The following is a limited list of mutual-fund families in the United States. A family of mutual fund

Mutual fund

A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors to buy stocks, bonds, short-term money market instruments, and/or other securities.- Overview :...

s 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, brokerage

Stock broker

A stock broker or stockbroker is a regulated professional broker who buys and sells shares and other securities through market makers or Agency Only Firms on behalf of investors...

, or insurance company. Additionally, multiple funds in a family can be part of the same corporate structure; that is, one underlying corporation

Corporation

A corporation is created under the laws of a state as a separate legal entity that has privileges and liabilities that are distinct from those of its members. There are many different forms of corporations, most of which are used to conduct business. Early corporations were established by charter...

 or business trust may divide itself into more than one fund, each of which issues shares separately.

Fund families

• AIM (Invesco)
• AllianceBernstein
  AllianceBernstein
  AllianceBernstein LP is a US-based, global asset management firm, owned by the French insurance conglomerate, AXA, with approximately $402 billion in assets under management, as of September 30, 2011....
  
  
• Allianz
  Allianz
  SE is a global financial services company headquartered in Munich, Germany. Its core business and focus is insurance. As of 2010, it was the world's 12th-largest financial services group and 23rd-largest company according to a composite measure by Forbes magazine.Its Allianz Global Investors...
  
  
• Amana Mutual Funds Trust
  Amana Mutual Funds Trust
  Amana Mutual Funds Trust , headquartered in Bellingham, Washington, is a mutual fund company offering investment products consistent with Islamic banking principles. - Founding principles :...
  
  
• American Beacon
• American Century
  American Century Investments
  American Century Investments is a privately-controlled and independent investment management firm that has focused on delivering superior investment performance and building client relationships for more than 50 years. Its headquarters are located at 4500 Main in Kansas City, Missouri, near the...
  
  
• American Funds
  American Funds
  American Funds is a family of 33 mutual funds managed by Capital Research and Management, part of the Capital Group Companies. Capital Research and Management serves as the investment advisor to the 33 American Funds. The company does not advertise and shuns publicity, preferring to rely on...
  
   (The Capital Group Companies
  The Capital Group Companies
  The Capital Group Companies is one of the world’s largest investment management organizations with assets of around one trillion USD under management. It comprises a group of investment management companies, including Capital Research and Management, American Funds, Capital Bank and Trust, Capital...
  
  )
• Ave Maria Mutual Funds
  Ave Maria Mutual Funds
  Ave Maria Mutual Funds is a U.S. mutual fund family that targets clients interested in financially sound investments in companies that do not violate certain religious principles of the Roman Catholic Church. Often described as socially responsible investing , but more accuratedly in the case of...
  
  
• Barclays Global Investors
• Baron Funds
• BB&T
  BB&T
  BB&T Corporation is an American bank with assets of $157 billion , offering full-service commercial and retail banking services along with other financial services like insurance, investments, retail brokerage, mortgage, corporate finance, consumer finance, payment services, international...
  
  
• BlackRock
  BlackRock
  BlackRock, Inc. is an American multinational investment management corporation and the world's largest asset manager. BlackRock is headquartered in Manhattan, New York City, New York, United States and is the leading provider of investment, advisory, and risk management solutions...
  
  
• BNY Mellon (The Bank of New York Mellon)
• Calamos
  John Calamos
  John P. Calamos, Sr. is an American businessman and a self-made money manager and investor. With an estimated current net worth of around $2.7 billion, he is ranked by Forbes as the 258th-richest person in the world. He founded Calamos Asset Management in 1977, and won BusinessWeek's best manager...
  
  
• Calvert Investments
  Calvert Investments
  Calvert Investments, Inc., established in 1976, is an investment management company that is headquartered in Bethesda, Maryland and led by Barbara Krumsiek, the firm’s President and Chief Executive Officer. In addition to providing traditional investment management services, Calvert is one of the...
  
  
• Columbia
  Columbia Management Group
  Columbia Management Group was purchased by Ameriprise Financial from Bank of America. It is the seventh largest long-term asset manager in the U.S. with $355 billion in assets under management as of December 31, 2010...
  
   (Ameriprise Financial
  Ameriprise Financial
  Ameriprise Financial, Inc. is one of the leading diversified financial services companies in the U.S. Ameriprise Financial engages in business through its...
  
  )
• Credit Suisse
  Credit Suisse
  The Credit Suisse Group AG is a Swiss multinational financial services company headquartered in Zurich, with more than 250 branches in Switzerland and operations in more than 50 countries.-History:...
  
  
• Dimensional Fund Advisors
  Dimensional Fund Advisors
  Dimensional Fund Advisors is an investment firm headquartered in Austin, Texas with regional offices in Amsterdam, Berlin, London, Santa Monica, Sydney, and Vancouver. The company was founded in 1981 by David G. Booth and Rex Sinquefield, both graduates of the University of Chicago Booth School of...
  
  
• Delaware Investments
  Delaware Investments
  Delaware Investments is a US-based asset management firm with more than $155 billion in assets under management as of June 30, 2011.-Key Historical Years:* 1929: Business commenced* 1938: Delaware Investments introduced its first mutual fund...
  
  
• Dodge & Cox
  Dodge & Cox
  Dodge & Cox is a mutual fund company founded in 1930 by Van Duyn Dodge and E. Morris Cox which provide professional investment management services. They are headquartered in San Francisco, California...
  
  
• Dreyfus
  Dreyfus Corporation
  Dreyfus, established in 1951 and headquartered in New York City, is one of the nation’s leading managers of investment products and strategies. The company merged with Mellon Financial in 1994, and then became a subsidiary of Bank of New York Mellon when Mellon Financial and The Bank of New York...
  
  
• Eaton Vance
  Eaton Vance
  Eaton Vance Corp. is one of the oldest investment management firms in the United States, with a history dating back to 1924. Eaton Vance and its affiliates offer individuals and institutions investment products and wealth management services....
  
  
• Federated
  Federated Investors
  Federated Investors is a large financial services company headquartered in Pittsburgh, Pennsylvania. Founded in 1955, the company manages $351.7 billion dollars of customer assets. The corporation offers 158 different types of mutual funds...
  
  
• Fidelity
  Fidelity Investments
  FMR LLC or Fidelity Investments is an American multinational financial services corporation one of the largest mutual fund and financial services groups in the world. It was founded in 1946 and serves North American investors. Fidelity Ventures is its venture capital arm...
  
  
• First Eagle Funds
  First Eagle Funds
  First Eagle Investment Management, LLC, adviser to the First Eagle Funds traces to a predecessor firm that was founded in 1803 in Berlin, Germany. In 1937, the firm's activities were moved to New York City...
  
  
• Franklin Templeton
  Franklin Templeton Investments
  Franklin Resources Inc. is a holding company which, together with its subsidiaries, is referred to as Franklin Templeton Investments; it is an investment firm originally founded in New York in 1947 as Franklin Distributors, Inc. It is listed on the NYSE under the ticker BEN, in honor of Benjamin...
  
  
• Gabelli & GAMCO Funds
  GAMCO Investors
  GAMCO Investors, Inc formerly known as Gabelli Asset Management Company is a provider of investment advice and brokerage services to mutual funds, institutional and select investors. One of the companies key elements of their success is the investment research publishing. It is listed on the New...
  
  
• Goldman Sachs
  Goldman Sachs
  The Goldman Sachs Group, Inc. is an American multinational bulge bracket investment banking and securities firm that engages in global investment banking, securities, investment management, and other financial services primarily with institutional clients...
  
  
• Invesco (AMVESCAP
  AMVESCAP
  Invesco Ltd. is an independent investment management company that is incorporated in Bermuda, headquartered in Atlanta, Georgia and has branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York stock exchange...
  
  )
• Janus
  Janus Capital Group
  Janus Capital Group, Inc. is a publicly owned investment firm headquartered in Denver, Colorado. It provides growth and risk-managed investment strategies and manages equity, fixed income, money market, as well as balanced mutual funds....
  
  
• JPMorgan
• Legg Mason
  Legg Mason
  Legg Mason, Inc. is an American-based global investment management firm with a focus on asset management. The company’s business is divided in two divisions: Americas and International...
  
  

• Lord Abbett & Co
• MainStay (New York Life
  New York Life Insurance Company
  The New York Life Insurance Company is one of the largest mutual life-insurance companies in the United States, and one of the largest life insurers in the world, with about $287 billion in total assets under management, and more than $15 billion in surplus and AVR...
  
   Investment Management)
• Mellon Funds
  Mellon Financial
  Mellon Financial Corporation, was one of the world's largest money management firms. Based in Pittsburgh, Pennsylvania, it was in the business of institutional and high-net-worth-individual asset management, including the Dreyfus family of mutual funds; business banking; and shareholder and...
  
  
• MetLife (CitiStreet)
• MFS
  MFS Investment Management
  MFS Investment Management is an American-based global asset manager, formerly known as Massachusetts Financial Services. It is owned by Sun Life Financial of Canada, with subsidiary headquarters in Boston, Massachusetts and offices worldwide. MFS was founded in 1924 and is one of the oldest asset...
  
  
• Morgan Stanley
  Morgan Stanley
  Morgan Stanley is a global financial services firm headquartered in New York City serving a diversified group of corporations, governments, financial institutions, and individuals. Morgan Stanley also operates in 36 countries around the world, with over 600 offices and a workforce of over 60,000....
  
  
• Northern
  Northern Trust
  Northern Trust Corporation is an international financial services company headquartered in Chicago, Illinois, USA. It provides investment management, asset and fund administration, fiduciary and banking services through a network of 85 offices in 18 U.S. states and 12 international offices in North...
  
  
• Old Mutual
  Old Mutual
  Old Mutual plc is an international long-term savings group. Established in 1845 in South Africa, it is now a FTSE100 listed company operating in 33 countries.-History:...
  
  
• OppenheimerFunds, Inc
• PIMCO (Pacific Investment Management)
• Pax World
  Pax World Funds
  Pax World Funds is a socially responsible mutual fund founded in 1971.Pax World was founded by two Methodists, Rev. Dr. Luther Tyson and Rev. Dr. Jack Corbett, who did not want to financially support the Vietnam War.-External links:**...
  
  
• Putnam
  Putnam Investments
  Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston...
  
  
• Schwab
  Charles Schwab Corp.
  The Charles Schwab Corporation , is an American brokerage and banking company, based in San Francisco, California. It was founded in 1971 by Charles R. "Chuck" Schwab, as a traditional, brick and mortar brokerage firm and investment newsletter publisher. In 1973, the company name changed from First...
  
  
• State Farm
  State Farm Insurance
  State Farm Insurance is a group of insurance and financial services companies in the United States. The company also has operations in Canada....
  
  
• State Street
• TIAA-CREF
  TIAA-CREF
  Teachers Insurance and Annuity Association – College Retirement Equities Fund is a Fortune 100 financial services organization that is the leading retirement provider for people who work in the academic, research, medical and cultural fields...
  
  
• T. Rowe Price
  T. Rowe Price
  T. Rowe Price is a publicly owned Investment firm, headquartered in Baltimore, Maryland. It was founded in 1937 by Thomas Rowe Price, Jr.. The company offers mutual funds, subadvisory services, and separate account management for individuals, institutions, retirement plans, and financial...
  
  
• Tweedy, Browne
  Tweedy, Browne
  Tweedy, Browne Company LLC is an American investment advisory and fund management firm founded in 1920. It currently manages almost 6 billion US dollars in separate accounts and three mutual funds. All of the funds are managed in accordance to the principles of Value Investing as popularized by...
  
  
• USAA
  USAA
  United Services Automobile Association is a Fortune 500 financial services company offering banking, investing, and insurance to people and families that serve, or served, in the United States military. In 2011, there were 8.4 million members. The company reported a net worth of $19.3 billion in...
  
  
• Value Line
  Value Line
  Value Line is an independent investment research and financial publishing firm based in New York, New York, USA, founded in 1931 by Arnold Bernhard. Value Line is best known for publishing The Value Line Investment Survey, a stock analysis newsletter that is updated weekly and kept by subscribers...
  
  
• Van Eck
• Vanguard
  The Vanguard Group
  The Vanguard Group is an American investment management company based in Malvern, Pennsylvania, that manages approximately $1.6 trillion in assets. It offers mutual funds and other financial products and services to individual and institutional investors in the United States and abroad. Founder...
  
  
• Van Kampen
  Van Kampen Investments
  Van Kampen Investments, Inc. was a respected mutual fund company. Formerly independent, it was acquired by Morgan Stanley in 1996...
  
  
• Virtus Investment Partners
  Virtus Investment Partners
  -History:Virtus Investment Partners, formerly known as Phoenix Investment Partners, Ltd., was formed on November 1, 1995 through a reverse merger with Duff & Phelps Investment Management Co., at the time the investment management affiliate of Duff & Phelps Corporation.From 1995 to 2001, Virtus was...
  
  
• Waddell and Reed
  Waddell and Reed
  Waddell & Reed Financial, Inc. is an American asset management and financial planning company founded in 1937. It is a publicly traded company as of 1998, with its headquarters in Overland Park, Kansas...
  
  
• Wells Fargo Advantage
  Wells Fargo
  Wells Fargo & Company is an American multinational diversified financial services company with operations around the world. Wells Fargo is the fourth largest bank in the U.S. by assets and the largest bank by market capitalization. Wells Fargo is the second largest bank in deposits, home...
  
  
• Wilshire Associates
  Wilshire Associates
  Wilshire Associates, Inc. is an independent investment management firm that offers consulting services, and analytical products and manages fund of funds investment vehicles for a global client base. Wilshire manages capital for more than 600 institutional investors globally representing more than...
  
  
• WorldCommodity Funds
• WM Group (Principal Financial Group
  Principal Financial Group
  Principal Financial Group is a publicly traded corporation based in Des Moines, Iowa, USA.The Principal Financial Group is a global financial services provider which offers a wide range of financial products and services, and is a U.S. leader in 401 plans. Headquartered in Des Moines, Iowa, the...
  
  )