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Search for a fund family's web site address and phone number.

Management CompanyPhoneWebsite Address
AARP Financial Inc800-958-6457www.aarpfunds.com
Aberdeen Asset Management Inc800-522-5465www.aberdeen-asset.us
Absolute Investment Advisers LLC888-992-2765www.absolutestrategiesfund.com
Abundance Technologies Inc866-780-0357www.abundanceadvisor.com
Academy Asset Management LLC877-386-3890www.theacademyfunds.com
Acadian Asset Management Inc866-226-6161 
Accrued Equities Inc800-423-8383www.newalternativesfund.com
Action Fund Management LLC800-766-3960www.freeenterpriseactionfund.com
Activa Asset Management LLC800-346-2670www.activafunds.com
Adams Asset Investors LLC800-704-6072 
Adirondack Research & Management Inc888-686-2729www.adirondackfunds.com
Advance Capital Management Inc800-345-4783www.acfunds.com
AdvisorOne Funds866-811-0225www.advisoronefunds.com
Aegis Financial Corporation800-528-3780www.aegisvaluefund.com
AFBA 5Star Investment Management Co.800-243-9865www.afbafunds.com
AH Lisanti Capital Growth LLC800-441-7031www.ahssmallcap.com
AIG Global Investment Corp800-249-7445 
Akros Capital LLC877-257-6748www.akrosfunds.com
Al Frank Asset Management Inc888-263-6443www.alfrankfunds.com
Allegiant Asset Management Company800-622-3863www.allegiantfunds.com
AllianceBernstein LP800-221-5672www.alliancebernstein.com
Allianz Global Investors800-426-0107www.allianzinvestors.com
Allied Asset Advisors Inc877-417-6161www.investaaa.com
Allstate Institutional Investors LLC877-663-3232www.allstate.com
AlphaMark Advisors LLC866-420-3350www.alphamarkfunds.com
AlphaStream Portfolios Inc877-900-6565www.alphastreamfunds.com
Alpine Woods Capital Investors Inc888-785-5578www.alpinefunds.com
ALPS Advisers Inc800-241-1850www.all-starfunds.com
Alternative Investment Partners LLC877-569-2382www.aipfunds.com
Ambassador Capital Management LLC800-992-0444www.ambassador-capital.com
American Beacon Advisors Inc800-658-5811www.aafunds.com
American Century Investment Mgmt Inc800-345-2021www.americancentury.com
American Funds800-421-0180www.americanfunds.com
American Independence Financial Svcs LLC888-266-8787www.aifunds.com
American Money Management LLC866-663-8023www.amminvest.com
American Trust Investment Advisors LLC800-385-7003www.allegiancefund.com
Amerisrael Capital Management LLC866-745-5955www.amerisraelfund.com
Ameristock Corporation800-394-5064www.ameristock.com
Ameritor Financial Corporation800-424-8570www.ameritor.com
Amertica First Capital Management LLC877-217-8363www.americafirstfunds.com
Analytic Investors LLC866-777-7818 
Anchor Capital Management Group LLC888-898-4784www.anchor-funds.com
Ancora Advisors LLC866-626-2672www.ancorafunds.com
Appleton Group Wealth Management866-993-7767www.appletongroupfunds.com
Appleton Partners Inc877-712-7753 
AQ Johnson & Co Inc800-595-2877www.mundoval.com
AQR Capital Management LLC866-290-2688www.aqr.com
Aquila Investment Management800-437-1020www.aquilafunds.com
Archer Investment Corporation800-238-7701www.thearcherfunds.com
Ariel Investments LLC800-292-7435www.arielmutualfunds.com
Arnold Investment Counsel Inc800-443-6544www.primarytrendfunds.com
Arrow Investment Advisors LP877-277-6933www.arrowfunds.com
Artio Global Management LLC800-387-6977www.artiofunds.com
Artisan Partners LP800-344-1770www.artisanfunds.com
Ascentia Capital Partners LLC866-506-7390www.ascentiafunds.com
Asset Management Group of Bank of Hawaii800-258-9232www.pacificcapitalfunds.com
Aster Investment Management Company Inc800-446-6662www.meridianfund.com
Aston Asset Management Co800-992-8151www.astonfunds.com
Auxier Capital Management LLC877-328-9437www.auxierasset.com
Aviemore Asset Management LLC800-239-9136www.aviemorefund.com
Azzad Asset Management Inc888-350-3369www.azzadfund.com
BAMCO Inc800-992-2766www.baronfunds.com
Barclays Capital Inc877-764-7284www.ipathetn.com
Barclays Global Fund Advisors800-474-2737www.ishares.com
Barrett Associates Inc877-363-6333www.barrettassociates.com
Baxter Financial Corporation800-749-9933www.philadelphiafund.com
BB&T Asset Management Inc800-228-1872www.bbtfunds.com
Bear Stearns Asset Management Inc800-519-2837www.bearstearns.com
Beck Mack & Oliver LLC800-943-6786www.austininvest.com
Becker Capital Management Inc800-551-3998www.beckervaluefunds.com
Bell Investment Advisors Inc800-700-0089www.bellfunds.com
Berkshire Advisors866-207-5175www.pennstreetfunds.com
Berkshire Capital Holdings Inc877-526-0707www.berkshirefunds.com
Bertolet Capital LLC877-369-3705www.pinnaclevaluefund.com
Bessemer Investment Management LLC800-607-2200www.bessemer.com
Bhirud Associates Inc877-593-8637www.bhirud.com
Biltmore Investment Group866-722-1677 
Biondo Investment Advisors800-672-9152www.thebiondogroup.com
Birmiwal Asset Management Inc800-417-5525www.birmiwal.com
Bishop Street Capital Management800-262-9565www.bishopstreetfunds.com
BlackRock Inc800-441-7762www.blackrock.com
BlackRock Institutional Management Co800-821-7432www.blackrock.com
Bogle Investment Management LP877-264-5346www.boglefunds.com
Boston Trust Investment Management Inc800-282-8782www.waldenassetmgmt.com
Boyar Asset Management Inc800-266-5566www.boyarvalue.com
Bragg Financial Advisors Inc800-595-3088www.queensroadfunds.com
Brandes Investment Partners LP800-331-2979www.brandes.com
Brazos Capital Management LP800-426-9157www.brazosfunds.com
Brick Asset Management Inc888-463-3957www.encompassfunds.com
Bridges Investment Management Inc866-934-4700www.bridgesfund.com
Bridgeway Capital Management Inc800-661-3550www.bridgewayfund.com
Brown Brothers Harriman800-625-5759www.bbhfunds.com
Brown Capital Management Inc877-892-4226www.browncapital.com
Brown Investment Advisory Inc800-540-6807www.brownadvisory.com
Bruce and Company Inc800-872-7823www.thebrucefund.com
Bryce Capital Management LLC866-622-7923www.brycefunds.com
Buffalo Mutual Funds800-492-8332www.buffalofunds.com
Bullfinch Funds888-285-5346www.bullfinchfund.com
Burnham Asset Management Corporation800-874-3863www.burnhamfunds.com
C & O Funds Advisor Inc800-237-7073www.caldwellorkin.com
Calamos Advisors LLC800-582-6959www.calamos.com
California Funds800-225-8778www.citfunds.com
Callahan Credit Union Finl Svcs800-342-5828www.trustcu.com
Calvert Funds800-368-2745www.calvert.com
Cambiar Investors LLC866-777-8227 
Capital Advisers Inc866-205-0523 
Capital Growth Management LP800-345-4048www.cgmfunds.com
Capital Management Associates Inc888-626-3863www.ncfunds.com
Capstone Asset Management Company800-262-6631www.stewardmutualfunds.com
Catalyst Funds866-447-4228www.catalystmutualfunds.com
Causeway Capital Management LLC866-947-7000www.causewayfunds.com
Cavanal Hill Funds800-762-7085www.cavanalhillfunds.com
Century Capital Management LLC800-321-1928www.centuryfunds.com
Champlain Investment Partners LLC866-773-3238www.cipvt.com
Changing Parameters LLC866-618-3456 
Charles Schwab Investment Management Inc800-435-4000www.schwab.com
Chase Investment Counsel Corporation888-861-7556www.chaseinv.com
Check Capital Management Inc877-593-8637www.bluechipinvestorfund.com
Cheswold Lane Asset Management LLC800-771-4701www.cheswoldlanefunds.com
City National Asset Management Inc888-889-0799www.cnicharterfunds.com
Claremont Investment Partners LLC877-280-1952www.ilfweb.com
Claymore Advisors LLC800-345-7999www.claymore.com
Clipper Funds800-432-2504www.clipperfund.com
CNL Fund Advisors Company888-890-8934www.thecnlfunds.com
Cohen & Steers Capital Management Inc800-437-9912www.cohenandsteers.com
Columbia Funds800-345-6611www.columbiafunds.com
Commerce Investment Advisers Inc800-995-6365www.commercefunds.com
Commonwealth Capital Management LLC800-527-9525www.theworldfunds.com
Community Capital Management LLC877-272-1977www.crafund.com
Compass Advisory Group LLC888-934-4367www.compassemp.com
Concorde Investment Management800-294-1699www.concordefund.com
Conestoga Capital Advisors LLC800-320-7790www.conestogacapital.com
Congress Asset Management Company www.congressasset.com
Congressional Effect Management LLC888-553-4233www.congressionaleffect.com
Consulting Group Cap Markets Funds800-451-2010 
Cookson Pierce & Co866-412-2673 
Copley Financial Services Inc800-635-3427 
Corbyn Investment Management Inc800-366-3863www.greenspringfund.com
Cornercap Investment Counsel Inc888-813-8637www.cornercap.com
Cornerstone Asset Management Inc800-727-1007www.camcofunds.com
Cornerstone Capital Management Inc866-596-3863www.keystonefunds.com
Country Trust Bank800-245-2100www.countryinvestment.com
Cramer Rosenthal Mcglynn LLC800-276-2883www.crmfunds.com
Crawford Investment Counsel Inc800-431-1716 
Credit Suisse Asset Management LLC800-927-2874www.credit-suisse.com/us
Critical Math Advisors LLC866-263-9260www.unusualfund.com
Croft-Leominster Inc800-551-0990www.croftfunds.com
CS Mckee LP866-625-3346 
CSI Capital Management Inc800-527-9525www.theworldfunds.com
Cullen Capital Management LLC877-485-8586www.cullenfunds.com
CUNA800-877-6089www.membersfunds.com
Cutler Investment Counsel LLC888-288-5374www.cutler.com
D F Dent and Company Inc866-233-3368www.dfdent.com
Dal Investment Company LLC866-455-3863www.upgraderfunds.com
Dalton Grenier Hartman Maher & Co LLC800-653-2839www.dghm.com
Davenport & Company LLC800-281-3217www.investdavenport.com
Davidson Investment Advisors Inc877-332-0529www.davidsonmutualfunds.com
Davis Selected Advisers LP800-279-0279www.davisfunds.com
DB Commodity Services LLC877-369-4617www.dbcfund.db.com
Dean Investment Associates LLC888-899-8343www.deanmutualfunds.com
Delaware Management Company800-523-1918www.delawareinvestments.com
Destination Capital Management Inc866-738-1128www.destinationfunds.com
Deutsche Bank AG (London)877-369-4617www.db.com
Diamond Hill Capital Management Inc888-226-5595www.diamond-hill.com
Dimensional Fund Advisers LP www.dfafunds.com
Dividend Growth Advisors LLC888-826-2520www.dividendgrowthadvisors.com
Dodge & Cox800-621-3979www.dodgeandcox.com
Domini Social Investments LLC800-582-6757www.domini.com
Dover Corporate Responsibility Mgmt LLC888-368-3755www.doverllc.com
Dreman Value Management LLC800-247-1014www.dreman.com
Dreyfus Corporation800-645-6561www.dreyfus.com
Driehaus Capital Management LLC800-560-6111www.driehaus.com
DundeeWealth US LP888-572-0968www.bhrfunds.com
Dunham & Associates Invest Counsel Inc888-338-6426www.dunham.com
Dupree & Company Inc800-866-0614www.dupree-funds.com
DWS Investments800-621-1048www.myscudder.com
Eagle Asset Management Inc800-421-4184www.eagleasset.com
Earnest Partners LLC800-525-3863www.ttutc.com
Eaton Vance Management800-225-6265www.eatonvance.com
Edgar Lomax Company866-205-0524www.edgarlomax.com
Edgemoor Capital Management Inc866-884-5968www.meehanfocusfund.com
Edgewood Management LLC800-791-4226 
Edward D Jones & Co800-341-7400www.edwardjones.com
Elements877-386-2384www.elementsetn.com
Ell Realty Securities Inc888-323-8912 
EM Capital Management LLC866-611-4967www.emcapitalfunds.com
Emerald Asset Advisors LLC877-327-0757www.easfunds.com
Emerald Research Corporation800-698-5261 
Empiric Advisors Inc888-839-7424www.empiricfunds.com
Envestment Asset Management Inc866-762-7338www.envestnet.com
Epoch Investment Partners Inc800-527-9525www.theworldfunds.com
Equitrust Investment Mgmt Services Inc877-860-2904www.equitrust.com
Eulav Asset Management LLC800-243-2729www.valueline.com
Evergreen Investment Management LLC800-343-2898www.evergreeninvestments.com
FAF Advisors Inc800-677-3863www.firstamericanfunds.com
Fairholme Asset Management Inc866-202-2263www.fairholmefunds.com
FBR Fund Advisers Inc888-888-0025www.fbrfunds.com
FCA Corporation888-345-1898www.commonwealthfunds.com
Federated Investors800-341-7400www.federatedinvestors.com
Fenimore Asset Management Inc800-932-3271www.famfunds.com
Fidelity Management & Research Company800-544-8544www.fidelity.com
Fiduciary Management Associates LLC866-362-8333 
Fiduciary Management Inc800-811-5311www.fmifunds.com
Fifth Third Asset Management Inc800-282-5706www.53.com
Financial Counselors Inc877-627-8504www.fciadvisors.com
First Associated Investment Advisors Inc866-209-1964www.tebergfund.com
First Eagle Funds800-334-2143www.firsteaglefunds.com
First Financial Capital Advisors LLC888-494-8510 
First Investors Management Co Inc800-423-4026www.firstinvestors.com
First Manhattan Co877-362-4099 
First National Bank of Omaha800-662-4203www.firstfocusfunds.com
First Pacific Advisors LLC800-982-4372www.fpafunds.com
First Trust Advisors LP800-621-1675www.ftportfolios.com
First Western Investment Management Inc888-456-9518www.fmaadvisors.com
Firsthand Capital Management Inc888-884-2675www.firsthandfunds.com
Fischer Investments800-550-1071 
Flippin Bruce & Porter Inc866-738-1127www.fbpinc.com
Foresight Asset Management LLC877-378-3863www.foresightfunds.com
Forester Capital Management Inc888-701-8405www.forestervalue.com
Fort Pitt Capital Group Inc866-688-8775www.fortpittcapital.com
Forward Management LLC800-999-6809www.sierraclubfunds.com
Founders Asset Management LLC800-554-4611www.dreyfus.com
Foxhall Capital Management800-416-2053www.shepherdfunds.com
Frank Capital Partners LLC866-706-9790www.frankfunds.com
Franklin Templeton Investments800-342-5236www.franklintempleton.com
Fred Alger Management Inc800-992-3863www.alger.com
Freedom Funds Management Company800-572-0069 
Freedom Investors Corporation800-759-6598www.frontier-funds.com
Freiss Associates LLC800-656-3017www.brandywinefunds.com
Frontegra Asset Management Inc888-825-2100www.frontegra.com
Frontier Investment Management Co866-653-4626www.fimcofunds.com
Frost Investment Advisors LLC877-713-7678www.frostbank.com
FundQuest Inc877-273-8635www.activepassivefunds.com
Gabelli Funds LLC800-422-3554www.gabelli.com
Gardner Lewis Asset Management LP800-430-3863www.chesapeakefunds.com
Gateway Investment Advisers LLC800-225-5478www.funds.natixis.com
GE Asset Management Inc800-242-0134www.gefunds.com
Geneva Investment Mgmt of Chicago LLC800-505-1720www.gimllc.com
Genworth Financial Wealth Mgmt Inc888-278-5809www.assetmark.com
Georgetowne Fund Management Corporation877-257-4240www.georgetownefunds.com
Giordano Asset Management LLC800-773-3863 
Glenmede Investment Management LP800-442-8299www.glenmede.com
Glickenhaus & Company800-847-5886www.glickenhaus.com
Global X Management Company LLC888-493-8631www.globalxfunds.com
Golden Capital Management LLC800-206-8610 
Goldman Sachs & Co/GSAM800-621-2550www.goldmansachsfunds.com
Golub Group LLC866-954-6682www.golubgroup.com
Gould Investment Partners LLC800-497-3933www.rocklandfunds.com
Grail Advisors LLC www.grailadvisors.com
Grantham Mayo Van Otterloo & Co LLC www.gmo.com
Gratio Capital877-254-7284www.gratiofunds.com
Green Century Capital Management800-934-7336www.greencentury.com
Greenhaven Commodity Services LLC800-320-2577www.greenhavenfunds.com
Greenwich Advisors LLC866-667-8733www.greenwichadvisorsfund.com
Grisanti Brown & Partners LLC866-775-8439www.steepleviewfund.com
GRT Capital Management LLC877-478-4478www.grtcapital.com
Grubb & Ellis Alesco Global Advisors877-404-7822www.gbefunds.com
Guidestone Funds Trust888-984-8433www.GuideStone.org
Guinness Atkinson Asset Management Inc800-915-6566www.gafunds.com
Hancock Horizon Funds888-346-6300www.hancockhorizonfunds.com
Hansberger Global Investors Inc800-414-6927www.hansberger.com
Harbor Capital Advisors Inc800-422-1050www.harborfunds.com
Harding Loevner Management LP877-435-8105www.hardingloevner.com
Hartford Life Investment Advisors LLC888-843-7824www.hartfordinvestor.com
Hartford Mutual Funds888-843-7824www.hartfordinvestor.com
Haverford Financial Services Inc866-301-7212 
Heartland Advisers Inc800-432-7856www.heartlandfunds.com
Henderson Global Investors Inc866-443-6337www.hendersonglobalinvestors.com
Hennessy Management Company LP800-966-4354www.hennessyfunds.com
Hennion & Walsh Asset Management Inc888-465-5722www.smartgrowthfunds.com
Henssler Equity Fund800-936-3863www.henssler.com
Hepburn Capital Management LLC888-543-7879www.thekidsfund.com
HGK Asset Management877-342-5445www.hgk.com
Highland Capital Management LP877-532-2834www.highlandfunds.com
HighMark Capital Management Inc800-433-6884www.highmarkfunds.com
Hilliard Lyons Research Advisors800-444-1854www.hilliard.com
Hillman Capital Management Inc800-773-3863www.hillmancapital.com
HM Payson & Co800-805-8258www.hmpayson.com
Hodges Capital Management Inc877-232-1222www.hodgesfund.com
Holland & Company LLC800-304-6552www.thehollandfund.com
Holland Capital Management LLC800-295-9779www.hollandcap.com
Hotchkis & Wiley Capital Management LLC866-493-8637www.hwcm.com
HSBC Global Asset Management (USA) Inc800-782-8183www.investorfunds.us.hsbc.com
Huber Capital Management LLC888-482-3726www.hubercap.com
Huntington Asset Advisors Inc800-253-0412www.huntingtonfunds.com
Hussman Econometrics Advisors Inc800-487-7626www.hussmanfunds.com
Hyperion Brookfield Capital Mgmt LLC800-497-3746www.hyperionbrookfield.com
Icon Funds800-764-0442www.iconfunds.com
IMS Capital Management Inc800-934-5550www.imscapital.com
Incline Capital LLC866-994-5729www.inclinefunds.com
Index Investments LLC888-876-3566www.amidex.com
Indexiq Advisers LLC877-474-6339www.indexiq.com
ING Investments LLC800-992-0180www.ingdirect.com
Integrity Asset Management LLC866-896-9292www.integrityasset.com
Integrity Money Management Inc800-276-1262www.integrityfunds.com
International Strategy & Investment Inc800-955-7175www.isifunds.com
International Value Advisors LLC866-941-4482www.ivafunds.com
Intrepid Capital Management Inc866-996-3863www.intrepidcapitalfunds.com
Invesco AIM800-959-4246www.invescoaim.com
Invesco Powershares Capital Mgmt LLC800-983-0903www.invescopowershares.com
Investment Counselors of Maryland866-234-5426 
Investment Research Corporation800-525-2406www.americangrowthfund.com
Iron Financial Management Inc877-322-0575www.ironfinancial.com
Ivy Investment Management Company800-777-6472www.ivyfunds.com
Jackson National Asset Management LLC888-276-0061www.jnl.com
Jacob Asset Management of New York LLC888-522-6239www.jacobinternet.com
Jacobs & Company877-560-6823www.jacobsandcompany.com
James Investment Research Inc800-995-2637www.jamesfunds.com
Janus Capital Management LLC800-525-0020www.janus.com
JennisonDryden Funds800-225-1852www.jennisondryden.com
Jensen Investment Management Inc800-992-4144www.jenseninvestment.com
JJB Hilliard WL Lyons Inc800-444-1854www.hilliard.com
John Hancock Group800-225-5291www.jhancock.com
John Hancock Life Insurance Company800-225-5291www.johnhancock.com
Johnson Investment Counsel Inc800-541-0170www.johnsoninv.com
Jones Villalta Asset Management LLC866-950-5863www.jonesvillaltafunds.com
JPMorgan Funds800-480-4111www.jpmorganfunds.com
Juruka Mills & Kiefer LLC866-544-2737 
Kalmar Investment Advisers800-282-2319www.kalmarinvestments.com
KCO Investments Inc800-595-3166www.presidiofunds.com
Keeley Asset Management Corporation888-933-5391www.keeleyfunds.com
Kensington Investment Management Inc877-833-7114www.kig.com
Kerns Capital Management Inc877-275-5599www.kernscapital.com
Killen Group Inc800-992-6757www.theberwynfunds.com
Kinetics Asset Management Inc800-930-3828www.kineticsfunds.com
King Investment Advisors Inc800-868-9535www.kingadvisors.com
Kirr Marbach & Company LLC800-870-8039www.kmpartnersfunds.com
Lateef Investment Management LP866-499-2151www.lateef.com
Lazard Asset Management LLC800-823-6300www.lazardnet.com
Leader Capital Corporation800-711-9164www.leadercapital.com
Lee Financial Group800-354-9654www.leehawaii.com
Leeb Capital Management Inc800-400-5332www.leeb.net
Legg Mason/Western Asset Management800-822-5544www.leggmason.com
Leigh Baldwin & Co LLC800-659-8044www.leighbaldwin.com
Lend Lease Real Estate Investments877-563-5327www.adelantecapitalmanagement.com
Leuthold Weeden Capital Management LLC888-200-0409www.leutholdfunds.com
Liberty Street Advisors Inc800-207-7108www.libertystreetfunds.com
Litman/Gregory Fund Advisors LLC800-960-0188www.mastersselectfunds.com
Longleaf Partners800-445-9469www.longleafpartners.com
Loomis Sayles & Company LP800-225-5478www.ixisadvisorfunds.com
Lord Abbett & Company LLC888-522-2388www.lordabbett.com
Lotsoff Capital Management877-568-7633www.lotsoff.com
Lowe Brockenbrough & Company Inc866-738-1126www.jamestownfunds.com
Lowry Hill Investment Advisors Inc877-333-0246www.lowryhill.com
LSV Asset Management888-386-3578 
Luther King Capital Mgmt Corporation800-688-5526www.lkcm.com
LWI Financial Inc800-366-7266www.assante.com
M & I Investment Corporation800-236-8560www.marshallfunds.com
Madison Mosaic800-368-3195www.mosaicfunds.com
Mainstay Funds800-624-6782www.mainstayfunds.com
Mairs and Powers Inc800-304-7404www.mairsandpower.com
Managers Investment Group LLC800-548-4539www.managersinvest.com
Manarin Investment Counsel888-339-4230www.lifetimeachievementfund.com
Manning & Napier Advisors Inc800-466-3863www.manningnapieradvisors.com
Marketfield Asset Management LLC888-236-4298www.marketfieldam.com
Marketocracy Funds888-884-8482www.marketocracy.com
Markman Capital Management Inc800-707-2771www.markman.com
Marsico Capital Management LLC888-860-8686www.marsicofunds.com
Marvin & Palmer Associates Inc877-821-2117www.marvinandpalmer.com
MassMutual Life Insurance Company888-309-3539www.massmutual.com/retire
Matrix Asset Advisors Inc800-366-6223www.matrixadvisorsvaluefund.com
Matthew 25 Management Corporation888-625-3863www.matthew25fund.com
Matthews International Capital Mgmt LLC800-789-2742www.matthewsfunds.com
MBIA Capital Management Corp www.mbiaclaymore.com
McCarthy Group Advisors LLC866-811-0228 
McConnell Asset Management LLC800-595-4922www.worldcommodityfunds.com
McCormick Asset Management Inc800-423-1068www.elitefunds.com
Meeder Asset Management Inc800-325-3539www.meederpremier.com
Mercer Global Investments Inc866-658-9896www.mgifunds.com
Merk Investments LLC866-637-5386www.merkfund.com
Merrill Lynch Holdrswww.holdrs.com
Metropolitan West Asset Management LLC800-241-4671www.mwamllc.com
Metzler/Payden LLC866-673-8637www.metzlerpayden.com
MFS Investment Management800-225-2606www.mfs.com
MH Investment Management Inc800-318-7969www.mhelite.com
Midas Management Corporation800-400-6432www.midasfunds.com
Milestone Capital Management800-941-6453www.milecap.com
Mirzam Asset Management LLC888-693-8056www.mirzamfunds.com
MMA Capital Management800-977-2947www.mmapraxis.com
Mohawk Asset Management Inc800-453-6556www.electriccityfunds.com
Monetta Financial Services800-666-3882www.monetta.com
Moneypaper Advisor Inc877-676-3386 
Morgan Asset Management Inc800-564-2113www.rmkfunds.com
Morgan Stanley Investment Advisors Inc800-869-6397www.morganstanley.com
Morgan Stanley Investment Mgmt Inc800-548-7786www.morganstanley.com
Morris Capital Advisors Inc800-787-3334www.manorfunds.com
MTB Investment Advisors Inc800-836-2211www.mtbfunds.com
Muhlenkamp & Co800-860-3863www.muhlenkamp.com
Munder Capital Management800-438-5789www.munder.com
Mutual Funds Leader Inc877-543-8637www.prasad.net
Mutual of America Cap Mgmt Corporation800-914-8716www.mutualofamerica.com
Mutuals.com866-264-8783www.mutuals.com
Nakoma Capital Management LLC866-662-5662www.nakomacapital.com
Nashville Capital Corporation877-272-9746www.monteaglefunds.com
Nationwide Fund Advisors800-848-0920www.nationwidefunds.com
Natixis Asset Management Advisors LP800-225-5478www.natixisfunds.com
Navellier & Associates Inc800-887-8671www.navellierperformancefunds.com
NCM Capital Advisers Inc866-515-4626www.nothinghamco.com
Needham Investment Management LLC800-625-7071www.needhamfunds.com
Neiman Capital Management877-385-2720www.neimanfunds.com
Neuberger Berman Management LLC800-877-9700www.nb.com
New Providence Capital Mgmt/Atlanta Inv800-773-3863www.wisdomfund.com
Newgate Capital Management LLC888-963-9428www.newgatefunds.com
Nicholas Company Inc800-227-5987www.nicholasfunds.com
Nicholas-Applegate Capital Management800-551-8043www.nacm.com
Nomura Asset Management USA Inc800-833-0018www.nomura.com
North Country Investment Advisers Inc888-350-2990 
Northcoast Asset Management LLC800-558-9105www.northcoastam.com
Northeast Mgmt & Research Company Inc800-225-6704www.northeastinvestors.com
Northern Trust Investments NA800-595-9111www.northerninstitutionalfunds.com
Nuveen Asset Management800-257-8787www.nuveen.com
Oak Associates Ltd888-462-5386www.oakfunds.com
Oak Value Capital Management Inc800-622-2474www.oakvaluefund.com
Oakmark Family of Funds800-625-6275www.oakmark.com
Oberweis Asset Management Inc800-323-6166www.oberweisfunds.com
Old Mutual Capital Inc888-772-2888www.oldmutualfunds.com
Olstein Capital Management LP800-799-2113www.olsteinfunds.com
One Compass Advisors877-835-4531www.newcovenantfunds.com
OppenheimerFunds Inc800-225-5677www.oppenheimerfunds.com
Optique Capital Management Inc800-276-8272www.optiquefunds.com
Orrell Capital Management Inc  
Osterweis Capital Management Inc866-236-0050www.osterweis.com
Oxford Private Client Group LLC877-350-8668www.theoxfordpcg.com
Pacific Financial Group Inc800-735-7199www.tpfg.com
Pacific Global Investment Mgmt Company800-282-6693www.pacificadvisorsfunds.com
Pacific Life Insurance Company800-800-7681www.pacificlife.com
Palantir Capital Management Ltd www.palantirfunds.com
Paradigm Capital Management Inc877-593-8637www.paradigm-funds.com
Parkway Advisors LP888-263-5593www.monteaglefunds.com
Parnassus Investments800-999-3505www.parnassus.com
Parr Financial Group LLC877-244-6235www.theusxchinafund.com
Pax World Management Corporation800-767-1729www.paxworld.com
Payden & Rygel800-572-9336www.paydenfunds.com
Paypal Asset Management888-215-5506www.paypal.com
PDR Services LLC800-843-2639www.amex.com
Peak Wealth Opportunities LLC800-494-2755www.stockcarindexfund.com
Pearl Management Company866-747-9030www.pearlfunds.com
Pekin Singer Strauss Asset Management800-470-1029www.appleseedfund.com
Pennsylvania Avenue Advisors888-642-6393www.pennavefunds.com
Perimeter Capital Partners LLC888-968-4964 
Perkins Capital Management Inc800-998-3190www.perkinsfunds.com
Permanent Portfolios Family of Funds800-531-5142www.permanentportfoliofunds.com
Perritt Capital Management Inc800-331-8936www.perrittcap.com
PFM Asset Management LLC888-542-8890www.pfm-compass.com
Phocas Financial Corporation866-746-2271www.phocasfinancial.com
PIA Mutual Fund800-251-1970www.pacificincome.com
PIMCO800-426-0107www.pimcofunds.com
Pinnacle Advisors LLC800-535-9169www.nysafunds.com
Pioneer Investment Management Inc800-225-6292www.pioneerinvestments.com
PMFM Inc866-383-7636 
PNC Capital Advisers Inc800-551-2145www.pncmutualfunds.com
Polaris Capital Management Inc888-263-5594www.polarisfunds.com
Portfolios Inc  
Potkul Capital Management LLC888-476-8585www.BreadandButterFund.com
PrimeCap Management Company800-729-2307 
Principal Management Corporation800-247-4123www.principal.com
Profit Investment Management888-744-2337www.profitfunds.com
ProFunds Group888-776-3637www.profunds.com
Progressive Investment Management Corp877-351-4115www.portfolio21.com
Prospector Partners Asset Management LLC877-734-7862www.prospectorfunds.com
Provident Investment Counsel Inc800-618-7643www.provnet.com
Prudential Investments LLC800-225-1852www.prudential.com
Putnam Investment Management LLC800-225-1581www.putnam.com
Quaker Funds Inc800-220-8888www.quakerfunds.com
Quantitative Investment Advisors Inc800-326-2151www.quantfunds.com
Rafferty Asset Management LLC800-851-0511www.direxionfunds.com
Rainier Investment Management Inc800-248-6314www.rainierfunds.com
Ralph Parks Investment Group LLC877-261-5700www.rpigllc.com
RE Advisers Corporation800-258-3030www.homesteadfunds.com
Real Estate Management Services LLC800-527-9525www.theworldfunds.com
Reich & Tang Asset Management800-433-1918www.money-funds.com/funds/index
Renaissance Capital Corporation888-476-3863www.ipohome.com
Reserve Management Company Inc800-637-1700www.reservefunds.com
Reynolds Capital Management800-773-9665www.reynoldsfunds.com
Rhoads Lucca Capital Partners LP866-828-8674www.autopilotfunds.com
Riazzi Asset Management LLC888-884-8099www.theramfunds.com
Rice Hall James & Associates LLC866-474-5669 
Ridgeworth Funds888-784-3863www.ridgeworthfunds.com
Rigel Capital LLC877-467-0005www.rigelcap.com
RiverNorth Capital Management Inc888-848-7569www.rivernorthcap.com
Riversource Investments LLC888-791-3380www.riversource.com
RNC Capital Management877-543-6837www.mcgenter.com
Robeco Investment Funds888-261-4073www.robecousa.com
Robert W Baird & Company Inc866-442-2473www.bairdfunds.com
Rochdale Investment Management LLC800-245-9888www.rochdale.com
Rock Canyon Advisory Group800-869-1679 
Roosevelt Investment Group877-322-0576 
Roxbury Capital Management LLC800-497-2960www.roxburyfunds.com
Royce & Associates LLC800-221-4268www.roycefunds.com
RS Investment Management Co LLC800-766-3863www.rsinvestments.com
Ruane Cuniff & Goldfarb Inc800-686-6884www.sequoiafund.com
Russell Investment Group800-787-7354www.russell.com
RW Roge & Company Inc888-800-7043www.rogepartnersfunds.com
Rydex Investments800-820-0888www.rydexinvestments.com
Saratoga Capital Management LLC800-807-3863www.saratogacap.com
Satuit Capital Management LLC800-567-4030www.satuitcapital.com
Saturna Capital Corporation800-728-8762www.saturna.com
SBAuer Funds LLC888-711-2837www.auergrowthfund.com
SBG Capital Management Inc800-723-8637www.robertbender.com
Schneider Capital Management LP888-520-3277www.schneidercap.com
Schooner Investment Group LLC866-724-5997www.schoonermutualfunds.com
Schroder Invst Mgmt North America Inc800-464-3108www.schroderfunds.com
Schwartz Investment Counsel Inc866-283-6274www.schwartzinvest.com
Scout Investment Advisors Inc800-996-2862www.umbscoutfunds.com
Securities Management & Research Inc800-231-4639www.smrinvest.com
Security Investors LLC800-888-2461www.securitybenefit.com
SEI Group800-342-5734www.seic.com
Seligman Funds800-221-7844www.seligman.com
Sentinel Asset Management Inc800-282-3863www.sentinelfunds.com
Shay Assets Management Inc800-527-3713www.shayassets.com
Sheets Smith & Associates Inc888-859-5865www.piedmontselectfund.com
Sherwood Forest Capital Management LLC800-673-0550www.sherwoodforestcapital.com
SIT Investment Associates Inc800-332-5580www.sitfunds.com
Skyhawk Capital Management LLC888-202-1338www.skyhawkfunds.com
Smead Capital Management Inc877-807-4122www.smeadfunds.com
SMI Advisory Services LLC877-764-3863www.smifund.com
Snow Capital Management LP877-766-9363www.snowcapitalmanagement.com
Sound Shore Management Inc800-551-1980www.soundshorefund.com
Southernsun Asset Management Inc866-672-3863www.southernsunfunds.com
Sparrow Capital Management Inc888-727-3301www.sparrowcapital.com
Sparx Investment & Research USA Inc800-632-1320www.sparxfunds.com
Spears Abacus Advisors LLC866-684-4915www.TheBeeHiveFund.com
Spectrum Advisory Services Inc800-788-6086www.marathonvalue.com
Spirit of America Management Co800-452-4892www.davidlerner.com/spirit.htm
St Denis J Villere & Company LLC866-209-1129www.villere.com
Staar Investment Trust800-332-7738www.staarfunds.com
State Farm Investment Mgmt Corporation800-447-4930www.statefarm.com
State Street Bank & Trust CO/IFTC800-997-7327www.ssgafunds.com
Stein Roe Investment Counsel Inc800-994-2533www.atlanticwhitehallfunds.com
Stephens Investment Mgmt Group LLC866-735-7464www.stephensfunds.com
Sterling Capital Management LLC866-450-3722 
Stewart Capital Advisors877-420-4440www.stewartcap.com
Stone Harbor Investment Partners LP866-699-8125www.shiplp.com
Stonebridge Capital Management Inc800-639-3935www.stonebridgecapital.com
Stralem & Company Inc866-455-1007www.stralem.com
Stratton Management Company800-634-5726www.strattonmgt.com
Structured Investment Management Inc888-887-2386www.sim-usa.com
SunAmerica Asset Management Corp800-858-8850www.sunamericafunds.com
Sycuan Capital Management Inc888-899-8344www.sycuanfunds.com
Symons Capital Management877-679-6667www.scm-funds.com
T Leavell & Associates Inc866-738-1125www.leavellinvestments.com
T Rowe Price Associates Inc800-638-5660www.troweprice.com
T2 Partners Management LP888-484-5766 
Tanaka Capital Management Inc877-482-6252 
TCW Investment Management Company800-386-3829www.tcw.com
TD Asset Management USA Inc800-669-3900www.tdamusa.com
TFS Capital LLC888-534-2001www.tfscapital.com
Third Avenue Management LLC800-443-1021www.thirdavenuefunds.com
Third Millennium Invst Advisors LLC800-527-9525www.theworldfunds.com
Thomas White International Ltd800-811-0535www.thomaswhite.com
Thompson Plumb Funds800-999-0887www.thompsonplumb.com
Thompson Siegel & Walmsley LLC866-487-9386 
Thornburg Investment Management LLC800-847-0200www.thornburg.com
Three G Financial LLC877-238-2406 
Thrivent Financial for Lutherans800-847-4836www.thrivent.com
Thunderstorm Mutual Funds LLC888-636-7362www.dorfmanvalue.com
TIAA-CREF800-223-1200www.tiaa-cref.org
Timothy Partners Ltd800-846-7526www.timothyplan.com
Tocqueville Asset Management LP800-697-3863www.tocqueville.com
Top Fund Management Inc877-600-9797 
Toreador Research & Trading LLC800-343-5902www.toreadorfunds.com
Torray LLC800-443-3036www.torray.com
Touchstone Advisors Inc800-543-0407www.touchstoneinvestments.com
Transamerica Asset Management Inc800-851-9777www.transamericaseriestrust.com
Transamerica Funds888-233-4339www.transamericafundscom
Trendstar Advisors LLC888-747-4872www.trendstarfunds.com
Trinity Fiduciary Partners LLC877-977-3747www.epiphanyfund.com
Trustmark Investment Advisors Inc800-737-3676www.performancefunds.com
Turner Investment Partners Inc800-224-6312www.turnerinvestments.com
Tweedy Browne Company LLC800-432-4789www.tweedy.com
Tygh Capital Management Inc800-972-0150www.tyghcap.com
UBS Global Asset Management888-793-8637www.ubs.com/globalam-us
Union Investment Advisors Inc888-769-2362 
United Association of Pipe Fitters888-766-8043www.uafund.com
United States Commodity Funds LLC800-920-0259www.unitedstatescommodityfunds.com
Upright Financial Corporation  
US Global Investors Funds800-873-8637www.usfunds.com
USAA Investment Management Company800-531-8722www.usaa.com
Valley Forge Management Corporation800-548-1942 
Value Trend Capital Management LP800-590-0898www.wireless-fund.com
Van Den Berg Management Inc800-773-3863www.centman.com
Van Eck Associates Corporation800-826-1115www.vaneck.com
Van Kampen Asset Management800-847-2424www.vankampen.com
Van Wagoner Capital Management Inc800-228-2121www.embarcaderomutualfunds.com
Vanguard Group Inc800-662-7447www.vanguard.com
Vantagepoint Investment Advisers LLC800-669-7400www.icmarc.org
Victoria 1522 Investments LP888-819-1522www.victoria1522.com
Victory Capital Management Inc800-539-3863www.victoryconnect.com
Viking Fund Management LLC800-933-8413www.vikingfunds.com
Vintage Mutual Funds800-438-6375www.vintagefunds.com
Virtus Investment Partners Inc800-243-4361www.virtusinvestmentpartners.com
Volumetric Advisers Inc800-541-3863www.volumetric.com
Voyageur Asset Management Inc800-422-2766www.voyaguer.net
VTL Associates LLC877-738-8870www.revenuesharesetfs.com
W H Reaves & Company Inc866-342-7058www.utilityincomefund.com
Waddell & Reed Investment Mgmt Company888-923-3355www.waddell.com
Wall Street Management Corporation800-443-4693www.thewallstreetfund.com
Wallace R Weitz & Company800-304-9745www.weitzfunds.com
Walthausen & Co LLC888-925-8428www.walthausenfunds.com
Wasatch Advisors Inc800-551-1700www.wasatchfunds.com
Water Island Capital LLC800-295-4485www.thearbfund.com
Wayne Hummer Management Company800-621-4477www.whummer.com
Wegener LLC800-595-4077www.wegenerfunds.com
Weiss Money Management Inc800-430-9617 
Wellesley Investment Advisors Inc877-441-4434www.millerconvertiblefund.com
Wells Asset Management Inc800-282-1581www.wellsref.com
Wells Fargo Fund Management LLC800-222-8222www.wellsfargoadvantagefunds.com
Wentworth Hauser & Violich Inc888-948-4685www.whv.com
Wertz York Capital Management Group LLC866-329-2673www.corefund.net
Wesbanco Bank Wheeling800-864-1013www.wesmarkfunds.com
Westchester Capital Management Inc800-343-8959 
Westcore Funds800-392-2673www.westcore.com
Weston Financial Group888-639-0102www.newcenturyportfolios.com
Westport Advisers LLC888-593-7878www.westportfunds.com
Westwood Management Corp877-386-3944www.whgfunds.com
William Blair & Company LLC800-742-7272www.williamblairfunds.com
Willis Group Inc888-544-2685www.giant5.com
Wilmington Funds800-336-9970www.wilmingtonfunds.com
Wilshire Target Funds888-200-6796www.wilshirefunds.com
Windowpane Advisors LLC800-441-7013www.jordanopportunity.com
Winslow Management Company LLC888-314-9049www.winslowgreen.com
Wintergreen Advisers LLC888-468-6473www.wintergreenfund.com
WisdomTree Asset Management Inc866-909-9473www.wisdomtree.com
WP Stewart & Company Inc  
Wright Fund Management LLC866-738-4363www.sierracorefund.com
Wright Investors Service Inc800-888-9471www.catholicinvestment.com
Xshares Advisers LLC800-925-2870www.healthsharesinc.com
Yacktman Asset Management Company800-525-8258www.yacktman.com
Yieldquest Advisors LLC877-497-3634www.yieldquest-funds.com
Yorktown Mgmt & Research Company Inc800-544-6060 
Zacks Investment Management Inc888-453-4003www.zackswmg.com
Ziegler Capital Management LLC800-826-4600www.northtrackfunds.com



I'VE GOT THEIR NUMBER
Here's a one-stop resource for fund family web site addresses. There are over 600 addresses and phone numbers listed here and all believed to be accurate. If you find any errors, please feel free to contact me. Thank You!


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