Reading Mutual Fund Tables Aimed at Investors
A dense list of mutual fund names and figures shows fund groups such as Fidelity Inves AllSectEq, Franklin Templeton, Nuveen, Oak Ridge, and Western Asset. Data snippets include NAVs, performance codes, asset classes, and manager initials, with scattered percentages and values across fund lines.
MENTIONED IN THIS ARTICLE
National Association of Securities Dealers Inc
AAL Mutual
Vanguard Admiral
General US
Vanguard
General Corp
Amer Century
Third Avenue Fas
FocCredinstl
OIE
Frank
Temp Funk A
Hilncoa
Gwthfda
Shelton
Usgovsec
Temp
Frnk C
Hilnec Tx
Fidelity Invest
Tbdadmin
SAI LgTmTrs
Guggenheim Funds
Highvida
American Funds
Capinbida P
Fidelity Spartan
Spltrinv
Pax World
HighYid P
Vanguard Idx
Totlntiip
Hivida
Fidelity Sport
Dodge&Cox
Invcoaa P
Bala P
Wells Fargo
Federated
Neuberger&Berm
Fitrtinco C
John Hancock
Putnam Funds
Prudential
Waddell & Reed
Columbia
GM - General Municipal
Amer Century Inv
China
ShtDurlne P
Enlcginst
Hunconstbd
Calvert Invest
Eaton Vance
STBF
MFS
Pioneer
Enlcvinst
WorldBond
Intidivera
GovincAp
Eaton Vance I
SmCapOpp
Hartford Hls IA Mita
Gr&lnclnst
Stbdlastpls
HighIncoAp SocialBalBt
MIGA
PionFdAp
SmCaplnPls
Aticapsmid
SmCapValur CapApp
Pioneer Funds
C HighYidlast TotintAdmin
GlobalEdAdv
SocialEgtyBt FitgRt
Stkslacap N
Balanced
Graia
Pioneer Fds
IntlEqlInst
Totlntllnst
AMF
Causeway Intl. IncBest
StratDivine
Intlvala
Bond
Shus Gy Institutn
EdgwdGlast
Stratinen
Hattalphstr
Modalia
Govtiney
Lgcgrlinst
Rscha
AMG
Chartwell
Eubel Brady
Ie Highland Capital Intera
Adv
Lgcgrinst
YachtFacSon
CheswoldLa R Income
Gbiallor P Tetra
BiChipGrn
Lgcvi Inst
ClearBridge
FMI
Premark P Uha
Fidelity
Totalretr P
Roodoa
REIT
Advance Capital
DivStrat A
Fpacres
Sd 417
CorFxdinc
Relt
Equity
Midcpcoreb
Federated A
Health
GroEq
Templeton Instit
SmiCapVal
Retlnen A Cohen & Steers
MedEqSys
IntlEqn
IntlEgtyn
Balance
ForEgs
StrValDivp Retail
IntMunin
Madison Funds
Stbond
InsitRity
Federated C
Softwi
Lgcpgra Bluechipg
Thompson IM
forBond
StrValDiv
Techn
SmCapEgn
CapAprn
RityShri
Thornburg
InterCntl Fidelity Spartan
Hotchkis & Wiley
MainStay Funds
Incbuilda T
500Idx
Hussman Funds
EmMkts
IntlValue
Vanguard Instl Fcts
FrintlEgis P DiscCore A
Intlidx
StratDivVal
LidTminel
Aegis Funds
DivEginc A
Kaufmanr
EpochGlbr
Eqmen
DevelMkts
Divinicoa
NVA
Mairs & Power
Akre
Divopptya
GlbTech
Tortoise Capital DevMktldx
FocusRetail
Stavaldivis
Mlp&ppl
EmMktinst
Usbond
Invesco Fds
Touchstone
Alger
MarFlexCap Fidelity
Foc
Bidelity Sport
CapApprl
Energyb F ExtMktAdv
DivisDiv
MoneyMkt
CycAdvProp Mmcoreplus
P Callie
Pein McEggrn
Trust
Mgrs
Egtylnco
Fidelity Advisor A Tinktsidx
AurHorz Y
Amer Beacon Amr Mmvalue
Nwinights P
TotlMktAdv R
IntiBd
Nsttstplus
BalAmr Stfiat Usbond
Collins AltSol Txexa
Strina
IntiDis
Insti
Ltbalnst
Emgamr ValRestruct
Wgréle
Ltbdlnst
ndAmr SelComm
AcomnSelctt
Forum
Tweedy Browne Reitinst
SmCaplnst
Goldenlcc
GolValue
Acomusat Emasiab
UBS
Amer
Forward
Stigrinst
Amer Century A
Fitrateb T
UM Funds
SmiCapGrl
Lgtmtf
Callasa P
SmiCapWall
Columbia Gold
Caltfra
Behaval
Eqtyinca
Govincb
USA Mutuals
MarFlexCap Dynatecha
DivBond
Grolncb Fedinterm
Usaa Group
Totintibdix
Groppb
Eqlnco
ValRestruct Industrialb
Foundfal P S&p Rewrd
Gro
SelComm# t
Growtha P
Heritages
Columbia C Infprbdb
Groppa
Teitn
Eurosigar Legacylgc
Hytfad
TaxFr MarsicoGr
VALIC
BrdMktin
Valrestrr
Instfa Stockindex
Contcorez
NY Tfa Px
Caltadm
Valuelny
Divinicomez
Nwinsghb Np Risdiva P
500Index
Intlvalz Stfibl
Pcuit TA
jumMulat
CividApprec American Funds A
Totlrina P
HighYidr
EM Admir
MidSmidxil
Amcapfa P
Energy
Ammudla P
MarFlexCap Strdwvib
Utliiesa P
TFHY
EqincAdml
OvsEqldxl
Bala
Marsgrprz
Tmp Frnk
Jpmorgan Selec
Txfrsi
EuropAdm
Strinb
Calns
Nicholas Group
Vantagepoli Bondfda P
MastindlEqty Valstrab FedintAdy
SmCap
Nicholas N
Fidelity Advisor I
HighYid
rolncAdm
Gibibala Fundinga P
EmgMktll
InsTaxFr LoCapGr
IntlEgldx
Primry GruthAdmin
Grow&thc
NewInsights
HithCare
Govta P
LgVal
ShiFixdl
Tgibtradv
Mmmidcap
idCn
InfFoc Inv
Gurthfda
SmcapVal Stell
Credit Suisse
Frank/Temp Frnk C
Mimgeqlgsp
Hilncmunia
CommRet T
Cainsc
Fidelity Advisor
Dbitxfrc
Uslccrpls
DEA
Dames
Northern Lights
Fidelity Freedom
Vantagepoil
Intigrinca
Nuveen
Ltdtebda
Instfincc
DWS Invest
Jensen Funds
Davis Funds
Frank/Temp Mtl
A&b
Smcpwap
Nyvena
Qualitygrhj
MidCap A
TaxExAp
Davis Funds C
Frank/Temp Temp
Wshmuta P
Nyveny
Inticorea Prudential Funds
Mpchsrogrn del Inv Instl
MATFA
Nytfap
Appletonrm
Deutsche Trust
Smicapega
Toiretbda
CROC
John Hancock E
IntiSmCpr
Ultlya
Vantagepo Intivist
CapGrth T
Smicapvalb Oakmark
EAT
Prudential Fds
pBdl
DivrStrat
John Hancock C € Select
InwaProt
IntValu R
Coreeqtys
lsryAdm
Victory Funds
InttVallnst
A CorPlsincet
Smicpeqc T
Old Westbury
Z&i
Stbdadm
MidCap
Eqtydivb
John Hancock C
LgCapCore Glbrealestz
StmAdm
Estvall
JG RG
Hilncomeb MatShs RG
Saggress
SmMidCap
Stigradm
SmCoOpp R
SmCapVal
StratOpp
Midcapgrz
SmiCapAdmin
Aston Funds
Gcapvalc P
GE Elfun S&s
Toiretbdz
imCapGrh
Virtus Fun Barindn
Gcapvala
RSP
Oppenheimer A Purisima Funds
Capappa P
John Hancock Fds Devmkta
Dynam
Smcapvalb
Eqinca
Eqina
Herndlgcv
RealEstate
Strgovsecb
Corehivid
Globala
Grin
ststkAdmr
Virtus Fun
Diamond Hill
Mnstfda
B. WindsorAdmn
Capappr
ntiCore
Risingdiva
Ty VdsrllAdm
EmgMkt
Coreseln
CapApprk
Uslgccreq
Senfirta
axMngdiatiry
BNY Mellon
EmMkCrEq
StratlncoOp
Oppenheimer
Fanguard
SmCapSust
Baldec John Hancock
M IntiGrth
Oppenheimer C& Voy P
Comstratc
WM Blair Fds
Baird
atgeCo
Swidgrthap
Rainier Inv
Mussm
GMO Trust
MidCoRoMuAp
HYPEQ
Corelnva
Baron Fds Insti
FidelFd
Ustreasx
Lecin Rentimua
Usvectreq
FitRateHit
GMO Trust III
Acqug
Oppenheimer Y
Sctecha
Baron Funds
sLgVan
FourthOne
DevWidStkr
SSV Vale
CommStrate RidgeWorth Funds
Gnman
Quality
Lazari Devmkty
Macvaegl
Wells Fargo Adv
US Micron
Govtmen
GMO Trust IV
Tou Intibay
Royce Funds
SmMidValAd Bernstein Fds
US TadVal
Intigrowy
T GyShDu US Small
GroCon
EmgCnDt
IntDur
US SmVal
Grolnc
IntiEquity
C&blgvalb
ntiSmCon
GrStrat Ar
Temgmkts R
StratIncome
Russell Inv Co
Highincom
Qualiy
Pimco Admin
BlackRock
Emgmktsco
TotRetAd
Pataxfr
Indepadnce
Gabelli Funds
Gibaia
F Pimco
US Dyn
IntiDisc
Philalnia Natson A
AllAsset
MAT
US Siregrg
Comstkb
MultiAstinco
Corefxina
Highlncaluniyldaz
IntVan
IntiSmCp Legg Mason B
Intdgova
Natmunia
IntVa3
Goldman Sachs
Cbasmcgr EmgMktCur
Wbegtyp StratincoOpp
nflProSecs
IntlEgAn Wells Fargo Ad Ins
Totreta
LevCoStock
Hmield
DefensvGr
Hyidn
PA Munin
CoreBond
BlackRock B&c
LowPrm
Hymunin
InvGradeCp
Taxmidlc N
rgCapint
Lowpristkk R
ModGro
LowDurn
Ssga
MidCapVal
Equitydivctm Ustalv
LtdTmMuni
IntiSmCon RealRetrast
Clarionre Np
AlstMulne
Globaic T
MA Muni
Shridurtf
Wahiyidb Emgmktesel
BlackRock Fdls
Birk
Tmuseq
Wamgmub
TotRetn
Schwab
Catxfb
Hiyidbik
Gottex
FitRtInca
Direxion
Mdcovi Nr
Torta
Intiss R
Pimco Funds
C StrincoOpp
Natrsbull2x
NewMkt
Lgcapvalb
Longleaf Partners
GlobalDiv
EquityDiv
LgCpCorp Partners
SmCapSel
GlbAlloc R
Newhill
Totric
TSM Sel R
Hiyidbond
I Ore
MacroOpp
Pimco Funds D: Sentinel Group
GbiStock
OTCK
Midcapgrb
Loomis Sayles
TotRet
Oh Munn
Lsbonds
Midcapa P StratMunOpp
Ntl Stk
Oorsean
Puritan
Strine C
PIMCO
Sequoian
NatiMuni
Double
St FarmAssoc
LgCpGrRet CoreFxcline
GlobalDiv Gwthn
Loomis Sayles Inv
FloatRt P
LgTermCred
Stratus Funds
Fds
Trban P
Srallsecegf
Aliatda P
MigeOpport
GovSec Brown Advisory Srsbluchgrf
ValEqIay R
Dreyfus
Srsbluchgrr
Harding Loevner
Bonddeba P
Pimco Funds P BrownSin
Sremgmktf
IntEgly
Lord Abbott C
Fdivstil
Burnham P Drey500Int
SrsGlobal
Hartford Fds A
Bddbc
TCW
FinelLgSht
GlFxine
Srsgrclassf
Ballncoa P
Shdarlncoc
PNC
EmMktine
H FnelSves C Intlvala SrsGroRetail
CapAppAp
Lord Abbott F
Intigrwtha TotlRetBdl
Intlvalc
BondDeb
Intigrwclr
TCW Funds
Finsvcsa P SrsintGrw
Divgtha
Midcapa
Calamos Funds
DrelhsAcinc
Serintivalf
Bal Incc T
Lord Abbott I
Parnassus
Baldxvist
BlueChip T
Drighaus Funds
Srsinvgrdf
Hartford Fds I
MicroCapGr
PamEqtyn
Bondiist
IntlDisc
Balanincon
Also Mentioned on This Page
Mutual Funds
AllSectEq
World
Tmp
B&c. Traic Ct
Gibdc
Franklin Templ
Stinca P
Hymua
Lipper Analytical
Nhl
Conn
Merkasnuu
Metro West
Iulaingwuiue
Yu IU Materiali New Winns
EL Uuutilall Wes
Vda
Teese P
Nuveen CI
Oak Ridge
IntiSmCap
Oakmark
Fatumer
CapVallewAm
Asia newEra Wey
Wdudu
etBalinc ieiTch
Lada
IfmAani
Tgradml
Reno
Auscoy
mCpCo
Moor
jelValur
STARN
CorePlus
Stigrade
Coe
StraEgn
Smash
Welsyn
Duidorth
Nelton
William BI Wrdslin
Pita Vangua I
Zachs Fun Emmkinpl
US Equity
Jpmorgan
CaraRand
IntiGrow
Midas
Invesco Funds
Morgan Stanley
BilyBllish Inv Ltddurusa
Ivy Funds
CoreFincl Assetsci
Inticoreql R
Beaconz
Gbidiscava
Gibdiscc
Eglnca P
Glbdiscz
GovtBd P Quesiz
InvBal Px
Sharesz
InvCon Px
Invgr&tna Px