Stock Funds
EM - Emerging Markets: Funds that invest their assets in emerging market equity securities, where the "emerging market" is defined by a country's GNP per capita and other economic measures.
EI - Equity Income: Funds that seek high current income and growth of income through investment in equities.
EU - European Region: Funds that invest their assets in markets or operations concentrated in the European region.
GL - Global Stock: Funds that invest their assets in securities traded outside of the U.S. and may own U.S. securities as well.
AU - Gold Oriented: Funds that invest their assets in gold mines, gold-oriented mining finance houses, gold coins, or bullion.
HB - Health/Biotech: Funds that invest their assets in companies related to health care, medicine, and biotechnology.
IL - International Stock (non-U.S.): Canadian; International; International Small Cap.
LT - Latin American: Funds that invest their assets in markets or operations concentrated in the Latin American region.
LG - Large-Cap Growth: Funds that invest in large companies with long-term earnings that are expected to grow significantly faster than the earnings of stocks in major indexes. Funds normally have above-average price-to-earnings price-to-book ratios, and three-year earnings growth.
LC - Large-Cap Core: Funds that invest in large companies, with wide latitude in the type of shares they buy. On average, the price-to-earnings, price-to-book ratios, and three-year earnings growth are in line with those of the U.S. diversified large-cap funds' universe average.
LV - Large-Cap Value: Funds that invest in large companies that are considered undervalued relative to major stock indexes based on price-to-earnings, price-to-book ratios, and three year earnings growth.
MG - Mid-Cap Growth: Funds that invest in mid-sized companies with long-term earnings that are expected to grow significantly faster than the earnings of stocks in major indexes. Funds normally have above-average price-to-earnings, price-to-book ratios, and three-year earnings growth.
MC - Mid-Cap Core: Funds that invest in mid-sized companies, with wide latitude in the type of shares they buy. On average, the price-to-earnings, price-to-book ratios, and three-year earnings growth are in line with those of the U.S. diversified mid-cap funds' universe average.
MV - Mid-Cap Value: Funds that invest in mid-sized companies that are considered undervalued relative to major stock indexes based on price-to-earnings, price-to-book ratios, and three year earnings growth.
XG - Multi-Cap Growth: Funds that invest in companies of various sizes, with long-term earnings that are expected to grow significantly faster than the earnings of stocks in major indexes. Funds normally have above-average price-to-earnings, price-to-book ratios, and three-year earnings growth.
XC - Multi-Cap Core: Funds that invest in companies of various sizes, with long-term earnings that are expected to grow significantly faster than the earnings of stocks in major indexes. Funds normally have average price-to-earnings, price-to-book ratios, and three-year earnings growth.
XV - Multi-Cap Value: Funds that invest in companies of various size, normally those that are considered undervalued relative to major stock indexes based on price-to-earnings, price-to-book ratios, and three year earnings growth.
NR - Natural Resources: Funds that invest their assets in natural resource stocks.
PR - Pacific Region: China Region; Japanese; Pacific Ex-Japan; Pacific Region.
TK - Science & Technology: Funds that invest their assets in science and technology stocks. Includes Telecommunication funds.
SE - Sector: Financial Services; Real Estate; Sector/ Miscellaneous.
SP - S&P 500 Index: Funds that are passively managed, and is designed to replicate the performance of the Standard & Poor's 500 Index on a reinvested basis.
SG - Small-Cap Growth: Funds that invest in small companies with long-term earnings that are expected to grow significantly faster than the earnings of stocks in major indexes. Funds normally have above-average price-to-earnings, price-to-book ratios, and three-year earnings growth.
SC - Small-Cap Core: funds that invest in small companies, with wide latitude in the type of shares they buy. On average, the price-to-earnings, price-to-book ratios, and three-year earrings growth are in line with those of the U.S. diversified small-cap funds' universe average.
SV - Small-Cap Value: funds that invest in small companies that are considered undervalued relative to major stock indexes based on price-to-earnings, price-to-book ratios and three year earnings growth.
SQ - Specialty Diversified Equity: Funds that invest in all market capitalization ranges, with no restrictions for any one range. May have strategies that are distinctly different from other stock funds.
UT - Utility: Funds that invest their assets in utility stocks.
Taxable Bond Funds
SB - Short-Term Bond: Ultra Short Obligation; Short Investment Grade Debt; Short-Intermediate Investment Grade Debt.
SU - Short-Term U.S.: Short U.S. Treasury; Short U.S. Government; Short- Intermediate U.S. Government.
IB - Intermediate Bond: Funds that invest their assets in investment grade debt issues (rated in the top four grades) with dollar-weighted average maturities of five to ten years.
IG - Intermediate U.S.: Intermediate U.S. Government; Intermediate U.S. Treasury.
AB - Long-Term Bond: Funds that invest their assets in corporate and government debt issues in the top grades.
LU - Long-Term U.S.: General U.S. Government; General U.S. Treasury; Target Maturity.
GT - General U.S. Taxable: Funds that invest in General Bonds.
HC - High Yield Taxable: Funds that aim at high current yields from fixed income securities and tends to invest in lower grade debt.
MT - Mortgage: Adjustable Rate Mortgage; GNMA; U.S. Mortgage.
WB - World Bond: Emerging Markets Debt; Global Income; International Income; Short World Multi-Market Income. MUNICIPAL DEBT FUNDS
SM - Short-Term Muni: California Short-Intermediate Muni Debt; Other States Short-Intermediate Muni Debt; Short-Intermediate Muni Debt; Short Muni Debt.
IM - Intermediate Muni: Intermediate-term Muni Debt including single states.
GM - General Muni: Invest their assets in muni debt issues in the top four credit ratings.
SS - Single-State Municipal: Funds that invest their assets in debt of individual states.
HM - High Yield Municipal: Funds that invest their assets in lower rated muni debt issues.
NM - Insured Muni: California Insured Muni Debt; Florida Insured Muni Debt; Insured Muni Debt; New York Insured Muni Debt.
