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List Of Mutual-fund Families
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. __TOC__ Fund families *Aberdeen Asset Management *AIM (Invesco) *AllianceBernstein *Allianz * AlphaCentr ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital') and open-ended investment company (OEIC) in the UK. Mutual funds are often classified by their principal investments: money market funds, bond or fixed income funds, stock or equity funds, or hybrid funds. Funds may also be categorized as index funds, which are passively managed funds that track the performance of an index, such as a stock market index or bond market index, or actively managed funds, which seek to outperform stock market indices but generally charge higher fees. Primary structures of mutual funds are open-end funds, closed-end funds, unit investment trusts. Open-end funds are purchased from or sold to the issuer at the net asset value of each share as of the close ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Baron Funds
Baron is a rank of nobility or title of honour, often Hereditary title, hereditary, in various European countries, either current or historical. The female equivalent is baroness. Typically, the title denotes an aristocrat who ranks higher than a lord or knight, but lower than a viscount or count. Often, barons hold their fief – their lands and income – directly from the monarch. Barons are less often the vassals of other nobles. In many kingdoms, they were entitled to wear a smaller form of a crown called a ''coronet''. The term originates from the Late Latin, Latin term , via Old French. The use of the title ''baron'' came to England via the Norman Conquest of 1066, then the Normans brought the title to Scotland and Italy. It later spread to Scandinavia and Slavic lands. Etymology The word '':wikt:baron, baron'' comes from the Old French , from a Late Latin "man; servant, soldier, mercenary" (so used in Salic law; Alemannic law has in the same sense). The scholar ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Eaton Vance
Eaton Vance Corp. is an American investment management firm based in Boston, Massachusetts. It is one of the oldest investment companies in the United States, with a history dating back to 1924. Through five primary investment affiliates, Eaton Vance provides investment products to individuals, institutions and financial professionals in the US, including wealth management, defined contribution investment only and sub-advisory services. In 2005 it opened an office in London. In March 2021, Morgan Stanley completed its acquisition of Eaton Vance, a deal announced in October 2020. With the addition of Eaton Vance, Morgan Stanley now had $5.4 trillion of client assets across its Wealth Management and Investment Management segments. History The history of Eaton Vance dates from 1924, when Charles F. Eaton Jr., formed Eaton & Howard Inc., a Boston-based investment firm. In 1931, he became the president and director of the company. During its course of existence, the company formed se ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Dreyfus Corporation
Dreyfus is an American investment management company that deals with investment products and strategies. It was established in 1951 and is currently headquartered in New York City. Dreyfus currently is a subsidiary of BNY Mellon Investment Management. History The firm's origin dates back to 1947, when investor Jack Dreyfus founded a brokerage house in New York City named Dreyfus & Co. In 1951, attracted by the concept of mutual funds, Dreyfus & Co. purchased a small management company named John G. Nesbett & Co., Inc. with a small common stock fund called The Nesbett Fund Incorporated. Nesbett & Co. was renamed The Dreyfus Corporation, and The Nesbett Fund became The Dreyfus Fund Incorporated. Going public in 1965, Dreyfus was among the first money management firms to tap into the stock market for additional capital. In 1976, Dreyfus was among the first fund companies to introduce an incorporated tax-exempt municipal bond fund. In 1994, Dreyfus completed its landmark mer ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Dodge & Cox
Dodge & Cox is an American mutual fund company, founded in 1930 by Van Duyn Dodge and E. Morris Cox, that provides professional investment management services. Background Dodge and Cox specializes in value investing and has been described as "best known for its conservatively managed funds with solid track records and modest fees." Having been created during the Great Depression, the firm has "a razor sharp focus on capital preservation". Co-founder E. Morris Cox, who worked at the firm into his 90s, objected to widespread practices he considered unethical during the early 20th Century history of investment banking and thus Dodge & Cox developed policies putting customer interests as a top priority. Dodge & Cox practices a team-based management strategy and as of 2020, the firm had US$325 billion in assets under management, and one of their funds was among the largest 25 American mutual funds. Headquartered in San Francisco, California, the company offers six no-load mutual fu ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Delaware Investments
Delaware Investments was a US-based asset management firm with $174.2 billion in assets under management as of September 30, 2016 with 132 portfolio managers, analysts, and traders. It is a wholly owned subsidiary of Australia's Macquarie Group. In April 2017, Delaware Investments was rebranded as Macquarie Investment Management, effectively ending the original entity. The US funds continue to be managed under the "Delaware Funds by Macquarie" brand. In 2020, Macquarie Investment Management began acquisition of Overland Park, Kansas based asset manager Waddell and Reed (Ivy Funds). History Delaware Investments commenced business in 1929 and introduced its first mutual fund A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV i ... in 1938. Institutional separate account management ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Dimensional Fund Advisors
Dimensional Fund Advisors, L.P. (branded Dimensional abbreviated DFA) is a private investment firm headquartered in Austin, Texas. Dimensional was founded in Chicago in 1981 by David Booth, Rex Sinquefield and Larry Klotz. The company has affiliates within 13 offices in the U.S., Canada, U.K., Germany, Netherlands, Australia, Singapore, and Japan. Dimensional maintains U.S. offices in Charlotte, North Carolina and Santa Monica, California and has affiliate offices globally. The company is owned by its employees, board members and outside investors. The company’s founders studied at the University of Chicago under Eugene Fama and Kenneth French. DFA's investment strategy is based on application of the efficient market hypothesis. Dimensional was one of the earliest firms to offer passive investing and "runs the oldest small-cap index fund" in the United States. However, DFA's versions of index funds skew towards smaller company stocks and value stocks, and thus operate different ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Credit Suisse
Credit Suisse Group AG is a global investment bank and financial services firm founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world and is one of the nine global " Bulge Bracket" banks providing services in investment banking, private banking, asset management, and shared services. It is known for strict bank–client confidentiality and banking secrecy. The Financial Stability Board considers it to be a global systemically important bank. Credit Suisse is also primary dealer and Forex counterparty of the Fed. Credit Suisse was founded in 1856 to fund the development of Switzerland's rail system. It issued loans that helped create Switzerland's electrical grid and the European rail system. In the 1900s, it began shifting to retail banking in response to the elevation of the middle class and competition from fellow Swiss banks UBS and Julius Bär. Credit Suisse partnered with First Boston in ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Ameriprise Financial
Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning. As of April 2022, more than 80% of the company's revenue came from wealth management. The company's primary subsidiaries include Ameriprise Financial Services, RiverSource Life Insurance Company, and Columbia Threadneedle Investments, its global asset management brand, and a provider of investments to institutional and retail clients. Ameriprise was formerly a division of American Express, which completed the corporate spin-off of the company in September 2005. The company is ranked 245th on the Fortune 500. It is on the list of largest banks in the United States. It is also the 9th largest independent broker-dealer based on assets under management. It is one of the ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Columbia Management Group
Columbia Management Group was an investment advisor and sponsor of mutual funds. In 2009, it was acquired by Ameriprise Financial and, in 2015, it was merged into Threadneedle to form Columbia Threadneedle Investments, the asset management subsidiary of Ameriprise. History In 1962, Jim Rippey and John "Jerry" Inskeep founded Columbia Management Company in Portland, Oregon. In 1967, they opened the Columbia Growth Fund, the first mutual fund based in Oregon. In 1997, FleetBoston Financial acquired the company for $460 million. In 2001, Columbia acquired mutual funds from Liberty Financial, which were rebranded as Columbia in 2003. In September 2003, the company acquired Crabbe Huson Group. In February 2004, several executives were fired after a trading scandal in which certain customers were given preferential treatment. In 2004, FleetBoston Financial was acquired by Bank of America. In 2007, Bank of America sold Marsico Capital Management back to Tom Marsico. In November 20 ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Calvert Investments
Calvert Research and Management, established in 1976, is an investment management company that is headquartered in Washington, DC, and led by John Streur, the firm's President and Chief Executive Officer. Calvert is one of the largest responsible investment companies in the United States. Timeline *1976: Calvert's co-founders, Wayne Silby and John Guffey, launched the first variable rate fund in the US before later introducing the Calvert Social Investment Fund (CSIF) in 1982. *1982: the Calvert Social Investment Fund (CSIF) was the first mutual fund to oppose Apartheid, and then one of the first groups to reinvest in free South Africa in 1994. *1986: Calvert became one of the first mutual fund groups to sponsor a shareholder resolution. Calvert filed with the Angelica Corporation, identifying potential financial impact of labor management issue. *1988: Calvert Investments founded the Calvert Foundation, a separate 501(c)(3) nonprofit. The goal of the foundation is to invest di ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Calamos
Calamos Investments is a diversified global investment firm offering an array of investment strategies including active growth equity, risk managed, convertible, sustainable equity, fixed income and alternatives. The firm offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds, an exchange traded fund and UCITS funds. Clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area, the firm also has offices in New York, San Francisco, Milwaukee and the Miami Miami ( ), officially the City of Miami, known as "the 305", "The Magic City", and "Gateway to the Americas", is a East Coast of the United States, coastal metropolis and the County seat, county seat of Miami-Dade County, Florida, Miami-Dade C ... area. History Calamos began as a boutique investment manager in the 1970s, developing s ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
