Sampling of Fund Families
Available on PI InterLink
Below are sample mutual fund families that can be traded through our partnership with Mid Atlantic Trust Company.
To review your selected mutual fund options for inclusion in a retirement plan proposal, please contact Sue Van Gheem at Pension Inc. for current trading status.
Absolute Strategies
Acadian Funds
Accessor
Adams Harkness Funds
Advance Capital I
Advisor Series Trust
AdvisorOne Funds
Advisors Inner Circle II
Aegis Value
AFBA Five Star Fund
AIM Investments
AIP Alternative Strategies Funds
Akros Capital
Al Frank
Alger
Allegiant
AllianceBernstein
Allianz Funds
Alpine
Alsin Capital Management
Amana
America First Funds
American Beacon
American Century Investments
American Funds
American Growth
American Independence
American Pension Investors
American Performance
Ameristock
AMF
Analytic Funds
Aquila
Archer Funds
Ariel
Arrow
Artisan
Aston
Atlantic Whitehall
Auxier Funds
AXA Enterprise
Baird
Barclays
Baron Asset
Barrett
BB&T
BBH
Becker Capital Management
Berkshire
Berwyn
Bjurman Funds
BlackRock
BNY Hamilton
Bogle
Boyar Value
Brandes
Brandywine
Brazos Mutual Funds
Bridgeway
Brown Advisory Funds
Bryce Funds
Buffalo
Bull Moose
Burnham
Calamos
California Investment Trust
Calvert
Cambiar Funds
Capital One
Causeway
CDC IXIS Advisors
Century Funds
Champlain Funds
Chase
Chesapeake
Chinook
Citizens Funds
Clipper Fund
CNICharter
Cohen &Steers
Columbia
Commerce
Conestoga Capital Advisors
Country
Coventry
CRAFund
Credit Suisse
CRM
Cullen Funds Trust
Davis Funds
Delaware Investments
Deutsche Asset Management
Diamond Hill Funds
Dimensional Investment Group
Direxionfunds
Dodge & Cox
Domini
Dreyfus
Dreyfus Premier
Driehaus
Duncan Hurst
Dunham Funds
DWS–Scudder
E*Trade
Eaton Vance
Empiric Funds
Evergreen
Fairholme
FAM
FBR Mutual Funds
Federated
Federated MDT Series
Fidelity Investments
Fifth Third
First American
First Eagle
Firsthand Funds
Flex-Funds
FMA Funds
FMI Funds
Forward Funds
FPA
Franklin Templeton Investments
Frontegra Funds
FundX
Fusion
Gabelli
Gateway
GE Asset Management
Gemini
GJMB
GKM
Golden Capital Funds
Goldman Sachs
Green Century
Greenspring
Guardian
Guinness Atkinson
Harbor
Harding Loevner
Hartford Mutual Funds
Heartland
Henderson Global
Hennessy
Henssler Funds
Heritage
High Pointe Funds
Highland Funds
HighMark
Hillman Capital Management
Hodges
Holland Series Trust
Hotchkis and Wiley
HSBC
Huntington
Hussman Investment Trust
ICM Series Trust
ICON Funds
IMS
Industry Leaders
ING Funds
Institutional Investors
Integrity
Iron Market Funds
ISI Funds
Ivy Funds
Jackson National
Jacob
James Advantage
Janus
Japan Fund
JennisonDrysen
Jensen
John Hancock
JP Morgan
Julius Baer
Kalmar Pooled Investment Trust
Keeley
Kensington Funds
Kinetics
Kirr Marbach Partners
Laudus Funds
Lazard
Leader
Legg Mason
Lehman Brothers Asset
Leuthold
Liberty Street
LKCM
Longleaf Partners
Loomis Sayles
Lord Abbett
Lord Asset Management Trust
LSV Fund
Madison Mosaic
MainStay
Mairs & Power
Management Fran
Managers Funds
Manning & Napier
Manor Investment Funds
Marco Funds
Marshall
Marsico Investment Fund
Masters’
Matrix/LMH
Matthews Asian Funds
McKee Funds
Mellon Funds
Members Mutual Funds
Merger
Merrill Lynch
Metropolitan West Funds
Metzler/Payden
MFS
Midas
MMA Praxis
Monetta
Morgan Stanley
MTB Group of Funds
Muhlenkamp
Munder
Mutuals.com
Nationwide
Natixis Funds
Navellier
Needham
Neuberger Berman
New Alternatives
New Covenant
Nicholas
Nicholas Applegate
North Country Funds
North Track Funds
Northeast Investors
Northern Funds
Nottingham
Nuveen
Oak Associates
Oak Value Trust
Oakmark
Oberweis
Old Mutual Advisor
Old Mutual Investment Funds
Olstein
Oppenheimer Funds
Osterweis
Pacific Capital
Pacific Life Funds
Parnassus
Pax World
Paydenfunds
Performance
Permanent Portfolio
Perritt
Phoenix
PIA Mutual Funds
PIC
PIMCO Funds
Pioneer
PMFM
PNC Funds, Inc.
Polaris Funds
Portfolio 21
Primecap Odyssey Funds
Principal Investors
Professionally Managed Portfolios
ProFunds
Prudent Bear Fund
Prudential
Putnam
Quaker
Quantitative
Rainier
Ralph Parks
Regions Morgan Keegan
Reich &Tang
Renaissance Capital Greenwich Funds
Reynolds
Rice Hall James
RiverNorth Funds
RiverSource
Robeco Investment Funds
Rochdale
Rock Canyon
Rockland Funds Trust
Roge Partners Fund
Roxbury Funds
Royce
RS Funds
RSI
Russell
Rydex
Saratoga
Satuit Capital Management Trust
Schneider Funds
Schroder
Schwab Funds
Schwartz
Scout
Scudder
Security Funds
SEI
Selected American
Seligman
Sentinel
Sit
Snow Capital Management
Sound Shore
SPARX
State Street Global Advisors
Sterling Funds
STI
StoneRidge
Strategic Partners
Stratton
Summit Mutual Funds
SunAmerica
T. Rowe Price
Tamarack
Target Program
TCM Funds
TCW
TFS Capital Funds
The Arbitrage Fund
The World Funds, Inc.
Third Avenue
Thompson Plumb
Thornburg
TIAA CREF Mutual Funds
Timothy Plan
Tocqueville
Torray
Touchstone
Transamerica IDEX
Trendstar Funds
Turner Investment Partners
Tweedy Browne
UBS Global Asset Management
Unified
United Association Funds
US Global Accolade Funds
VALIC
Value Line
Van Eck
Van Kampen
Van Wagoner
Vanguard
Veracity Funds
Victory
Villere
Vintage
Waddell & Reed
Wall Street
Wasatch
Weitz
Wells Fargo
WesMark
Westcore
Western Asset
Westport Investments
Westwood
William Blair
Williamsburg Investment Trust
Wilshire Mutual Funds
Winslow Green Funds
Wintergreen Funds
Wisdom
Wright
Yacktman
Yieldquest Funds
*Please note these families are subject to change.