Accessibility Menu

What Is a Family of Funds?

By Catherine BrockUpdated Sep 14, 2025 at 9:48 PM

Key Points

  • Investing in one fund family can simplify research and reduce costs.
  • Fund families might limit diversification, potentially increasing investment risk.
  • Research fund families using tools like the Morningstar Fund Family 150 report.

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.