MUTUAL FUND FAMILIES
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AAL Capital Management
The AAL Mutual Funds is a family of mutual funds offered exclusively to
Lutherans and their families. They offer daily pricing on their equity
and income oriented funds.
AARP
Fund performance, prospectus, resource center, fund objective and historical
performance.
ABN AMRO Funds
Fund descriptions, facts, prospectus and daily prices.
AFBA Five Star Fund
Background information, contact info and share prices.
AGF Group of Funds
Get the latest prices on AGF Funds, some wisdom of advice and investment
strategies by guest authors.
AIG Funds
View or order a prospectus and background information on the fund and
parent company.
AIM Funds
View daily net assets values (NAV) and year-to-date returns as well as
average annual returns for AIM Funds. Visit their Investment Education
center and get some information on retirement planning and mutual fund
basics.
ASM Index 30
Prospectus, performance, statement of additional information and portfolio.
Accessor Funds
Current performance, sector allocation and top 10 equity holdings.
Achievement Funds
Offers a family of mutual funds designed to meet a wide range of investor's
objectives. Advised by First Security Investment Management, Inc.
Acorn Funds
Acorn's site provides information about their investment philosophy, fund
reports, monthly NAVs, and a prospectus. Background information on the
portfolio managers is on the site as well.
Activa Funds
Funds that invest in cash reserves, stocks, bonds or a combination. Online
tools.
Aetna
Fund facts, top holdings, top industries and sectors and historical data.
Alex Brown
Alex Brown is the Nation's oldest investment bank. A site index helps
navigate. There is information for the individual investor, non-profit
organizations, institutional investors and companies and executives.
Alger Fund
Information is given on fund objectives, portfolio managers, growth since
inception, performance review and top holdings.
Alliance Capital
Find out who they are and what they do, get up-to-date information on
each Alliance fund and find out what's new. Request additional information
online. Visit their "What's New" section to get fund fact sheets and any
news from Alliance Capital.
Amana
These funds invest according to Islamic principles and do not invest in
businesses such as liquor, wine, casinos, pornography, gambling and non-Islamic
banks. Download a prospectus.
Amcore
Funds and their objectives are listed.
American Advantage Funds
Fund performance, prospectus and background information.
American Century Investments
Having a hard time tracking your portfolio? There is a Portfolio Tracker
to help track your portfolio of stocks, mutual funds or options. Information
on determining and working toward your financial goals. Latest updates
and historical performance on their funds.
American Express Financial
Direct
Funds are broken down by category and ranked from aggressive to conservative.
View a prospectus or order one online. A very easy site to navigate.
American Funds
The American Funds Group is a family of 28 mutual funds with different
objectives. The site contains daily prices, a downloadable prospectus
and other fund data.
American National Funds
Specializing in real estate and its related investments. The site has
average annual returns and capital allocation data.
Amerindo Funds
Download a prospectus, learn about risk factors and investment philosophy
and get daily NAV.
Ameristock Mutual Fund
This is a no-load, value based, domestic equity-income mutual fund that
invests in large capitalization companies. View the fund's holdings and
obtain daily and historical performance values. View a prospectus and
print out an application to buy shares.
AmSouth Funds
Funds are listed by investment objective. Investment tools are included
on their site.
Aquila Funds
Fund profiles and features, prospectus and historical NAV and hypothetical
illustrations.
Ariel Mutual Funds
Investment objective, performance data and manager profile.
BEA Advisor Funds
Download a prospectus and learn more about BEA funds and closed-end funds.
Bancroft Convertible Fund,
Inc.
A closed-end diversified management company that invests primarily in
convertible securities.
Baron Funds
Background information, philosophy, online prospectus, and performance.
Barr Rosenberg
Learn about investment philosophy, fund management, benefits and features,
performance, view or download a prospectus or read a semi-annual report.
Bear Stearns
Fund objective and contact information.
Berger
Overview, fund prices, performances, fund objective, and risk/return potential.
Bjurman Funds
Investment objectives, performance and sector weightings.
BlackRock Funds
Daily NAV's, fund objective, investment style and manager profile.
Blue Chip Value Fund
Fund performance, primary investment, manager profile, investment style
and FAQ's.
Boston 1784 Funds
Fund management, overviews, benefits and contact information for a prospectus.
Bowes Funds
Fund profile, view prospectus, meet the manager, daily fund price and
investment objective.
Bramwell Funds
Investment objective, manager bio, top ten holdings, historical performance
and current price.
Brandywine Funds
Fund news, FAQ's, performance and prospectus.
Buffalo Fund's
Fund facts, top holdings, sectors and prospectus.
Bull & Bear Funds
Print a prospectus or order an application by mail. Access your account.
Burnham Fund
View or download prospectus, fund composition and manager profile.
CGM Funds
Fund objective, manager profile and download a prospectus.
Calamos
Fund objective, investor profile, investment style, fund highlights, risk/reward,
performance and top holdings.
Caldwell Trust Company
Fund performance, annual report, prospectus and NAV's.
California Investment Trust
A no-load Fund Family offering investors 7 different Mutual Funds in money
market, equity and bonds with no sales charges or redemption fees.
Calvert Group
The Calvert Funds invest in socially and environmentally responsible companies.
Read about their investment strategy and the managers who run the funds.
Capstone Financial
Background information on the company and managed accounts.
Chapman Company
Specializes in investing in firms owned or controlled by african-americans,
asian-americans, hispanic-americans or women. Background and contact information.
Charles Schwab & Co
Portfolio decision process, background information, view or order a prospectus.
Choice Investments
Fund background information, manager profile and prospectus.
Citibank
Fund strategies of their diversified and asset allocated funds. Download
a prospectus.
Citizens Funds
A family of socially responsible mutual funds. Monthly performance and
prospectus information.
Clemente Capital
Information provided include performance, top holdings, NAV, share price,
background information and dividend information of Clemente Capital closed-end
funds.
Clipper Fund™
Performance results, prospectus, FAQ's and investment philosophy.
Colonial Mutual Funds
Colonial Management Associates, Inc., was founded in 1931 and manages
domestic, global/international, income, tax-exempt income and closed end
funds. You must call for more information.
Colorado Double Tax-Exempt Bond
Fund
Fund performance, overview, management and contact information.
Columbia Funds
Investor education, performance, top ten holdings, quarterly recap and
meet the manager.
Compass Capital Funds
Navigate the various portfolio options, get daily nav's and find out what's
new. Read a quarterly newsletter available in Adobe format.
Comstock Partners Funds
Fund charts, performance data, asset breakdown and rational.
Conseco Funds
Offers a number of investment choices ranging from aggressive growth to
conservative income.
Cornerstone Capital Management
A full service advisory firm that stresses value-based investments. Business
philosophy and background information is available.
Cornerstone
Overview of firm, objectives and market commentary.
Countrywide Investments
Investment objective and contact information.
Cowen
Fund profiles and contact information.
Crabbe Huson
Founded in 1980, Crabbe Huson contrarian investment philosophy focuses
on finding good quality companies at value prices. Sign up for their newsletter.
Crest Funds
Offered through The Crestar Investment Group. Descriptions, performance
data and prospectus information.
Cruelty Free Value Fund
Beacon Global Advisors, Inc. and Delta Capital Management, Inc. has created
fund with the mission not to harm animals in any way.
Davis Funds
Fund description, daily NAV's, fund performance, management team and prospectus.
Delaware Funds
Download a prospectus. daily updates, average annual returns and objective.
Deutsche Funds
Daily fund prices, performance overview, management style and profile.
DEVCAP
A socially responsible no-load index fund.
Domini Social Investments
Fund highlights, facts, prospectus and profile.
Dresher Funds
NAV, FAQ pertaining to "funds of funds" and portfolio information on each
fund.
Dreyfus
A site that is full of information to help you make the right financial
decisions for your goals. Their mutual funds are broken into categories
by investment type. A description of the fund's expenses, general information,
average annual total return and fund privileges is provided. Download
a prospectus or request one by mail. An easy site to navigate.
Dupree Funds
Specializing in municipal bond funds. Prospectus and current fund statistics
can be found at the site.
Dynamic Mutual Funds
Dynamic Mutual Funds is a division of Goodman & Company Ltd., a wholly-owned
subsidiary of Dundee Bancorp Inc. Get an overview of their funds and daily
nav's.
Eclipse Funds
Fund summaries, profiles, fund manager, fees and expenses and shareholder
services.
Enterprise Group of Funds
Download a prospectus and obtain current NAV and contact information.
Equity Analysts Inc
A no load group of funds who recently introduced an internet fund. They
currently are not registered in all states.
Evergreen Keystone
Fund highlights, fund overview and download a prospectus.
Excelsior Funds
Fund performance, prospectus and application, investment objective and
strategy.
FAM Funds
Portfolio managers, historical returns, account options and prospectus.
FBR Funds
Download a prospectus, obtain NAV, total returns and top ten holdings.
Fairmont Fund
Fund performance, news and investment information, download a prospectus,
investment strategy and manager profiles.
Fairport Funds
Investment style, performance data, manager profile and top ten holdings.
Fasciano Fund
Portfolio statistics and returns, prospectus and annual report.
Federated Investors
Fund fact sheets, NAV and historical performance.
Fidelity Investments
Get a copy of Fidelity's Retirement software for free. There is information
for both individual and professional investors. Place orders and get the
latest market news.
First Choice Funds
Investment objective, application and prospectus, investment style and
performance data.
First Fund Distributors, Inc.
Read a prospectus, semi-annual report and some news and views on their
funds.
Flex-funds
Fund objective, newsletter and average total return for one, five and
ten years.
Focus Trust
Portfolio holdings, performance, prospectus, annual and semi-annual reports
and daily NAV.
Fortitude Funds
A managed futures fund whose intention is to control risk levels by using
trend following, contrarian investing, relative strength and market tone.
Sign up to receive weekly updates of fund prices, and a monthly newsletter.
Founders
Fund
No-load fund family ranging from low to high risk. Get fund highlights,
performance, manager biography and investment objective.
Fountain Square
Funds
Investment performance and background information on the funds.
Franklin Templeton
Get an overview of products and services, investment strategies of their
funds and latest prices.
Fremont Funds
View performance, manager commentary, portfolio holdings and news.
Friends Ivory Funds
Family of funds that practice socially responsible investing.
