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 Funds2017 estimates found on 09/25/2017. Click here for information.
T. Rowe Price2017 estimates found on 10/13/2017. Click here for information.Seven funds have distribution estimates higher than 10%.
Franklin Templeton Investments2017 estimates found on 09/27/2017. Click here for information.Two funds have distribution estimates higher than 10%.
Dimensional Fund AdvisorsNot found.
JPMorgan2017 estimates found on 10/14/2017. Click here for information.Five funds have distribution estimates higher than 10%.
PimcoNot found.
BlackRockNot found.
MFS2017 estimates found on 10/10/2017. Click here for information.
Dodge & CoxNot found.
OppenheimerFunds2017 estimates found on 10/20/2017. Click here for information.Three funds have distribution estimates higher than 10%.
John Hancock2017 estimates found on 10/18/2017. Click here for information.Seven funds have distribution estimates higher than 10%.
Principal Funds2017 estimates found on 10/02/2017. Click here for information.Principal LargeCap Growth has an estimated distribution higher than 20%. Five other funds have estimates higher than 10%.
InvescoNot found.
TIAA InvestmentsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
ColumbiaIf 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 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.
Janus HendersonThis 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.
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.
Hartford 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.
Legg MasonBad 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.
SEIThis 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.
VoyaThis 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.
Wells Fargo FundsYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Prudential Funds (PGIM Investments)This firm is only included in the extended list available through 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.
Goldman SachsSorry, this firm is only inlcuded 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.
First EagleThis 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.
Eaton VanceThis 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.
DoubleLineIf 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.
AllianceBernsteinGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Schwab FundsSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
NuveenPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
HarborYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
USAASeriously? 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.
PutnamThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
FederatedThis 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.
DreyfusYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
MainStaySeriously? 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.
ThriventThis 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 inlcuded there.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.
ArtisanGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Delaware FundsSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
TransamericaBad 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.
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.
Bridge BuilderGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
VirtusPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
Deutsche Asset ManagementSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
Pioneer InvestmentsGosh! This is one of the firms available only through 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.
Ivy 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.
BairdGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Neuberger BermanPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
AQR 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.
AMG FundsGosh! This is one of the firms available only 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.
VictoryYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Old WestburySorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
Morgan StanleyIf 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.
Great-West FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
American BeaconGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
MassMutualBad 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.
Matthews Asia 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.
Waddell & ReedThis 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.
PRIMECAP Odyssey FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
FPASeriously? 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.
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.
NationwidePro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
Guggenheim InvestmentsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Cohen & SteersBad 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.
Baron Capital GroupThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Harding LoevnerPro Search to the rescue! This firm is inlcuded there.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.
Loomis Sayles FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Allianz 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.
GuideStone 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.
State Street Global AdvisorsSeriously? 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.
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.
BNY Mellon FundsSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
AIGSorry, this firm is only inlcuded 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.
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.
AlgerSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
William BlairThis 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.
Davis FundsSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
TouchstoneSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
GabelliIf 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.
AberdeenThis 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.
GE Asset ManagementGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
IVA FundsYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
CausewayPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
GlenmedeThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
RoyceThis 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 PartnersSorry, this firm is only inlcuded in 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.
BBHPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
CalamosPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
Calvert 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.
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.
EdgewoodSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
UBS Asset ManagementSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
Pacific Funds Series TrustSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
Brown Advisory FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Longleaf 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.
Manning & NapierSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
Eagle 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.
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.
WasatchYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Destinations 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.
Credit SuisseSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
BMO 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.
JOHCM 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.
RBB 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.
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.
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.
City National RochdaleSeriously? 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.
Pax WorldYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
HennessyThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Hotchkis & WileyThis 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.
OsterweisYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
JensenThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
AkreGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Angel OakThis 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.
Mairs & PowerBad 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.
Catalyst Mutual 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.
ScoutSeriously? 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.
SentinelPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
BlackstoneIf 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.
Van EckThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
DriehausThis 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.
NicholasThis firm is only included in the extended list available through 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.
BrandesThis 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 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.
Rydex 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.
Ariel 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.
Cambiar FundsSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
PNC 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.
SequoiaSorry, this firm is only inlcuded in Pro Search.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.
WeitzSeriously? 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.
BuffaloYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
WestwoodThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Capital Guardian Trust CompanyPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
AquilaBad 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.
Brown Capital ManagementIf 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.
Third AvenueThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Frost FundsSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
James AdvantagePro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
Salient 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.
Pear Tree 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.
Liberty StreetBad 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.
HomesteadThis 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 AdvisorsThis 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.
MeridianThis firm is only included in the extended list available through Pro Search.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.
Westchester Capital (Merger)Gosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
TocquevillePro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
AmanaBad 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.
Grandeur Peak FundsYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Champlain 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.
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.
AspiriantSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
SitIf 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.
Thompson IM Funds IncIf 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.
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.
Seafarer 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.
Highland 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.
FairholmeThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Wilmington FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
GothamSeriously? 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.
BridgewayGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
RiverNorth FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Capital GroupPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
CommerceGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
CornerstoneGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Vulcan Value PartnersGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Cullen Funds TrustThis 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.
LSV 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.
Selected FundsPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
CGMPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
ProFundsThis 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.
RiverPark FundsPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
Community Capital ManagementThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Arbitrage FundThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
DominiThis 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.
Sound ShoreBad 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.
Value LineThis 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.
OberweisThis 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.
WestcoreSeriously? 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.
Frontier 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.
Chartwell Investment PartnersBad 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.
LoCorr FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
AlpineThis 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 only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
ALPSSeriously? 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.
Ave Maria Mutual FundsYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
CRMPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
Madison FundsPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
GuideMarkThis 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.
MainGate TrustYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Eventide FundsSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
AshmoreSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
Polen CapitalThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
DavenportYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
FAMSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
EmeraldSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
Miller Value 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.
Boston Trust & Walden FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Oak Ridge 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.
AdvisorOne FundsSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
HeartlandIf 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 FundGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Teton Westwood 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.
Praxis Mutual FundsPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
DupreeSeriously? 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.
Sierra TrustYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Advisory ResearchThis 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.
Meeder 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.
Wilshire 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.
Johnson 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.
Tributary FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Miller InvestmentSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
Trust for Professional Mgrs (PTIA)This firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Spirit of AmericaIf 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 HorizonThis 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.
KeeleyBad 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.
Smead 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.
Shelton Capital ManagementSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
Conestoga Capital AdvisorsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
KopernikThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
LeutholdPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
HodgesYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Acadian 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.
Sands CapitalGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
KineticsYou'll need acess to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
SchroderGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Clipper FundSorry, this firm is only inlcuded in Pro Search.Click here if you want to read more about Pro Search.
New CovenantThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Dunham 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.
Yorktown 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 InvestmentsPro Search to the rescue! This firm is inlcuded there.Click here if you want to read more about Pro Search.
SemperThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
LyricalYou'll need acess 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 inlcuded in Pro Search.Click here if you want to read more about Pro Search.
361 FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
AltegrisYou'll need acess to the Pro Search to find information for this firm.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.