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  2. Top 5 Buys of David Carlson's Elfun Trusts in the 1st Quarter

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  3. State Street Global Advisors - Wikipedia

    en.wikipedia.org/wiki/State_Street_Global_Advisors

    In April 2009, a class action suit was filed against State Street, alleging SSGA chose illiquid, leveraged, and risky securities in their short-term, liquid fund products. [31] In October 2017, SSGA agreed to pay over $5 million in back pay and interest to settle allegations the company underpaid women and African-American employees. [32] [33]

  4. David Carlson's Elfun Trusts Cuts Visa, Apple, Microsoft - AOL

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  5. 4th-Quarter Update: David Carlson's Elfun Trusts - AOL

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  6. Permanent Portfolio Family of Funds - Wikipedia

    en.wikipedia.org/wiki/Permanent_Portfolio_Family...

    In the ten years prior to March 2002 it ranked #34 amongst 797 other diversified mutual funds and had a stock management turnover rate of 6%. [3] During that period it never had a negative year and its average annual gain was 2% better than the S&P 500 Index. In 2002 its annual management fee was 1.29%. [3]

  7. Adams Funds - Wikipedia

    en.wikipedia.org/wiki/Adams_Funds

    Adams Funds, formerly Adams Express Company, is an investment company made up of Adams Diversified Equity Fund, Inc. ( NYSE : ADX ), a publicly traded diversified equity fund , and Adams Natural Resources Fund Inc. ( NYSE : PEO ), formerly Petroleum & Resources Corp., a publicly traded closed-end fund focused on energy and natural resources stocks.

  8. Mutual fund - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund

    A mutual fund is an investment fund that pools money from many investors to purchase securities.The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital'), and the open-ended investment company (OEIC) in the UK.

  9. List of mutual-fund families in the United States - Wikipedia

    en.wikipedia.org/wiki/List_of_mutual-fund...

    The following is a limited list of mutual-fund families in the United States.A family of mutual funds is a group of funds that are marketed under one or more brand names, usually having the same distributor (the company which handles selling and redeeming shares of the fund in transactions with investors), and investment advisor (which is usually a corporate cousin of the distributor).