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.
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 HancockThis 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.
InvescoThis 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.
ColumbiaSeriously? 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.
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 only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
American Century 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.
Hartford Mutual FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Legg 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.
PGIM Funds (Prudential)Pro Search to the rescue! This firm is included there.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.
VoyaSorry, this firm is only 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.
OakmarkGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Schwab 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.
Wells Fargo FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Eaton VanceYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Metropolitan West FundsSorry, this firm is only included in 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 EaglePro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
PutnamThis 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.
USAAThis 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.
FederatedBad 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.
Bridge BuilderPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Ivy 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.
DreyfusYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
HarborIf 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.
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.
Natixis 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.
Northern 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.
ArtisanThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Delaware 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.
BairdThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
VirtusPro Search to the rescue! This firm is included there.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.
ThornburgYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
RussellIf 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.
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.
MassMutualThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Neuberger BermanYou'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.
DWS 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.
PRIMECAP Odyssey 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.
VictoryIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
AMG 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.
AQR FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
State Street Global AdvisorsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
American BeaconSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
Great-West FundsBad news, good news. Bad: this firm is not available here. Good: this firm is included in Pro Search.Click here if you want to read more about Pro Search.
LazardThis 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.
Matthews Asia FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
ParnassusIf 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.
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 LoevnerYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
NationwideGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
FPAIf 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 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.
ThriventThis 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 FarmGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
GuideStone FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Allianz FundsPro Search to the rescue! This firm is included there.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.
TouchstoneGosh! This is one of the firms available only through Pro Search.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.
BNY Mellon 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.
Carillon Family of FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
AIGGosh! This is one of the firms available only 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.
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 FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
William BlairSeriously? 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.
FMI 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.
EdgewoodPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
GlenmedeYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
CausewaySorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Calvert InvestmentsThis firm is only included in the extended list available through 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 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.
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.
Boston PartnersSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
IVA 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.
First InvestorsThis 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.
RoyceGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
UBS 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.
UBS PACEThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
Tweedy, BrowneSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Destinations FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
BBHIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
JOHCM 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.
Brown Advisory FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
WasatchPro Search to the rescue! This firm is included there.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.
Longleaf 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.
Baillie Gifford FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
AkreSeriously? 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.
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 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.
Sterling Capital FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Angel OakGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
PaydenfundsThis 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.
Manning & NapierSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Pacific Funds Series TrustIf 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.
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.
JensenThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
OsterweisBad 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.
Pax WorldThis firm is only included in the extended list available through 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.
HennessyIf 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.
BlackstoneSorry, this firm is only 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.
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.
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.
City National RochdaleThis 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 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.
VanEckSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Brookfield Investment 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.
SA 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.
Pear Tree FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
NicholasThis 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.
Ariel InvestmentsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Champlain 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.
MeridianPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
BuffaloGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
SequoiaThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Laudus 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 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.
WestwoodThis 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.
PNC FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Frost 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.
LSV FundIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
AspiriantThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Cambiar 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.
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.
BrandesThis 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.
Navigator 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.
Thompson IM Funds IncPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Amana (Saturna)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.
AquilaSeriously? 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.
BridgewaySeriously? 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.
Grandeur Peak FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
SwanPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Eventide FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Third AvenuePro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
GothamThis firm is only included in the extended list available through 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.
Litman Gregory Masters FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
ProFundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
SitSeriously? This firm is not large enough to be included for free, but is included in Pro Search.Click here if you want to read more about Pro Search.
TocquevilleGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Segall Bryant & HamillGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
Conestoga Capital AdvisorsYou'll need access to the Pro Search to find information for this firm.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 only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Polen CapitalThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
AlphaCentric FundsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
CommerceThis 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.
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.
Cullen Funds TrustPro Search to the rescue! This firm is included there.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 PartnersPro Search to the rescue! This firm is included there.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.
AshmorePro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Chiron Investment ManagementBad 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.
GuideMarkYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Stone HarborIf 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.
AT 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.
DominiPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Permanent PortfolioGosh! This is one of the firms available only through Pro Search.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.
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 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.
OberweisYou'll need access to the Pro Search to find information for this firm.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 FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Frontier 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.
Sound ShoreSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Fiera 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.
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.
RiverNorth 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.
EmeraldSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
The Pacific Financial GroupThis 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.
Community 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.
CGMThis 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.
Madison FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Arbitrage FundThis firm is not big enough to be included in the Free Search, however it is included in the Pro Search.Click here if you want to read more about Pro Search.
CRMSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
DavenportPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Chartwell Investment PartnersPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Meeder FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
PT Asset Management, LLC (PTAM)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.
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.
FAMSeriously? 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.
RiverPark 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.
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.
MainGate TrustIf 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.
Sierra TrustPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Teton Westwood 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 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.
KineticsGosh! This is one of the firms available only through Pro Search.Click here if you want to read more about Pro Search.
FairholmeSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
Horizon 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.
AdvisorOne 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.
LoCorr 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.
CongressPro Search to the rescue! This firm is included there.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.
Praxis 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.
Shelton Capital ManagementBad 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.
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.
HeartlandPro Search to the rescue! This firm is included there.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 FundsIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Dunham FundsThis is one of the 230+ fund firms that are not available for free, but are available in the Pro Search section.Click here if you want to read more about Pro Search.
Crossmark Steward FundsIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
Nuance 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 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.
Miller InvestmentYou'll need access to the Pro Search to find information for this firm.Click here if you want to read more about Pro Search.
Yorktown 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.
SaratogaThis 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.
Smead FundsPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Freedom FundsThis firm is only included in the extended list available through 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 FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
MuzinichBad 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.
Sands CapitalIf you want information for this firm, you'll need to get access to Pro Search.Click here if you want to read more about Pro Search.
SchroderThis 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.
361 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.
Acadian FundsThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Clipper 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.
Barings FundsSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
AltegrisGosh! This is one of the firms available only through Pro Search.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 CovenantIf 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.
Fuller & ThalerPro Search to the rescue! This firm is included there.Click here if you want to read more about Pro Search.
Hancock HorizonSorry, this firm is only included in Pro Search.Click here if you want to read more about Pro Search.
KeeleyThis firm is only included in the extended list available through Pro Search.Click here if you want to read more about Pro Search.
Power 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.
LeutholdThis firm is only included in the extended list available through 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 PlanThis 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.
RMB 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.
EquinoxBad 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.
LKCMSorry, this firm is only included in 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.