The Mutual Fund Investor
Below is a listing of the mutual fund families offering open-end funds through York Securities.
Mutual fund offerings are seperated into three categories: Load Funds, No-Load, and No-Transaction-Fee (NTF) Funds. York Securities does not charge clients for buying or selling NTF mutual fund shares, provided they are held at least 30 days, otherwise a $60 transaction charge will apply.
For more information on a specific mutual fund, including charges & expenses which may be imposed directly by the mutual fund company, click on the "Availability & Attributes" link with in a category classification.
Important Notice: Data is believed to be accurate as of January 11th 2008, but is subject to change. For more complete information, including investment objectives and risk factors, and to confirm any charges or expenses on a specific mutual fund, contact the particular mutual fund company to obtain a prospectus. Read it carefully before investing.
|
ACCESSOR |
DRIEHAUS |
LAZARD |
QUAKER |
|
ADVISORS INNER CIRCLE |
DUNCAN HURST |
LEADER |
QUANT |
|
AEGIS |
DWS |
LEEB |
QUEENS ROAD |
|
AFBA 5STAR |
EATON VANCE |
LEUTHOLD |
RAINIER |
|
AIM |
EDGAR LOMAX |
LIPPER |
RENAISSANCE |
|
AIP ALTERNATIVE |
EMPIRIC |
LKCM |
REYNOLDS |
|
AL FRANK |
EVERGREEN |
LONGLEAF PARTNERS |
ROBECO BOSTON PARTNERS |
|
ALGER |
EXCELSIOR |
LOOMIS SAYLES |
ROOSEVELT |
|
ALLEGIANT |
FAIRHOLME |
LORD ABBETT |
ROYCE |
|
ALLIANCE BERNSTEIN |
FAM |
MAINSTAY |
RS |
|
ALLIED ASSET ADVISORS |
FBR |
MANAGERS |
RYDEX |
|
ALPINE |
FEDERATED |
MANNING AND NAPIER |
SAFECO |
|
AMERICAN BEACON |
FIDELITY ADVISOR |
MARSHALL |
SANTA BARBARA |
|
AMERICAN CENTURY |
FIDELITY INVESTMENT |
MARSICO |
SARATOGA |
|
AMERICAN FUNDS |
FIFTH THIRD |
MASTERS SELECT |
SATUIT |
|
AMERICAN GROWTH |
FIRST AMERICAN |
MATRIX |
SCHNEIDER |
|
AMERICAN TRUST |
FIRST EAGLE |
MATTHEWS |
SCHWARTZ |
|
AMERISTOCK |
FIRST INVESTORS |
MERGER |
SECURITY BENEFIT |
|
AMF |
FIRST SOURCE MONOGRAM |
METROPOLITAN WEST |
SEI |
|
AMIDEX |
FIRSTHAND |
MFS |
SELECTED |
|
API TRUST |
FLEX |
MIDAS |
SELIGMAN |
|
APPLESEED |
FMI |
MMA PRAXIS |
SENTINEL |
|
AQUILA |
FORUM |
MONETTA |
SIT |
|
AQUINAS |
FORWARD |
MOSAIC |
SMART GROWTH |
|
ARBITRAGE |
FPA |
MTB |
SOUND MIND INVESTING |
|
ARIEL |
FRANKLIN TEMPLETON |
MUHLENKAMP |
SOUND SHORE |
|
ARTISAN |
FUND X |
MUNDER |
SSGA |
|
ASTON |
GABELLI |
NATIONWIDE |
STEWARD |
|
AXA ENTERPRISE |
GATEWAY |
NATIXIS |
STI CLASSIC |
|
BARON |
GE |
NAVELLIER |
STONEBRIDGE |
|
BARRETT OPPORTUNITY |
GOLDMAN SACHS |
NEEDHAM |
STRATTON |
|
BB&T |
GREEN CENTURY |
NEUBERGER BERMAN |
SUNAMERICA |
|
BBH |
GREENSPRING |
NEW ALTERNATIVES |
SYMONS |
|
BECKER |
GREENVILLE |
NEW YORK STATE OPPORTUNITY |
T ROWE PRICE |
|
BERKSHIRE |
GREENWICH |
NICHOLAS |
TA IDEX |
|
BERWYN |
GUINNESS ATKINSON |
NOAH |
TAMARACK |
|
BJURMAN |
HARBOR |
NORTH TRACK |
TCM |
|
BLACKROCK |
HARBOR |
NORTHEAST INVESTORS GROWTH |
TCW |
|
BNY HAMILTON |
HARDING LOEVNER |
NORTHEAST INVESTORS TRUST |
TFS CAPITAL |
|
BOGLE |
HARTFORD |
NORTHERN |
THIRD AVENUE |
|
BRANDYWINE |
HEARTLAND |
NORTHERN LIGHTS |
THOMPSON PLUMB |
|
BRAZOS |
HENDERSON GLOBAL |
NUVEEN |
THORNBURG |
|
BRIDGES |
HENNESSY |
OAK ASSOCIATES |
TILSON |
|
BRIDGEWAY |
HENSSLER |
OAK VALUE |
TIMOTHY PLAN |
|
BROWN CAPITAL |
HERITAGE |
OAKMARK |
TOCQUEVILLE |
|
BROWN IA |
HIGH POINTE |
OBERWEIS |
TORRAY |
|
BUFFALO |
HIGHLAND |
OCEAN STATE |
TOUCHSTONE |
|
BURNHAM |
HIGHMARK |
OLD MUTUAL |
TRANSAMERICA PREMIER |
|
CALAMOS |
HILLMAN |
OLSTEIN |
TURNAROUND |
|
CALDWELL & ORKIN |
HODGES |
OPPENHEIMER |
TURNER |
|
CALVERT |
HOTCHKIS & WILEY |
OSTERWEIS |
UBS |
|
CAPITAL ADVISORS |
HOWARD EQUITY |
PACIFIC ADVISORS |
UMB SCOUT |
|
CAUSEWAY |
HUSSMAN |
PACIFIC CAPITAL |
UNIFIED |
|
CENTURY |
ICM ISABELLE |
PACIFIC LIFE (PL) |
US GLOBAL ACCOLADE |
|
CHAMPLAIN |
ICM SMALL COMPANY |
PARADIGM |
US GLOBAL INVESTORS |
|
CHASE |
ICON |
PARNASSUS |
VALUE LINE |
|
CHESAPEAKE |
ING |
PARR |
VAN ECK |
|
CITIZENS |
INTEGRITY |
PAX WORLD |
VAN KAMPEN |
|
CLIPPER |
ISI |
PAYDEN |
VAN WAGONER |
|
COHEN & STEERS |
IVY |
PERFORMANCE |
VANGUARD |
|
COLORADO BOND SHARES |
JACKSON |
PERKINS |
VICTORY |
|
COLUMBIA |
JACOB INTERNET |
PERMANENT |
VILLERE |
|
CONESTOGA |
JAMES ADVANTAGE |
PERRITT |
VINTAGE |
|
CRA |
JAMESTOWN |
PHOENIX |
VONTOBEL/WORLD |
|
CREDIT SUISSE |
JANUS |
PIA |
WASATCH |
|
CRM |
JAPAN |
PIMCO/ALLIANZ |
WEITZ |
|
CULLEN |
JENSEN |
PIONEER |
WELLS FARGO ADVANTAGE |
|
DAVIS |
JOHN HANCOCK |
PNC |
WELLS REAL ESTATE |
|
DELAFIELD |
JP MORGAN |
POLYNOUS |
WESTPORT |
|
DELAWARE |
JULIUS BAER |
PORTFOLIO 21 |
WILLIAM BLAIR |
|
DIAMOND HILL |
JUNDT |
PRIMECAP ODYSSEY |
WILSHIRE |
|
DIVIDEND GROWTH TRUST |
KEELEY |
PRINCIPAL INVESTORS |
WINSLOW |
|
DODGE & COX |
KELMOORE |
PROFUNDS |
WINTERGREEN |
|
DOMINI |
KENSINGTON |
PRUDENT BEAR |
WIRELESS |
|
DREYFUS |
KINETICS |
PRUDENTIAL |
WRIGHT |
|
DREYFUS FOUNDERS |
LAUDUS ROSENBERG |
PUTNAM |
YACKTMAN |
|
1.52MB Excel spreadsheet} of a particular load fund within a family.