Fund Families


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Plan Design Consultants, Inc.
- A third party administration company: daily-valued 401(k) plans, Cafeteria (or Sec 125) plans, Profit Sharing and another retirement plans. Over 300 investment options from 20 fund families. Specialize in 401k plans for Internet and high tech start-ups.  

MPARTNER
- (Global Investment Systems) Accounting solution for hedge funds, investment partnerships, offshore funds, fund families and commodity pools.  

Mutual Fund Prospector
- Monthly newsletter for independent mutual fund investors. Model portfolio and detailed performance data from 40 fund families.  

Acuity Funds
- Provides three distinct mutual fund families - Acuity Mutual Funds, Clean Environment Mutual Funds and Acuity Pooled Funds.  

Micro401k Services
- 401k plan for small businesses. Featuring over 2,200 no-load mutual funds from over 300 fund families. Online and toll-free access.  

CitiStreet Success 401(k)
- Full-featured on line 401k retirement plans for small and medium sized businesses. Choose from a diverse selection of fund families.

Timothy Plan
- Fund family based on a set of Christian biblical religious values. United States.  

Dreyfus Premier Third Century Fund, Inc.
- Traditional fund family offering a SRI fund that incorporates limited general screening. United States.  

STI Classic Funds
- Managed by Trusco Capital Management, this fund family includes more than 38 stock and bond funds.  

Morgan Meighen & Associates
- Fund family that includes two Canadian (TSE:CGI THD) and one global fund(TSE:CWF).  

The Prime Times Investor
- Offers over 100 different mutual fund family newsletters.  

Ariel Mutual Funds
- Fund family employing ethical business practices and alternative screens. Minority owned and operated management company. United States.  

Jamestown Funds
- Relatively small fund family offers a balanced fund, an international fund, a domestic fund and a tax exempt (Virginia) fund.  

Meritas Mutual Funds
- Fund family incorporating Mennonite values. Utilizes screening, shareholder advocacy, and community investing. Canada.  

Enterprise Global Socially Responsive
- Traditional mutual fund family offering a global SRI fund. United States.  

Aquinas Funds
- Fund family based on Catholic values of stewardship and economic justice. Named after St. Thomas Aquinas. United States.  


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