Welcome to CGV Free Search!

This section of CapGainsValet will serve most individual mutual fund owners. The limited number of mutual fund firms available on this page represent roughly 70% of all mutual fund assets. If you are invested primarily with the big guys (Vanguard, Fidelity, PIMCO, American Funds, etc.), you will find all of the links you’ll need.

If you are a heavy mutual fund owner or investment professional, the Pro Search section is worth a look. There you will find (for a subscription fee) information for over 250 mutual fund firms (click here to see list). In addition, we include expanded information so you can do some preliminary planning.

FREE SEARCH

The easiest way to search is to enter your FIRM NAME in the search box below to find if a link is available.

Firm NameStatusNotes
VanguardNot found.
Fidelity InvestmentsNot found.
American Funds2018 estimates found on 10/08/2018. Click here for information.Two funds have estimated distributions higher than 10%
T. Rowe PriceNot found.
Dimensional Fund Advisors (DFA)Not found.
JPMorganNot found.
Franklin Templeton Investments2018 estimates found on 10/08/2018. Click here for information.Eleven funds have estimated distributions higher than 10%
PIMCO FundsNot found.
BlackRockNot found.
MFS2018 estimates found on 10/10/2018. Click here for information.Four funds have estimated distributions higher than 10%
Dodge & CoxNot found.
OppenheimerFundsNot found.
TIAA Investments2018 estimates found on 10/10/2018. Click here for information.Three funds have estimated distributions higher than 10%
Principal Funds2018 estimates found on 10/08/2018. Click here for information.Principal LargeCap Value has an estimated distribution higher than 70%! Principal LargeCap Growth has an estimated distribution higher than 40%. Principal Capital Appreciation has an estimated distribution higher than 30%. Nine funds have estimated distributions higher than 10%
John HancockNot found.
InvescoPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
ColumbiaGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Janus HendersonGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Lord AbbettIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
American Century InvestmentsYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Hartford Mutual FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Legg MasonSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
SEIGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
PGIM Funds (Prudential)Gosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Goldman SachsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
VoyaSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
AllianceBernsteinGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
OakmarkThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
Schwab FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Wells Fargo FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Eaton VanceBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
Metropolitan West FundsThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
NuveenThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
DoubleLineThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
First EaglePro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
PutnamThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
USAAIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
FederatedGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Bridge BuilderGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Ivy FundsBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
DreyfusSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
HarborBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
MainStayGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Natixis FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Northern FundsSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
ArtisanBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
Delaware FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
BairdSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
VirtusIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Pioneer InvestmentsIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
ThornburgThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
RussellYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Morgan StanleyGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
MassMutualThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Neuberger BermanSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
TransamericaSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
DWS FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
PRIMECAP Odyssey FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
VictoryBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
Old WestburyIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
AMG FundsIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
AQR FundsBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
State Street Global AdvisorsThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
American BeaconSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
Great-West FundsBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
LazardBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
Guggenheim InvestmentsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Matthews Asia FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
ParnassusThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
Baron Capital GroupGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Harding LoevnerYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
NationwideSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
FPASorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Cohen & SteersIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
ThriventSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
State FarmYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
GuideStone FundsBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
Allianz FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
AlgerIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
TouchstoneThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
Loomis Sayles FundsThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
BNY Mellon FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Carillon Family of FundsThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
AIGPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Diamond Hill FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
TCWThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
Davis FundsThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
KP FundsYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
William BlairSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
FMI FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
EdgewoodIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
GlenmedeThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
CausewayPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Calvert InvestmentsIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
CalamosThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
GabelliSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
AberdeenSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Boston PartnersPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
IVA FundsThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
First InvestorsBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
RoyceThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
UBS Asset ManagementThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
Tweedy, BrowneIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Destinations FundsBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
BBHIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
JOHCM FundsSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
Brown Advisory FundsThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
WasatchSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
RBB FundsSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
Longleaf PartnersSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Baillie Gifford FundsSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
AkreThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Credit SuisseGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
BMO FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Sterling Capital FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Angel OakPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
PaydenfundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Manning & NapierThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Pacific Funds Series TrustBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
Hotchkis & WileyPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
JensenPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
OsterweisSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Pax WorldYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
WCM Investment ManagementPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Capital GroupYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
HennessyThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
BlackstoneGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Catalyst Mutual FundsSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
Brown Capital ManagementSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
Mairs & PowerYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
City National RochdaleYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Rydex FundsYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
VanEckSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Brookfield Investment FundsThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
SA FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Pear Tree FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
NicholasGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Ariel InvestmentsBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
Champlain FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
MeridianSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
BuffaloSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
SequoiaThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Laudus FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Tortoise Capital AdvisorsBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
WestwoodSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
DriehausSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
PNC FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Frost FundsIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
LSV FundIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
AspiriantGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Cambiar FundsIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
WeitzYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
BrandesIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Navigator FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Thompson IM Funds IncPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
AmanaGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
AquilaGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
BridgewayPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Grandeur Peak FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
SwanIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Eventide FundsYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Third AvenueIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
GothamPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
HomesteadThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
Litman Gregory Masters FundsThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
ProFundsBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
SitSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
TocquevilleBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
Segall Bryant & HamillYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Conestoga Capital AdvisorsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Wilmington FundsBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
Westchester Capital (Merger)If you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Polen CapitalThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
AlphaCentric FundsThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
CommerceSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
CornerstoneThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Cullen Funds TrustBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
Salient FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Vulcan Value PartnersThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Value LineGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
AshmoreSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
Chiron Investment ManagementSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
GuideMarkSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
Stone HarborBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
AT FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
DominiThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Permanent PortfolioThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
RBC Global Asset ManagementThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
Selected FundsThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
Ave Maria Mutual FundsThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
OberweisGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
James AdvantageBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
Seafarer FundsYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Independent Franchise PartnersIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Frontier FundsThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
Sound ShoreGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Fiera CapitalIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Miller Value FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
RiverNorth FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
EmeraldYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
The Pacific Financial GroupThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Community Capital ManagementPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
SemperBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
CGMThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
Madison FundsIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Arbitrage FundThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
CRMSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
DavenportPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Chartwell Investment PartnersIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Meeder FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
PT Asset Management, LLC (PTAM)You'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Johnson Mutual FundsBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
FAMBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
RiverPark FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Boston Trust & Walden FundsYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
MainGate TrustGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Sierra TrustYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Teton Westwood FundsSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
Wilshire Mutual FundsYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
KineticsThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
FairholmeIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Horizon InvestmentsThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
AdvisorOne FundsYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
LoCorr FundsThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
CongressIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Marsico Investment FundSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
Praxis Mutual FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Shelton Capital ManagementGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Highland FundsSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
HeartlandThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
ALPSThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
Advisory ResearchPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Tributary FundsIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Dunham FundsThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
Crossmark Steward FundsIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Nuance InvestmentsThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
Oak AssociatesSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
Miller InvestmentYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
DupreeSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Yorktown FundsSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
SaratogaYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Smead FundsBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
Freedom FundsSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
LyricalThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
PMC FundsSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
MuzinichGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Sands CapitalIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
SchroderSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
361 FundsYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Acadian FundsSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
Clipper FundYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Barings FundsThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
AltegrisThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
KopernikPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
New CovenantBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
Fuller & ThalerIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Hancock HorizonBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
KeeleyYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Power Mutual FundsSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
LeutholdIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
HodgesThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
Timothy PlanIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
RMB FundsYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
EquinoxSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
LKCMIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Disclaimer:   Information derived from third party sources is considered to be reliable. However, CapGainsValet LLC and Mark Wilson do not represent that such information is accurate and complete and should not be relied upon as such.  This material should not be construed as a recommendation of any security.  This website is designed to provide accurate and authoritative information in regard to the subject matter covered. In publishing this website, the author is not engaged in rendering legal, accounting, or other professional services. If legal advice or other expert assistance is required, use the services of a competent professional.  In other words, use all information here at your own risk.