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
Vanguard2018 estimates found on 11/12/2018. Click here for information.One fund has an estimated distributions higher than 10%.
Fidelity Investments2018 estimates found on 10/30/2018. Click here for information.Eighteen funds have estimated distributions higher than 10%.
American Funds2018 estimates found on 10/08/2018. Click here for information.Two funds have estimated distributions higher than 10%.
T. Rowe Price2018 estimates found on 10/16/2018. Click here for information.T. Rowe Price Science & Technology has an estimated distribution higher than 20%. Three other funds have estimated distribtions higher than 10%.
Dimensional Fund Advisors (DFA)2018 estimates found on 11/12/2018. Click here for information.
JPMorgan2018 estimates found on 10/19/2018. Click here for information.JP Morgan Small Cap Blend has an estimated distribution higher than 20%. Six other funds have estimated distributions higher than 10%.
Franklin Templeton Investments2018 estimates found on 10/08/2018. Click here for information.Eleven funds have estimated distributions higher than 10%
PIMCO Funds2018 estimates found on 11/08/2018. Click here for information.RAE Low Volatility PLUS International has an estimated distribution higher than 20%. One other fund has an estimate higher than 10%.
PIMCO EqS Funds2018 estimates found on 11/08/2018. Click here for information.
BlackRock2018 estimates found on 11/04/2018. Click here for information.Four funds have estimated distributions higher than 10%.
MFS2018 estimates found on 10/10/2018. Click here for information.Four funds have estimated distributions higher than 10%.
Dodge & Cox2018 estimates found on 11/14/2018. Click here for information.
OppenheimerFunds2018 estimates found on 10/26/2018. Click here for information.Two funds have estimated distributions higher than 10%.
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 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 HancockSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
InvescoPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
ColumbiaThis 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.
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 AbbettThis 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.
American Century 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.
Hartford Mutual 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.
Legg MasonPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
SEISorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
PGIM Funds (Prudential)This firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Goldman SachsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
VoyaBad 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.
AllianceBernstein (AB)Seriously? 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.
OakmarkThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Schwab 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.
Wells Fargo 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.
Eaton VancePro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Metropolitan West FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
NuveenBad 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.
DoubleLineYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
First EagleIf 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.
PutnamSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
USAAThis 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.
FederatedGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Bridge BuilderSeriously? 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.
Ivy FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
DreyfusThis 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.
HarborSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
MainStayThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Natixis FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Northern FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
ArtisanThis 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.
Delaware 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.
BairdThis 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.
VirtusBad 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.
Pioneer InvestmentsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
ThornburgSeriously? 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.
RussellSeriously? 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.
Morgan StanleySorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
MassMutualGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Neuberger BermanThis 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.
TransamericaGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
DWS FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
PRIMECAP Odyssey FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
VictoryThis 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.
AMG 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.
AQR 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.
State Street Global AdvisorsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
American BeaconYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Great-West FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
LazardThis 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.
Guggenheim InvestmentsSeriously? 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.
Matthews Asia 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.
ParnassusPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Baron Capital GroupSeriously? 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.
Harding LoevnerSeriously? 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.
NationwideIf 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.
FPAGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Cohen & SteersThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
ThriventBad 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 FarmThis 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.
GuideStone FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Allianz 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.
AlgerGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
TouchstoneYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Loomis Sayles 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.
BNY Mellon 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.
Carillon Family of 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.
AIGBad 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.
Diamond Hill 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.
TCWSeriously? 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.
Davis 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.
William BlairGosh! This is one of the firms available only through 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 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.
CalamosSeriously? 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.
GabelliThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
AberdeenSeriously? 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.
Boston PartnersThis 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.
IVA 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.
First InvestorsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
RoyceSeriously? 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.
UBS Asset ManagementThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
UBS PACEIf 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.
Tweedy, BrowneThis 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.
Destinations FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
BBHPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
JOHCM 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.
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.
WasatchThis 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.
RBB FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Longleaf PartnersYou'll need access to the Pro Search to find information for this firm.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.
AkreIf 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.
Credit SuisseSeriously? 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.
BMO 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.
Sterling Capital 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.
Angel OakBad 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.
PaydenfundsIf 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.
Manning & NapierSeriously? 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.
Pacific Funds Series TrustPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Hotchkis & WileySeriously? 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.
JensenSeriously? 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.
OsterweisPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Pax WorldThis 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.
WCM Investment ManagementThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
HennessyYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
BlackstonePro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Catalyst Mutual FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Brown Capital ManagementThis 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.
Mairs & PowerThis 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.
City National RochdaleSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Rydex FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
VanEckThis 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.
Brookfield Investment FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
SA 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.
Pear Tree 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.
NicholasIf 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.
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 FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
MeridianThis firm is only included in the extended list available through 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 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.
Laudus FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Tortoise Capital AdvisorsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
WestwoodBad 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.
DriehausSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
PNC FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Frost FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
LSV FundThis 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.
AspiriantThis 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.
Cambiar FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
WeitzThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
BrandesYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Navigator 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.
Thompson IM Funds IncSeriously? 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.
Amana (Saturna)Bad 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.
AquilaSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
BridgewayThis 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.
Grandeur Peak 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.
SwanGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Eventide FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Third AvenueSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
GothamSorry, this firm is only included in Pro Search.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.
ProFundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
SitPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
TocquevilleThis 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.
Segall Bryant & HamillThis 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.
Conestoga Capital AdvisorsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Wilmington 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.
Westchester Capital (Merger)This 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.
Polen CapitalSeriously? 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.
AlphaCentric FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
CommerceSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Cullen Funds TrustSeriously? 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.
Salient 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.
Vulcan Value 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.
Value LineIf 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.
AshmoreSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Chiron Investment ManagementThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
GuideMarkGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Stone HarborGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
AT FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
DominiSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Permanent PortfolioThis 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.
RBC Global Asset ManagementThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Selected 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.
Ave Maria 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.
OberweisSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
James AdvantageThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Seafarer FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Frontier FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Sound ShoreThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Fiera CapitalSeriously? 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 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 FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
EmeraldThis 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.
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 ManagementSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
CGMPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Madison 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.
Arbitrage 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.
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.
DavenportBad 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.
Chartwell Investment PartnersYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Meeder 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.
PT Asset Management, LLC (PTAM)Seriously? 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.
Johnson 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.
FAMSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
RiverPark 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.
Boston Trust & Walden 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.
MainGate 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.
Sierra TrustSeriously? 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.
Teton Westwood 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.
Wilshire Mutual 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.
KineticsYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
FairholmePro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Horizon InvestmentsSeriously? 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.
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 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.
CongressGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Marsico Investment FundThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Praxis 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.
Shelton Capital ManagementSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Highland FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
HeartlandSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
ALPSThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Advisory ResearchIf 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.
Tributary 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.
Dunham FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Crossmark Steward FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Nuance 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.
Oak AssociatesSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Yorktown FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
SaratogaThis 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.
Smead 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.
Freedom 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.
LyricalBad 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.
PMC 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.
MuzinichSeriously? 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.
Sands CapitalSeriously? 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.
SchroderThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
361 FundsSorry, this firm is only included in Pro Search.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 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.
AltegrisThis 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.
KopernikIf 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.
New CovenantThis 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.
Fuller & ThalerSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Hancock HorizonThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
KeeleyIf 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.
Power Mutual FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
LeutholdSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
HodgesPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Timothy PlanSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
RMB FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
EquinoxThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
LKCMPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
BlackRock / iShares ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
Vanguard ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
State Street Global Advisors (SSGA) ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
Invesco ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
Charles Schwab ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
First Trust ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
WisdomTree ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
VanEck ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
ProShares ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
PIMCO ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
JPMorgan ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
Northern Trust (Flexshares) ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
ALPS ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
Deutsche Bank (Xtrackers) ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
Fidelity ETFsETFs are available through Pro SearchClick here if you want to read more about Pro Search.
Goldman Sachs ETFsETFs are available through Pro SearchClick 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.