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List of mutual-fund families in the United States

 
Wikipedia: 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, 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.


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


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Wikipedia. This article is licensed under the GNU Free Documentation License. It uses material from the Wikipedia article "List of mutual-fund families in the United States" Read more

 

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