
  • American Funds — American, [Growth/Income/Bond, etc.] Fund of America
  • BlackRock — BlackRock
  • Dreyfus — Dreyfus, Founders, and General
  • Federated Investors — Federated
  • Fidelity InvestmentsFidelity and Spartan
  • Franklin Resources — Franklin, Templeton, Mutual Series, Bissett, and Fiduciary Trust
  • Gabelli Asset Management — Gabelli, Comstock, and Ned Davis Research
  • Legg Mason — Legg Mason and Batterymarch
  • Lord Abbett — Lord Abbett
  • Janus Capital GroupJanus
  • MFS Investment ManagementMFS and Massachusetts Investors
  • Morgan StanleyMorgan Stanley, MSIF and Van Kampen
  • OppenheimerFunds — Oppenheimer, Main Street, Quest, and Rochester
  • PIMCO Advisors — PIMCO, CCM, NACM, NFJ, PEA, and RCM
  • Putnam InvestmentsPutnam and CollegeAdvantage
  • Scudder Investments — Scudder
  • T. Rowe Price Group — T. Rowe Price
  • Value LineValue Line
  • The Vanguard GroupVanguard

In addition, many banks, brokerages, and insurance companies have affiliated fund families. This list is by no means exhaustive.

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