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
Vanguard2017 estimates found on 11/11/2017. Click here for information.One fund has an estimated distribution higher than 10%.
Fidelity Investments2017 estimates found on 10/29/2017. Click here for information.Eleven funds have distribution estimates higher than 10%.
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.Seven funds have distribution estimates higher than 10%.
Dimensional Fund Advisors (DFA)2017 estimates found on 11/06/2017. Click here for information.Two funds have distribution estimates higher than 10%.
JPMorgan2017 estimates found on 10/14/2017. Click here for information.Five funds have distribution estimates higher than 10%.
Pimco Funds2017 estimates found on 11/11/2017. Click here for information.Three funds have distribution estimates higher than 10%.
Pimco EqS Funds2017 estimates found on 11/11/2017. Click here for information.
BlackRock2017 estimates found on 11/05/2017. Click here for information.BlackRock Advantage Large Cap Core Fund has an estimated distribution higher than 30%. BlackRock Advantage Global Fund has an estimate higher than 20%. Eight other funds have estimates higher than 10%.
MFS2017 estimates found on 10/10/2017. Click here for information.
Dodge & Cox2017 estimates found on 11/08/2017. Click here for information.
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%.
Invesco2017 estimates found on 10/26/2017. Click here for information.Seven funds have distribution estimates higher than 10%.
TIAA 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.
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.
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.
Janus HendersonThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Lord AbbettYou'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 FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Legg MasonIf 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.
SEIThis 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.
VoyaPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Wells Fargo FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Prudential Funds (PGIM Investments)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.
Metropolitan West 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.
Goldman SachsThis 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.
OakmarkSeriously? 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.
First EagleThis firm is only included in the extended list available through 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.
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.
AllianceBernstein (AB)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.
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.
NuveenSeriously? 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.
HarborPro Search to the rescue! This firm is included there.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.
PutnamGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
FederatedThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
DreyfusGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
MainStaySorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
ThriventIf 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.
Natixis 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.
Northern 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.
ArtisanPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Delaware 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.
TransamericaGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
ThornburgPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Bridge BuilderThis 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.
VirtusThis 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.
Deutsche Asset 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.
Pioneer InvestmentsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
RussellThis 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.
Ivy FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
BairdThis 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.
Neuberger BermanGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
AQR FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
AMG 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.
LazardGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
VictorySeriously? 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.
Old WestburyPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Morgan StanleyYou'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 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 BeaconThis 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.
MassMutualSeriously? 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 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.
Waddell & ReedPro Search to the rescue! This firm is included there.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.
FPAGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
ParnassusThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
NationwideThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Guggenheim 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.
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.
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 LoevnerBad 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 FarmPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Loomis Sayles FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Allianz 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.
GuideStone 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 AdvisorsIf 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.
TCWGosh! This is one of the firms available only through Pro Search.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.
AIGSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
FMI FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Diamond Hill FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
AlgerThis 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.
William BlairThis 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.
TouchstonePro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
GabelliBad 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.
AberdeenIf 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.
GE Asset 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.
IVA FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
CausewaySeriously? 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.
GlenmedeBad 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 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.
Boston 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.
Tweedy, BrowneSeriously? 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.
BBHThis 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.
Calvert 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.
First InvestorsSeriously? 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.
EdgewoodThis 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.
UBS Asset 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.
Pacific Funds Series TrustThis 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.
Brown Advisory FundsPro Search to the rescue! This firm is included there.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.
Manning & NapierYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Eagle 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.
Baillie Gifford FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
WasatchYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Destinations 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.
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 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.
JOHCM FundsPro 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.
Sterling Capital 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.
City National RochdaleGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Pax WorldSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
HennessyPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Hotchkis & WileyYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
OsterweisThis 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.
JensenPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
AkreThis 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.
Angel OakSeriously? 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 & 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.
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.
ScoutGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
SentinelThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
BlackstoneBad 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.
Van EckGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
DriehausBad 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.
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.
BrandesPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
WCM Investment 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.
Rydex 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.
Ariel InvestmentsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Cambiar FundsSorry, this firm is only 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.
SequoiaYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Laudus 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.
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.
BuffaloPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
WestwoodYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Capital Guardian Trust CompanyGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
AquilaThis 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.
Brown Capital ManagementYou'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.
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.
James AdvantageThis 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.
Salient 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.
Pear Tree FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Liberty StreetThis firm is only included in the extended list available through 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.
Tortoise Capital 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.
MeridianBad 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.
Litman Gregory Masters FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Westchester Capital (Merger)Pro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
TocquevilleSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Amana (Saturna)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.
Grandeur Peak 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.
Champlain 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.
SwanSeriously? 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.
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.
SitYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Thompson IM Funds IncGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Permanent PortfolioSorry, this firm is only included in 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 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.
FairholmeGosh! This is one of the firms available only through 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.
GothamIf 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.
BridgewayPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
RiverNorth 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.
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.
CommerceIf 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.
CornerstoneSeriously? 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.
Vulcan Value 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.
Cullen Funds TrustThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
LSV 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.
Selected 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.
CGMSorry, this firm is only included in Pro Search.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.
RiverPark 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.
Community Capital ManagementSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Arbitrage FundGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
DominiGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Sound ShorePro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Value LineSeriously? 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.
OberweisPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
WestcoreGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Frontier 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.
Chartwell Investment Partners (Berwyn)This 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.
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.
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 ManagementSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
ALPSPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Ave Maria 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.
CRMPro 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.
GuideMarkThis 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.
MainGate TrustSorry, this firm is only included in 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.
AshmoreThis 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 CapitalYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
DavenportThis 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.
FAMIf 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.
EmeraldThis 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.
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.
Boston Trust & Walden 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.
Oak Ridge 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.
AdvisorOne 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.
HeartlandGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Marsico Investment 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.
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.
Praxis 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.
DupreeThis 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.
Sierra 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.
Advisory ResearchBad 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.
Meeder FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Wilshire 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.
Johnson Mutual FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Tributary FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Hancock HorizonSeriously? 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.
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.
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.
Shelton Capital 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.
Conestoga 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.
KopernikSeriously? 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.
LeutholdThis firm is only included in the extended list available through 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.
Acadian FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Sands CapitalThis firm is only included in the extended list available through 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.
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.
Clipper FundPro Search to the rescue! This firm is included there.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.
Dunham FundsThis firm is only included in the extended list available through 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 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.
LyricalThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Oak AssociatesBad 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.
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.
AltegrisIf 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.
BlackRock/iShares ETFsYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Vanguard ETFsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
State Street Global Advisors ETFsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Invesco PowerShares ETFsThis 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.
Charles Schwab ETFsThis 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 Trust ETFsThis 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.
WisdomTree ETFsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Guggenheim ETFsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
VanEck ETFsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
ProShares ETFsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Northern Trust ETFsIf 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.
PIMCO ETFsIf 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.
ALPS ETFsThis 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.
Deutsche Bank ETFsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Direxion ETFsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Fidelity ETFsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Global X ETFsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Goldman Sachs ETFsThis 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.
JPMorgan ETFsThis 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.
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.