MUTUAL FUND INVESTMENT

Brand Owner (click to sort) Address Description
1789 FUNDS Pinnacle Capital Management Funds Trust 507 Plum St., Suite 120 Syracuse NY 13204 Mutual fund investment; investment management services;FUNDS;
A WORLD OF INVESTING PUTNAM RETAIL MANAGEMENT, LP 100 Federal St Boston MA 02110 Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance;INVESTING;
A WORLD OF INVESTING FOR COLLEGE PUTNAM RETAIL MANAGEMENT, LP 100 Federal St Boston MA 02110 Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance;INVESTING FOR COLLEGE;
A WORLD OF INVESTING FOR RETIREMENT PUTNAM RETAIL MANAGEMENT, LP 100 Federal St Boston MA 02110 Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance;INVESTING FOR RETIREMENT;
ABSOLUTE RETURN 100 FUND PUTNAM RETAIL MANAGEMENT, LP 100 Federal St Boston MA 02110 Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance;ABSOLUTE RETURN AND FUND;
ABSOLUTE RETURN 300 FUND PUTNAM RETAIL MANAGEMENT, LP 100 Federal St Boston MA 02110 Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance;ABSOLUTE RETURN AND FUND;
ABSOLUTE RETURN 500 FUND PUTNAM RETAIL MANAGEMENT, LP 100 Federal St Boston MA 02110 Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance;ABSOLUTE RETURN AND FUND;
ABSOLUTE RETURN 700 FUND PUTNAM RETAIL MANAGEMENT, LP 100 Federal St Boston MA 02110 Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance;ABSOLUTE RETURN AND FUND;
ACM CONVERTIBLE SECURITIES FUND Ariston Capital Management Corporation 40 Lake Bellevue Drive, Suite 220 Bellevue WA 98005 Mutual Fund Investment;
ACM MUTUAL FUNDS Ariston Capital Management Corp. 40 Lake Bellevue Drive, Suite 220 Bellevue WA 98005 MUTUAL FUND INVESTMENT;
AETNA ASCENT AETNA LIFE AND CASUALTY COMPANY 151 FARMINGTON AVENUE HARTFORD CT 06156 mutual fund investment;
AETNA CROSSROADS AETNA LIFE AND CASUALTY COMPANY 151 FARMINGTON AVENUE HARTFORD CT 06156 mutual fund investment;
AETNA GENERATION FUNDS AETNA LIFE AND CASUALTY COMPANY 151 FARMINGTON AVENUE HARTFORD CT 06156 mutual fund investment;FUNDS;
AETNA LEGACY AETNA LIFE AND CASUALTY COMPANY 151 FARMINGTON AVENUE HARTFORD CT 06156 mutual fund investment;
ALTERNATIVE ACCESS FUND Parrillo, Andrew D. c/o Newport Capital Advisors, Inc. 500 Victory Rd., Marina Bay North Quincy MA 02171 Mutual fund investment;FUND;
AMERICA'S RETIREMENT PAYCHECK PUTNAM RETAIL MANAGEMENT LP One Post Office Square Boston MA 02109 Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; providing financial news and information, information about financial retirement planning, financial investment account information, research in the fields of financial investment and finance, and information about mutual fund performance;RETIREMENT;
AMERICA'S SOURCE FOR NO LOAD MUTUAL FUNDS 1-800-No Loads, Inc. 9400 North Central Expressway, Suite 305 Dallas TX 75231 mutual fund investment, distribution and brokerage services;NO LOAD MUTUAL FUNDS;
AMERISERV PREMIER EQUITY FUND AMERISERV FINANCIAL, INC. 216 Franklin Street Johnstown PA 15901 Mutual Fund Investment;AMERICA SERVE PREMIER EQUITY FUND;PREMIER EQUITY FUND;
ARE YOU IN Alger Associates, Inc. 360 Park Avenue South New York NY 10010 mutual fund investment, stock brokerage, financial management and investment advice;
ARK FUNDS DISTRIBUTORS Allfirst Bank, N.A. 100 East Pratt Street Baltimore MD 21202 MUTUAL FUND INVESTMENT, DISTRIBUTION AND BROKERAGE SERVICES;FUNDS DISTRIBUTORS;
ASCENDANT TECHNOLOGY FUND Wood Roberts 5847 San Felipe Road Suite 2850 Houston TX 77057 Mutual fund investment;TECHNOLOGY FUND;
BRIDGEBUILDER Edward D. Jones & Co. L. P. 12555 Manchester Road St. Louis MO 63131 Mutual fund investment;BRIDGE BUILDER;
BRIGHT IDEAS THE PRUDENTIAL INSURANCE COMPANY OF AMERICA 751 Broad Street Newark NJ 07102 Mutual fund investment, brokerage and distribution services; investment management services; financial portfolio management services;
CALVERT SOCIAL INDEX CALVERT RESEARCH AND MANAGEMENT TWO INTERNATIONAL PLACE BOSTON MA 02110 Mutual fund investment;AS TO CALVERT;SOCIAL INDEX;
COLLEGE OF INTELLIGENT ADVISORS Worthington Capital Management 6075 Poplar Avenue, Suite 221 Memphis TN 38119 Mutual fund investment;ADVISORS;
COLLEGE OF INTELLIGENT INVESTING Worthington Capital Management 6075 Poplar Avenue, Suite 221 Memphis TN 38119 Mutual fund investment;INVESTING;
COLORADO GROWTH FUND Keefner, Fritz 7010 Indian Peaks Trail Boulder CO 80301 mutual fund investment;
CONDUCTOR FUNDS IronHorse Holdings Suite 450 555 Perkins Extended Memphis TN 38117 Mutual fund investment; Hedge fund investment services; Mutual fund brokerage; Operation and management of hedge funds, mutual funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities;FUNDS;
CONDUCTOR GLOBAL FUND IronHorse Holdings Suite 450 555 Perkins Extended Memphis TN 38117 Mutual fund investment; Mutual fund brokerage; Operation and management of mutual funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities;GLOBAL FUND;
CONESTOGA FUNDS Conestoga Capital Advisors 259 N. Radnor Chester Rd. Suite 120 Radnor PA 19087 Mutual fund investment;FUNDS;
CONESTOGA FUNDS Conestoga Capital Advisors 550 E. Swedesford Rd. Suite 120 Wayne PA 19087 Mutual fund investment;FUNDS;
CONESTOGA FUNDS Conestoga Capital Advisors Suite 120 550 Swedesford Road Wayne PA 19087 Mutual fund investment;FUNDS;
CONESTOGA MID CAP FUND Conestoga Capital Advisors 550 E. Swedesford Rd. Suite 120 Wayne PA 19087 Mutual fund investment;MID CAP FUND;
CONESTOGA SMALL CAP FUND Conestoga Capital Advisors 259 N. Radnor Chester Rd. Suite 120 Radnor PA 19087 Mutual fund investment;SMALL CAP FUND;
CONESTOGA SMALL CAP FUND Conestoga Capital Advisors Suite 120 550 Swedesford Road Wayne PA 19087 Mutual fund investment;SMALL CAP FUND;
CONESTOGA SMALL CAP FUND Conestoga Capital Advisors Suite 120 550 Swedesford Road Wayne PA 19087 Mutual fund investment;SMALL CAP FUND;
CRA FUND CCM COMMUNITY IMPACT BOND FUND Suite 520 261 North University Drive Plantation FL 33324 Mutual fund investment;COMMUNITY REINVESTMENT ACT FUND;FUND;
CRA FUND The Community Reinvestment Act Qualified Investment Fund Drinker Biddle & Reath LLP 1500 K Street, N.W. Washington DC 200051209 Mutual fund investment;COMMUNITY REINVESTMENT ACT FUND;FUND;
DARUMA DARUMA CAPITAL MANAGEMENT 80 WEST 40TH STREET, 9TH FLOOR NEW YORK NY 10018 [ mutual fund investment and ] financial research;DARUMA is a Japanese folk symbol representing good fortune.;
DARUMA DARUMA ASSET MANAGEMENT, INC. 80 WEST 40TH STREET 9TH FLOOR NEW YORK NY 10018 [ mutual fund investment and ] financial research;DARUMA is a Japanese folk symbol representing good fortune.;
DARUMA DARUMA FUNDS, INC., THE 237 Park Avenue, Ste. 801 New York NY 10017 [ mutual fund investment and ] financial research;DARUMA is a Japanese folk symbol representing good fortune.;
DECISIONS T. ROWE PRICE GROUP, INC. 100 East Pratt Street Baltimore MD 21202 Mutual fund investment; and administration of employee benefit plans;
DISTINCTIVELY ACTIVE TOUCHSTONE ADVISORS, INC. 303 BROADWAY CINCINNATI OH 45202 Mutual fund investment;ACTIVE;
DRYDEN PRUDENTIAL INSURANCE COMPANY OF AMERICA, THE 751 Broad Street Newark NJ 07102 [ Mutual fund investment, brokerage and distribution services; ] investment management services; investment advisory services; portfolio management services [ ; purchase and sale of assets and securities for others; fiduciary representative services; financial valuation of assets and securities for others; financial research services; providing financial account and investment information by means of a global computer network ];
EAST END MUTUAL FUNDS INC. EAST END MUTUAL FUNDS, INC. 736 West End Avenue, Suite 3A NEW YORK NY 10025 mutual fund investment;MUTUAL FUND INC.;
EDISON The Edison Companies 382 NE 191st Street #24148 Miami FL 33179 Mutual fund investment; Fund investment consultation; Management of a capital investment fund; Private equity fund investment services; Hedge fund investment services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Incubation services, namely, providing financing to freelancers, start-ups, existing businesses and non-profits, and providing, facilitating and arranging for financing, equity capital investment and debt investment and providing strategic financial advisory services to emerging and start-up companies and entrepreneurs; Investment services, namely, venture capital funding services to emerging and start-up companies;Business accelerator services, namely, business consulting in the field of emerging and startup companies; Providing business development assistance and business management services to emerging and startup companies; Incubation services, namely, providing work space containing business equipment to freelancers, start-ups, existing businesses and non-profits;
ENSEMBLE FUND ENSEMBLE CAPITAL MANAGEMENT 1350 Bayshore Hwy, Ste 460 Burlingame CA 94010 Mutual fund investment;FUND;
EPIPHANY FUNDS Epiphany Funds PO Box 121185 Arlington TX 76012 Mutual fund investment;FUNDS;
EPIPHANY FUNDS The trustees of the Epiphany Funds Trust www.iwpcapital.com 200 N Mesquite Street, Suite 205 Arlington TX 76011 Mutual fund investment;FUNDS;
EXPECT MORE FROM RETIREMENT PUTNAM RETAIL MANAGEMENT, LP 100 Federal St Boston MA 02110 Mutual fund investment, administration, distribution, brokerage, and investment advisory services; financial services, namely, investment management, financial management, financial analysis, consultation, and financial planning services; financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, or other types of financial investments; management of portfolios comprising securities; financial services, namely, mutual fund, sector fund and exchange traded fund investment services; financial services, namely, financial planning, wealth planning, financial asset management, and financial asset protection; financial services, namely, investment planning for retirement; financial services, namely, financial analysis, consultation, management and planning services; retirement plan administration services; financial administration and investment management services; providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance; providing financial information by electronic means;
EXPERIENCE RESEARCH DISCIPLINE PRUDENTIAL INSURANCE COMPANY OF AMERICA, THE 751 Broad Street Newark NJ 07102 Mutual fund investment, brokerage and distribution services; investment management services; investment advisory services; portfolio management services; purchase and sale of assets and securities for others; fiduciary representative services; financial valuation of assets and securities for others; financial research services; providing financial account and investment information by means of a global computer network;RESEARCH;
FINANCIAL SERVICES COMPANY OF THE MILLENNIUM Ryan, Matthew J. 125 South Road PO Box 56 Cropseyville NY 10052 Mutual fund investment; mutual fund brokerage; insurance brokerage in the field of life and disability insurance; investment brokerage; annuity underwriting; investment management; investment consultation;FINANCIAL SERVICES COMPANY;
FLORIDA CASH SOLUTIONS Wertz York Capital Management Group 5502 N. Nebraska Avenue Tampa FL 33604 Mutual fund investment;
FOLLOW THE STAR Epiphany Funds PO Box 121185 Arlington TX 76012 Mutual fund investment;
FORUM FINANCIAL GROUP FORUM FINANCIAL GROUP, LIMITED LIABILITY COMPANY TWO PORTLAND SQUARE PORTLAND ME 04101 mutual fund investment, distribution and brokerage services;FINANCIAL GROUP;
FOUNTAINHEAD SPECIAL VALUE FUND KING INVESTMENT ADVISORS, INC. 1980 Post Oak Boulevard, Suite 2400 Houston TX 770563898 Mutual fund investment;
FUNDS FOR LIVING New York Life Insurance Company 51 Madison Avenue New York NY 10010 mutual fund investment; retirement fund investment; investment consultation; fund investment consultation; retirement investment consultation;
FUNDS FOR THE INFORMED INVESTOR UAM Fund Services, Inc. 211 Congress Street, 4th Floor Boston MA 02110 mutual fund investment, namely, management, administration, and marketing of mutual funds;FUNDS and INVESTOR;
GALAXY FUNDS BANK OF AMERICA CORPORATION 100 North Tryon Street Charlotte NC 28255 Mutual fund investment;FUNDS;
GALAXY FUNDS BANK OF AMERICA CORPORATION 100 North Tryon Street Charlotte NC 28255 Mutual fund investment;FUNDS;
GALAXY GROWTH OPPORTUNITIES FUND FLEETBOSTON FINANCIAL CORPORATION 100 Federal Street Boston MA 02110 Mutual fund investment;GROWTH OPPORTUNITIES FUND;
GALLERY TRUST Mondrian Investment Partners (U.S.), Inc. 201 King of Prussia Road, Suite 620 Radnor PA 190875147 Mutual fund investment, Investment management, Financial asset management;TRUST;
GESTRON GESTRON ASSET MANAGEMENT S.A. 5 rue Jean Monnet Luxembourg L-2180 Luxembourg Mutual fund investment; Mutual fund distribution; Fund investment consultation; Venture capital fund management; Management of a capital investment fund; Hedge fund investment services; Mutual fund planning services; Mutual fund advisory services; Mutual fund analysis services; Mutual fund development services; Private equity fund investment services; Financial services, namely, investment fund transfer and transaction services; Investment of funds; Investment of funds for others; Funds verification services; Mutual funds and capital investment; Management of private equity funds; Establishing mutual funds for others; Advisory services relating to mutual funds; Providing venture capital, development capital, private equity and investment funding; Venture capital funding services to emerging and start-up companies; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Estate trust management; Financial management; Financial risk management; Financial portfolio management; Financial asset management; Financial risk management consultation; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; wealth management services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; administrative preparation of financial management reports and financial performance reports, namely, presenting financial analysis of the recent growth or decline in family fortunes; Investment management, namely, administrative coordination services between investment assets; business brokerage services and related consulting related to business sales, mergers, and business valuations; estate planning, namely, the establishment of a commercial and administrative strategy for business owners;Business services, namely, matching potential private investors with entrepreneurs needing funding; Business information services, via a website; Economic forecasts; preparation of tax declarations; bookkeeping; cost price analysis; business appraisals; administrative preparation of financial management reports and business performance reports, namely, presenting the assessment of the evolution of the management of family fortunes, for others for business or commercial purposes; business advice and consultancy for businesses relating to the sale, merger, acquisition, transfer and restructuring of companies or holdings; business management services in the nature of administrative support services, namely, administrative preparation of financial management reports and business performance reports, for mergers and acquisitions; Accounting services for pension funds;Legal services, security services for the protection of property and individuals; legal research, particularly in matters of wealth management, fiduciary services and accounting; legal services, in particular relating to wealth management, fiduciary services and accounting; mediation services, litigation services and arbitration services within the framework of the prevention of family interactions, in particular on personal and financial plans; mediation services, namely, simplification and facilitation of family interactions and mediation services for the settlement of disputes concerning family interactions; legal research; legal watch services;
GLOBAL ATLANTIC INVESTMENT ADVISORS GLOBAL ATLANTIC FINANCIAL COMPANY 30 Hudson Yards New York NY 10001 mutual fund investment; financial consulting services, namely, advising businesses regarding investments in mutual funds, portfolio planning, and investment planning;GLOBAL AND INVESTMENT ADVISORS;
GRAND PRIX INVESTORS FUND Foti, John 42125 Shadow Hills Dr Lancaster CA 93536 Mutual fund investment;INVESTORS FUND;
GREENLEAF INCOME GROWTH FUND 42 Investment Advisory Group Suite 3091 29525 Chagrin Blvd. Pepper Pike OH 44122 Mutual fund investment;GREEN LEAF INCOME GROWTH FUND;
GROWN-UP FUND Wedington Capital Group 540 Hillrise Place Walnut Creek CA 94598 Mutual fund investment; Private equity fund investment services;FUND;
HARTFORD WORLD ADVANTAGE INCOME ASSURANCE BENEFIT Hartford Fire Insurance Company One Hartford Plaza Hartford CT 06155 mutual fund investment, namely, providing a mutual fund with an optional guaranteed withdrawal benefit;as to HARTFORD;INCOME ASSURANCE BENEFIT;
HLS Hartford Fire Insurance Company One Hartford Plaza Hartford CT 06155 Mutual fund investment; Mutual fund planning services; Advisory services relating to mutual funds; Establishing mutual funds for others;
INSPIRED BY CHANGE, DRIVEN BY GROWTH Alger Associates, Inc. 360 Park Avenue South New York NY 10010 Mutual fund investment, stock brokerage, financial management and investment advice;
INTECH COLLARED LONG/SHORT FUND JANUS INTERNATIONAL HOLDING Attn: Amber Sanders 151 Detroit Street Denver CO 80206 Mutual fund investment;IN TECH COLLARED LONG/SHORT FUND;
INVEST WITH STYLE AMERICAN INTERNATIONAL GROUP, INC. AIG (Intellectual Property Legal) PO Box 728 New York NY 101080728 mutual fund investment, mutual fund brokerage, mutual fund distribution and management of mutual funds;
JANUSLABS JANUS INTERNATIONAL HOLDING Attn: Amber Sanders 151 Detroit Street Denver CO 80206 Mutual fund investment;
JENNISONDRYDEN PRUDENTIAL INSURANCE COMPANY OF AMERICA, THE 751 Broad Street Newark NJ 07102 Mutual fund investment, brokerage and distribution services; investment management services; investment advisory services; portfolio management services; purchase and sale of assets and securities for others; fiduciary representative services; financial valuation of assets and securities for others; financial research services; providing financial account and investment information by means of a global computer network;JENNISON DRY DEN;
LAUDATO SI IMPACT FUND Right Now! Foundation 2A Grenslaan, Aerdenhout Gemeente Bloemendaal 2111GH Netherlands Mutual fund investment;
LEGACY Bremer Investment Funds, Inc. PO Box 1956 St. Cloud MN 56302 mutual fund investment;
LEGACY MINNESOTA MUNICIPAL BOND FUND Bremer Investment Funds, Inc. PO Box 1956 St. Cloud MN 56302 mutual fund investment;MINNESOTA MUNICIPAL BOND FUND;
LIBERTY COVE INVESTORS Liberty Cove 4th Floor 470 Atlantic Ave Boston MA 02210 Mutual fund investment;INVESTORS;
LIFE BT&T TIMELIFE AG Rötelistrasse 16 CH-9000 St. Gallen Switzerland Mutual fund investment, namely, creating financial added value through appraisal of, and investment in, industries in the information, food, environment and health sectors;TIMELIFE; TIME LIFE;
LIFETIME PAYCHECK PUTNAM RETAIL MANAGEMENT LP One Post Office Square Boston MA 02109 Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; providing financial news and information, investment account information, research in the fields of investment and finance, and information about mutual fund performance;LIFETIME;
LONG SHORT ADVISORS LLC Long Short Advisors 1818 Market St., Suite 3323 Philadelphia PA 19103 Mutual fund investment;LONG SHORT AND LLC;
LS OPPORTUNITY FUND Long Short Advisors 1818 Market St., Suite 3323 Philadelphia PA 19103 Mutual fund investment;LONG SHORT OPPORTUNITY FUND;
MANAGED ALPHA THE PRUDENTIAL INSURANCE COMPANY OF AMERICA 751 Broad Street Newark NJ 07102 Mutual fund investment, brokerage, administration and distribution services;
MANEUVER IN MARKETS PUTNAM INVESTMENTS 100 Federal Street Boston MA 02110 Mutual fund investment; mutual fund planning services; mutual fund advisory services; financial services, namely, financial planning, wealth planning, financial asset management, and financial asset protection for retirement; financial services, namely, investment planning for retirement; financial services, namely, financial analysis, consultation, management and planning services for retirement; retirement plan administration services; financial administration and investment management services for institutional investors; and providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance;
MASTER/GATEWAY Wells Fargo & Company 9th floor 90 S. 7th Street Minneapolis MN 55402 Mutual fund investment;MASTER GATEWAY;
MAXIM GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY 8515 East Orchard Rd Greenwood Village CO 80111 Mutual fund investment;
MAXIM SECUREFOUNDATION GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY 8515 East Orchard Rd Greenwood Village CO 80111 Mutual fund investment, brokerage and distribution;MAXIM SECURE FOUNDATON;
MCF ASCHER & COMPANY, CAPITAL MANAGEMENT, INC. 777 S. Figueroa Street Los Angeles CA 90017 mutual fund investment;
MEMBERS CMFG LIFE INSURANCE COMPANY 5910 Mineral Point Road MADISON WI 53705 mutual fund investment, distribution, management and administration services;
MOTLEY FOOL EPIC VOYAGE FUND THE MOTLEY FOOL HOLDINGS, INC. 2000 Duke Street, 4th Floor Alexandria VA 22314 mutual fund investment; investment management;FUND;
MUTUAL FUND OPTION PLAN (MFOP) Ehrhart, Richard D. 9849 Chatham Oaks Trail Charlotte NC 28210 mutual fund investment in the nature of a mutual fund share option plan for employees;MUTUAL FUND OPTION PLAN;
MUTUAL FUNDS STATE FARM AUTO LIFE FIRE INSURANCE STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY A-3 One State Farm Plaza Bloomington IL 61710 mutual fund investment;AUTO LIFE FIRE INSURANCE and MUTUAL FUNDS;
NAVIGATION FUNDS Sound Financial Management, Inc. Suite 200 15224 Main Street Mill Creek WA 98012 Mutual fund investment;
NEW LOGIC INVESTORS, LP GODFREY ASSET MANAGEMENT 108 ABIGALE LANE P.O. BOX 665 NEW CASTLE NH 03854 Mutual fund investment;INVESTORS, LP;
NEW LOGIC INVESTORS, LP NEW LOGIC INVESTORS, LP P.O. BOX 665 NEW CASTLE NH 038540665 Mutual fund investment;INVESTORS, LP;
NEW WAYS OF THINKING PUTNAM INVESTMENTS 100 Federal Street Boston MA 02110 Mutual fund investment; mutual fund planning services; mutual fund advisory services; financial services, namely, financial planning, wealth planning, financial asset management, and financial asset protection for retirement; financial services, namely, investment planning for retirement; financial services, namely, financial analysis, consultation, management and planning services for retirement; retirement plan administration services; financial administration and investment management services for institutional investors; and providing financial news and information, information about retirement planning, investment account information, research in the fields of investment and finance, and information about mutual fund performance;
NORWEST ADVANTAGE FUNDS NORWEST CORPORATION Sixth & Marquette Minneapolis MN 554791026 mutual fund investment;FUNDS;
OPPORTUNITY Opportunity Asset Management Ltda. 231 Presidente Wilson Ave. 24th Floor, 20030-021 Rio de Janeiro - RJ Brazil mutual fund investment, fund investment consultation, financial portfolio management, financial research and investment advice;
PACIFIC GLOBAL ASSET MANAGEMENT PACIFIC LIFE INSURANCE COMPANY 700 Newport Center Drive Newport Beach CA 92660 MUTUAL FUND INVESTMENT, ADVISORY, SUB-ADVISORY, DISTRIBUTION, ANALYSIS, PLANNING, DEVELOPMENT, BROKERAGE AND ADMINISTRATION SERVICES; MUTUAL FUND INVESTMENT CONSULTATION SERVICES; INVESTMENT OF FUNDS FOR OTHERS; FINANCIAL SERVICES, NAMELY, INVESTMENT ADVISORY AND INVESTMENT MANAGEMENT SERVICES FOR POOLED INVESTMENT VEHICLES, PRIVATE INVESTMENT FUNDS, AND INVESTMENT ACCOUNTS; INVESTMENT MANAGEMENT; FINANCIAL INVESTMENT IN THE FIELD OF FIXED INCOME; FINANCIAL PRODUCTS SERVICES, NAMELY, BROKERAGE, ASSET SALES, CONSULTING, ADVISORY, DISTRIBUTION OF SECURITIES, ADMINISTRATION AND MANAGEMENT FOR POOLED INVESTMENT VEHICLES, PRIVATE INVESTMENT FUNDS, AND INVESTMENT ACCOUNTS; INVESTMENT CONSULTATION, MANAGEMENT, BROKERAGE, AND ADVISORY SERVICES IN THE FIELDS OF, STOCKS, BONDS, OPTIONS, COMMODITIES, FUTURES AND OTHER SECURITIES, DERIVATIVES, REAL ESTATE, PRIVATE PLACEMENTS, FUNDING AGREEMENTS, VENTURE CAPITAL, PRIVATE EQUITY FUNDS, HEDGE FUNDS, PRIVATE AND PUBLIC EQUITY, DEBT INVESTMENT SERVICES, AND OTHER FINANCIAL INSTRUMENTS AND PRODUCTS IN THE NATURE OF OPEN AND CLOSED END FUNDS; INVESTMENT MANAGEMENT SERVICES; FINANCIAL MANAGEMENT, NAMELY, MANAGEMENT OF ALTERNATIVE INVESTMENTS; FUND MANAGEMENT SERVICES, NAMELY, MANAGEMENT OF MUTUAL FUNDS, EXCHANGE TRADED FUNDS, HEDGE FUNDS, PRIVATE EQUITY FUNDS, AND SECURITIZED ASSET FUNDS; FUND INVESTMENT, ADVISORY SERVICES AND SUB-ADVISORY SERVICES IN THE FIELD OF MUTUAL FUNDS AND EXCHANGE TRADED FUNDS; FINANCIAL SERVICES, NAMELY, INVESTMENT ADVICE TO INDIVIDUALS AS WELL AS TO PENSION PLANS, RETIREMENT PLANS, TRUSTS, ENDOWMENTS, FOUNDATIONS, CORPORATIONS, GOVERNMENT ENTITIES, INSURANCE COMPANIES AND OTHER INSTITUTIONAL INVESTORS; PROVIDING INVESTORS WITH FINANCIAL INFORMATION; FINANCIAL SERVICES, NAMELY, ASSET MANAGEMENT SERVICES, INVESTMENT MANAGEMENT SERVICES, AND INVESTMENT ADVISORY SERVICES;GLOBAL ASSET MANAGEMENT;
PARNASSUS FUNDS PARNASSUS INVESTMENTS 1 MARKET STREET, SUITE 1600 SAN FRANCISCO CA 94105 Mutual fund investment;FUNDS;
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. The fair value of a fund is determined by analyzing various factors indicative of how each underlying asset of the fund would be valued on the open market. The fund may be an international mutual fund that includes underlying assets, which include international equities. Because some of the underlying assets may not be traded in a liquid market at the time of valuation of the fund, a reliable estimate of the value of such underlying assets must be made based on available data related through historical correlations. The fair value of the fund is determined based on the estimated or actual values of each of the underlying assets.