Reading The Mutual Fund Tables In Plain Language
A compact reader guide notes how to interpret mutual fund tables listing fund families such as Columbia Morgan Stanley Fidelity Franklin Templeton and Vanguard. It highlights fund categories assets and performance figures with emphasis on labeled classes and key holdings for quick comparison.
MENTIONED IN THIS ARTICLE
General US
General Corp
Nuveen
Hartford Hls IB
Usgovsecs
Frank/Trp Fink
US Gova
Frank/Temp Frnk A
Hilncot
Hartford Hls IA
Frank
Temp
Frnk C
HilncoAx
Morgan Stanley A
Frank R
Hilncr Tx
Morgan Stanley B
Loomis Sayles
Hilncome
PIMCO
LTUSG
Oppenheimer A
Senfiria
Pimco Funds
Ltusgvc
Oppenheimer
Usgovsec
Bono
Amer Century
Wells Fargo
Shthybda Waddell & Reed
Gvisecc T
HAIE
Dreyfus
FitRtelncom
Prudential Fds
Fitgrateb T
John Hancock
GovncBt
Neuberger&Berm
Fitrtinco
Govib T
Price
Putnam Funds
AmGov T
American Funds
Robinson
Grana
Eubel Brady
Intivala
PNC
AB Funds
Socialeqtyb T Inco&Apprec
SmCapOpp
Int
Institut
Rscha
Parnassus Funds
TCW Funds
Usgron
Chartwell
FPA
Stkslacap Ni
Hotchkis & Wiley
Intgra
Pam Eglyn
Totribdn P
AMF
StratDivine x
His
Totra
Tiaa-Cref
Wellsly
CheswoldLn
IVA
Utia
Wellin
Baldxvist
Wholsun
AMG
ClearBridge
Fairholmen
Intr
O Pioneer Funds A
Bondiist
Yachtman Np
AggGr A
Federated A
MFS Funds
GovincAp BndPlusinst
Whdsun
Yacht
Vanguard Idx Fds
Cbaagggh
Federated C
ValueDisc
DivisDiv
Relnt
Pioneer Funds
Enlcvinst R
Emmkinp
Invesco
Egldxinst
MgdFutst
LgCapGr
StrValDivp Fidelity Selects
Balriska
Instl Govincc P Gr&Incinst
ExtMkt
MgdFutSt Nn
Federated Funds
Biotech N
Cohen & Steers Federated
Electra
Cmstka
Madison Funds
DivesDiv P
Lgcpgra Stratincy
Astkglinst
PidSec&Incl
Kaufmanr
Health
Egtylnca
BiChipGrn
Lgcgrlinst
FrintlEgl
MedEqsys N
Hymua
MainStay Funds I
Ae If Retail
IntiGrow
EpochGlbr
Lgcvi
Aegis Funds
Fidelity Adv Foc
Softwin
Midcgth
Mairs & Power
Akre
Divinncoa
Ingen
Fidelity Spartan
Ane
Unds R CI
Focus Retail N
Divopptya
Healthcareb Np 500Idxiiv Nx
Invesco Funds
Manning&Napier
Alger Funds
IntlOppat Techb Np
Summitp P
Nytaxexmpt
Smceqinst
MassMutual Funds
Price F Templeton
CapApprl Lgcapgra T
Intlidx
Balrisky
MarFlexCap Fidelity Advisor A
Opportunity C MastindlEgty Nwlnights P
R2ksmc Ad
BlueCh
Templeton Instit
ForEgs
Allianz Fds
Stfiat Usbond
Ivy Func
Asset SU
CapApr
Nfudiwal
Mmcoreplus
Strina
Fidelity Sport Ad
Matthews Asian DivrSmGr
Inticoreqqa
AsianG&llnv
Lanne
Emmktb
Thornburg
SmCap
al CycAdvProp
Intlac IntlValue
SmiCapVal
BalAmr ValRestruct 'i
IntlAmr
Columbia
LoCanAmr Acorn T
Emmkinb
Tortoise Capital
AcomnSelct
Eqgrb
Touchstone
IndFxd
Vanguard Instr Fcts
Transamerica Ptrs
DevelMkts
DevMktldx
Gromncb
MoneyMkt P
Groppb
MoneyMkt EmMktinst
HilncAdvBt
Trust
AurHorz
Ftaiwidl
peRaun
National Association of Securities Dealers Inc
AAL Mutual
Also Mentioned on This Page
Mutual Funds
Ait
ValRestruct SelComme
Columbi Orl Valrastr
Lis
Nk A
Qrutra
Inv Bal
Tnvconp
Inygravna
InvGruth
Databa
Apa
Mena
Wieigerrutt
JRE
MarhAentis N
Lay Minnie P
Metro West
MeWopolitan Ves
Mt Midas
Perpetual T Morgan Stanley
Ltddurusa MorganStanley
CoreFxund
Beaconz
Sbidiscova
Ies Dealers Inc
Val Igen
Wade W.le
CollinsAltSol
Pheenine Eenadas
eMmail Company Growin
Prunus
Amer Bea
Enhlelnv
Acomz
Acomindz Heritages
Contcorez LT TaxFr
Divinicomez MdCapVal
MastintlEgty Amer Century
Sellgt American Funds
Colv AmMulAp
Bala Bala
CG BondFdAp
FundingAp
Ghbibala
GovtAp
GwihFdAp
Hilncmunia
Newworda
Ae N. Dz
Lesremgewreaiss
the Trust
Fedintu
NYTFA
Stein
Risdiva
ValstaBie eNekacis
Ratinc
Fidelity
Usgova
Trr
Newinsight
GrAdv
Frank R. Fromek
Frankrog
Sibor
Tan
Pfmka
Ffomok
Torranar
Anna Anna
Anna
Usmicon
Diversinkr
Ustodval
Ussmatn
EmrgMitn
Ussmval
Equileme
FitRateHir
Io Anna Anna Anna
Jpmorg
Ares
Hoy
Orr
Uslccipis
James
Janus
Ann
Tae
RTT
Uiduiscu
Quesiz
Natix
al Cis
AllCape, FlexSel
Genesis N Genesis R6
Genesinstl Hi
Jensen Funds
John Hancock A
Bonda P
DiscoVal
Lyoninukit
Neuberg
Anos Onnen Nny
Lowslot &Bermer
Ceweep
NewAm
Nasia
NewEra
NwHran
Newlco
OverSea
Psbaln RealAssets N
Euuy
Ian Sachs
Pt AT
Altval MidCa
Ilken
Aeque Lsv
Stlau
Usl
Laza
Emgh Ghlin
InthStr
Usmi
Incock C
Ancock
Unds
Odyssy
Lipper Analytical
SmMi
Eimer A
Comstrata P
Pioneer Fds
Ml Poy
Vhine Rindectinke
InsPlin
USAA
Tena
Thaa
ComstStin
Reuinset
Anon
UL tyeShn
AVI andAdm
SryAdml
Itcoadmel
LgCapAd
MorgAdm Muhyadmr
mCa
Suup Vruuiwan Uve
Suipsn
Singivist
Smonian
SmiGapGin
SmiCapVall
D Admira
Saapress
RetCho
John Hancwe
Bond
Wyvern
Lsbalance
Ltdtermr
Lsconserv
Nuveen CI Y
Lsgrowth
LS Model
Ince
Soo
Oakmark
Inich
Old Westbury
Toarinnay
UBT
Ays
Anakahan
Keele
Nytfap
Nicholas Group
Nicholas
Northern Funds
Uvirmuwup
SmiCapii
John
Smivag
SmiCpFohn
Stockldxn
HafldSelEg N Nuveen CIA
Hyldmubdp
Misenan
Prudential Funds
Prudential
Ca. Wf
CorPlsincot
Hilncomeb
Atin Anson Naan
Nll
Vu Vou
Gnman
imtStrenheim
Db Mvalb
WshMuta Angel Oa
MultiStrat
Appletonrm N Artisan Funds
MgdMuniAp
SmCanVale Fete
Diamond Hill
Fidelity Invest
SageCapla
Balanc
LageCo
Bluchpgrk
Stevtqualn
Stmumbin
Mellon
Tawexuscrn
Baird Funds
Baron Fds
Baron Funds
EmagMkt
SmalCap
Invan
Grolicx
Bernstein
Vain
GrowthhCok
GoshDu InfProSecs
IntDur
Berwyn
BlackRock
Munividaz
NatRsBulax
LowPrm
Usimibdb
Natmunia
Dodge&Cox
Lowpristkkkr
WorldEqine
Stamnooopp
Balanceda
LisTmMurin
BlackRock B&c
Withan Oy
Spond
Dsee
Hivida
Sl Nevillinr
EGY
CoreFehnAn
Newt A
Hartford Fdls A. Loomis Sayles Inv
Intdgovan
MultAstinco
Trbmp
Wit
BallncoAp
Invgrbdy
TotRetn
IndEgAn
StrincoOpp
Ore
Copappad
Lord Abbott
PA Munin
Apreo
Martford
BondDebAp
Toria
Emgnetesel HiYldBond
GlFxinc
Pyrtank
Bal IncC.t
ShDurincoAp
FinSve
Sausquel
Toric
Funuslinstr
NatMuni
SmiCp
Saicoreoe
Lord Abbott F. Pimco Funds
Dreih
SrsBluChGre
Hartford Fds
Drielinds
Totirtn
S&p Sel
CommodPlus
TSM Selr
Burnham Funds
Eatc
AL Sremgwkf
Div&Grwth
Lord Abbott I
Sentinel Group
Burnhamp
AUC
SrsGlobal
Balanced
Hivid
GlobalDiv
Natl Mit
Hyidspec
McApoppan FrclSves C
Eate
SsGroRetal
Highland Capital
MicroCapVal
Sequoian
Finsvesa P
LongShort A
Serintigrf
Gblallor P
MFS
LgTermCred
St FarmAssoc
LongiShart
SrsintVal
Premgrr P
MgeOppot
Balann
Calamos Funds
Fligk
Serintivale
Smcapeqr P Ce
MITA
MIGA
Stratus Funds
Lyeuues
Calvast
Incb
Sismcoppf
Hirtle Callaghan
Bonda
GovSec
Wanymu
Lena Mason
AtAcsetautr
Cana
Aor
Ahan
Gtonigleat
Altsset
CapAppinstn
Partners
Commodrr
HigBdinstr
Sma
Teter
Intiny
Ilanmie Saviac- Contin OE OM
Russell Inv
Egue
Globala P
Gibsoppa
Oppenhe ComStratt
Imer
Oppenheimer Roch
RoMu Ap
Oppenheimer Y. Commstrate DevMkty
Intibay
Intigrowy
IntiSmCo
Fixed Inc
Osterweis Funds
Pimco Admin
ToRetAdn
Sul
Retreh
Das
Vova
RBC
Smidgrhap
Rainier
Hypeqo
RidgeWorth
RiverNorth
galRoyce
Russell Funds
Eadmaisladmaltnadmadsora
Amgde
Vanguar
Pandan
Morne DividendGro Energy
Ever
Eqine
Explorer
GlobEqn
Grobe
Tsvnstn
Vaneristin
EuroSignr
Vantagepoint
Mmdsmeiila
Widsmiddin
OvsEaldaln
OvsEgldlin
Oy Vantagepoint
AgaOnon
Discoveryn
Usu N
Nele
Mtrendis Fundst
Daga
Iwcm Focus
IntiGrth
WM Blair
Init
WM Blair Mtl
Waddell & Reed
Corelnva
I Sotecha
PrmCpCorem
Prmcp R
SelValur
STAR
Stigrade
StratEgn
Dman
Cummuvarmu
MY Goon
Highlea
Wbealy P
CorePlus
Westwood Funds
Gwihfda
Incofda
Vanguard
WellinAdm
Tbdadm
Caoinbida P
Oaad
Fidelity Sport
Balap
Ilan Miority
Rena International
Paris
Z&l Ne Be