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In 1992, the NYTimes reported:On August 31, 1992, the T. Rowe Price Balanced Fund acquired substantially all of the assets of the Axe-Houghton Fund B, a series of Axe-Houghton Funds, Inc. As a result of this acquisition, the SEC requires that the historical performance information of the Balanced Fund be based on the performance of Fund B. Therefore, all performance information of the Balanced Fund prior to September 1, 1992, reflects the performance of Fund B and investment managers other than T. Rowe Price.
https://www.nytimes.com/1992/10/03/your-money/IHT-briefcase.htmlT. Rowe Price, a large no-load family ... took over six funds with total assets of $546 million from the struggling insurance company USF&G.
...
five [of the] USF&G funds, and the funds they have been mingled with, are Axe-Houghton Growth, now part of T. Rowe Price New America Growth; Axe-Houghton Income, into T. Rowe Price New Income; RMC European Emerging Companies, T. Rowe Price European Stock; Axe-Houghton Fund B, T. Rowe Price Balanced; USF&G Cash Reserves, T. Rowe Price Prime Reserve.
http://www.managerreview.com/su_companydetails.php?iCompanyId=906&CompanyName=Axe-Houghton Assoc.Prior to 1992, Axe-Houghton Associates was named Axe Core Investors, and was wholly-owned by Axe-Houghton Management, a subsidiary of insurer USF&G. Axe-Houghton Management’s services included mutual funds and institutional asset management. In 1992, concurrent with USF&G’s sale of Axe-Houghton Management’s mutual fund business to T. Rowe Price Associates, Inc., senior management of Axe-Core Investors purchased the institutional asset management business of Axe-Houghton Management. Axe-Core Investors subsequently changed its name to Axe-Houghton Associates. In 1993, the Hoenig Group Inc., a publicly-traded financial services company, purchased Axe-Houghton Associates.
I really appreciate it, mfs. I had not looked at Part I of the SEC report. Glad I found mutualfundobserver.com!Pioneer Fund was founded in 1928 by Philip Carret as the Fidelity Mutual Trust (not on any list in the SEC study).
https://www.corporateknights.com/responsible-investing/a-short-history-of-responsible-investing/
On p. 735, both Loomis-Sayles Mutual Fund, Inc. and Loomis-Sayles Second Fund, Inc. appear. Only the "second" fund appears on p. 877's short list.
"Prior to establishing CGM, Mr. Heebner was at Loomis, Sayles & Company where he managed [CGM Mutual Fund], then known as Loomis Sayles Mutual Fund."
https://cgmfunds.com/cgm-docs/2021-12-31-mutual-annual.pdf
Likewise, on p. 738 is listed "Second Investment Fund of Security Management Co. (predecessor of Broad Street Investing Co., Inc., The)". Broad Street Investing Corp. was the name of Seligman Common Stock Fund prior to April 26, 1982.
https://www.sec.gov/Archives/edgar/data/14358/000001435800000002/0000014358-00-000002.txt
https://www.referenceforbusiness.com/history2/65/J-W-Seligman-Co-Inc.htmlNYTimes, October 14, 1929, p. 44The Security Management Company has presented to shareholders in its First and Second Investment Funds a plan for the combining of the two funds into a single corporation to be called the Broad Street Investing Company. It will be organized in Maryland with 500,000 shares of common stocks of no-par value. ...
https://www.nytimes.com/1929/10/14/archives/investment-fund-merger-security-management-plans-to-unite-two-in.html
There's a much more complete list of investment trusts and investment companies in Appendix A of Part 1 of the SEC study, starting on p. 114.
https://play.google.com/store/books/details?id=1CoWAQAAMAAJ
NYTimes, October 14, 1929, p. 44The Security Management Company has presented to shareholders in its First and Second Investment Funds a plan for the combining of the two funds into a single corporation to be called the Broad Street Investing Company. It will be organized in Maryland with 500,000 shares of common stocks of no-par value. ...
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