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System Status

Tuesday, October 14, 03:46 PM CDT

The AP Markets department will be phasing out all Mac OS9 production by the end of 2008. If you are a StocksExpress member who downloads their page as a Quark 3.32 document, please be advised that StocksExpress files will now be available in one of the following 3 formats:

  • QuarkXpress 6 document
  • Adobe InDesign CS2 document
  • PDF

Please contact support specialist Melissa Waddell at 816-654-1093 to arrange for a test of your page in one of these three new formats before the end of the year. Thank you.

Fund Categories & Classifications

Morningstar Mutual Fund Classifications

Balanced

TA - Target-Date 2000-2014
TB - Target-Date 2015-2029
TC - Target-Date 2030+
MA - Moderate Allocation
CA - Conservative Allocation
IH - World Allocation
CV - Convertibles

Domestic Equity

LG - Large Growth
MG - Mid-Cap Growth
SG - Small Growth
LB - Large Blend
MB - Mid-Cap Blend
SB - Small Blend
LV - Large Value
MV - Mid-Cap Value
SV - Small Value
SN - Specialty­Natural Res
ST - Specialty­Technology
SU - Specialty­Utilities
SH - Specialty­Health
SF - Specialty­Financial
SR - Specialty­Real Estate
SC - Specialty­Communications
BM - Bear-Market
CA - Conservative Allocation
MA - Moderate Allocation
CV - Convertibles
LO - Long-Short

International Equity

SP - Specialty­Precious Metals
WS - World Stock
ES - Europe Stock
DP - Diversified Pacific/Asia
PJ - Pacific/Asia ex-Japan Stk
JS - Japan Stock
EM - Diversified Emerging Mkts
LS - Latin America Stock
IH - World Allocation
FV - Foreign Large Value
FB - Foreign Large Blend
FG - Foreign Large Growth
FA - Foreign Small/Mid Value
FR - Foreign Small/Mid Growth

Municipal Bond

HM - High Yield Muni
ML - Muni National Long
MI - Muni National Interm
MS - Muni National Short
SL - Muni Single State Long
SI - Muni Single State Int/Sh
MY - Muni New York Long
MN - Muni New York Int/Sh
MC - Muni California Long
MF - Muni California Int/Sh
FL - Muni Florida
MP - Muni Pennsylvania
MT - Muni Massachusetts
MJ - Muni New Jersey
MO - Muni Ohio
SM - Muni Minnesota
SS - Muni Single State Short

Taxable Bond

GL - Long Government
GI - Intermediate Government
GS - Short Government
CL - Long-Term Bond
CI - Intermediate-Term Bond
CS - Short-Term Bond
UB - Ultrashort Bond
BL - Bank Loan
HY - High Yield Bond
MU - Multisector Bond
IB - World Bond
EB - Emerging Markets Bond
VL - Stable Value
IP - Inflation-Protected Bond

 

 

Lipper Mutual Fund Classifications

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.

 

STOCK & BOND FUNDS

 

BL - Balanced: Primary objective is to conserve principal, by maintaining a balanced portfolio of both stocks and bonds.

MP - Stock/Bond Blend: Multi-purpose funds such as Balanced Target Maturity; Convertible Securities; Flexible Income; Flexible Portfolio; Global Flexible and Income funds, that invest in both stocks and bonds.