Comments, recommendations, and questions can be directed to Alan Myers and Ben Miller at CRSP.
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Level 1 |
Level 2 |
Level 3 |
Level 4 |
LIPPER |
STRATEGIC INSIGHTS |
Wiesenberger |
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Equity (E) |
Domestic (D) |
Sector (S) |
Gold (G) |
AU Gold Oriented Funds |
GLD Equity Gold |
GPM Gold and Precious Metals |
Health (H) |
H Health/Biotechnology Funds |
HLT Equity USA Health |
HLT Health Sector |
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Financial (F) |
FS Financial Services Funds |
FIN Equity USA Financial Sector |
FIN Financial Sector |
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Natural Resources (N) |
NR Natural Resources Funds |
NTR Equity Natural Resources & Energy |
ENR Energy/Natural Resources |
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Real Estate (R) |
RE Real Estate Funds |
RLE Equity USA Real Estate |
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Technology (T) |
TK Science & Technology Funds |
TEC Equity USA Technology |
TCH Technology Sector |
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Utilities (U) |
UT Utility Funds |
UTI Equity USA Utilities |
UTL Utilities |
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Consumer Goods (G) |
CG CONSUMER GOODS FUNDS |
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Commodities (C) |
CMD COMMODITIES FUNDS |
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Consumer Services (S) |
CS CONSUMER SERVICES FUNDS |
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Industrials (I) |
ID INDUSTRIALS FUNDS |
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Materials (M) |
BM BASIC MATERIALS FUNDS |
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Telecom (A) |
TL Telecommunication Funds |
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SEC Equity USA Misc Sectors |
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Cap-based (C) |
Large Cap (L) |
SP S&P 500 Index Objective Funds |
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Mid Cap (M) |
MC Mid-Cap Funds |
GMC Equity USA Midcaps |
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Small Cap (S) |
SG Small-Cap Funds |
SCG Equity USA Small Companies |
SCG Small Capitalization Growth |
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Micro Cap (I) |
MR Micro-Cap Funds |
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Style (Y) |
Growth (G) |
CA Capital Appreciation Funds G Growth Funds |
AGG Equity USA Aggressive Growth GRO Equity USA Growth |
G Growth LTG Long-Term Growth MCG Maximum Capital Gains |
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Growth & Income (B) |
GI Growth and Income Funds |
GRI Equity USA Growth & Income ING Equity USA Income & Growth |
GCI Growth and Current Income |
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Hedged (H) |
LSE Long/Short Equity Funds EMN Equity Market Neutral Funds ABR ABSOLUTE RETURN FUNDS DL EQUITY LEVERAGE FUNDS |
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Short (S) |
DSB Dedicated Short Bias Funds |
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Income (I) |
EI Equity Income Funds |
OPI Option Income |
IEQ Equity Income |
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ENV Equity USA Environmental |
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Foreign (F)
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Regional (R)
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Canada (C) |
CN Canadian Funds |
ECN Equity Canada |
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China (Q) |
CH China Region Funds |
ECH Equity Greater China |
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Emerging Markets (M) |
EM Emerging Markets Funds |
EID Equity Global Emerging Markets |
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European (E) |
EU European Region Funds |
ERP Equity European |
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India (I) |
INR INDIA REGION FUNDS |
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Japan (J) |
JA Japanese Funds |
EJP Equity Japan JPN Japanese Equity |
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Latin America (L) |
LT Latin American Funds |
ELT Equity Latin America |
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Pacific (P) |
PC Pacific Region Funds |
EPC Equity Asia Pacific Including Japan PAC Pacific Equity |
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Pacific Ex Japan (X) |
XJ Pacific Ex Japan Funds |
EPX Equity Asia Pacific Excluding Japan |
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ESC Equity Single Country |
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Sector (S) |
Gold (G) |
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Health (H) |
GH GLOBAL HEALTH/BIOTECHNOLOGY FUNDS |
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Financial (F) |
GFS GLOBAL FINANCIAL SERVICES FUNDS |
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Natural Resources (N) |
GNR GLOBAL NATURAL RESOURCES FUNDS |
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Real Estate (R) |
GRE GLOBAL REAL ESTATE FUNDS IRE INTERNATIONAL REAL ESTATE FUNDS |
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Technology (T) |
GTK GLOBAL SCIENCE/TECHNOLOGY FUNDS |
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Utilities (U) |
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Consumer Goods (G) |
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Commodities (C) |
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Consumer Services (S) |
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Industrials (I) |
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Materials (M) |
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Telecom (A) |
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EGX Equity Global Equity Sector |
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Cap-Based (C) |
Large Cap (L) |
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Mid Cap (M) |
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Small Cap (S) |
GS Global Small-Cap Funds IS International Small-Cap Funds |
EGS Equity Global Small Company EIS Equity International Small Company |
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Micro Cap (I) |
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Style (Y) |
Growth (G) |
EGG Equity Global Growth EIG Equity International Growth |
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Total Return (T) |
EGT Equity Global Total Return EIT Equity International Total Return |
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IF International Funds GL Global Funds |
GLE Global Equity |
INT International Equity |
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Fixed Income (I)
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Muni (U) |
Short Duration (S) |
SMD Short Municipal Debt Funds |
LCA TxFr Bd Muni Short CA LFL TxFr Bd Muni Short FL LKY TxFr Bd Muni Short KY LMA TxFr Bd Muni Short MA LMD TxFr Bd Muni Short MD LMI TxFr Bd Muni Short MI LNC TxFr Bd Muni Short NC LNY TxFr Bd Muni Short NY LTN TxFr Bd Muni Short TN LVA TxFr Bd Muni Short VA MSM TxFr Bd Fed Muni Short |
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Intermediate Duration (I) |
CAT California Intermdt Municipal Debt Funds FLT Florida Intermediate Municipal Debt Fds IMD Intermediate Municipal Debt Funds MAT Massachusetts Intermediate Muni Debt Fds NYT New York Intermdt Municipal Debt Funds OHT Ohio Intermediate Municipal Debt Fds OST Other States Intermediate Muni Debt Fds PAT Pennsylvania Intermediate Muni Debt Fds VAT Virginia Intermediate Municipal Debt Funds
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IAZ TxFr Bd Muni Intermediate AZ ICA TxFr Bd Muni Intermediate CA ICO TxFr Bd Muni Intermediate CO ICT TxFr Bd Muni Intermediate CT IFL TxFr Bd Muni Intermediate FL IGA TxFr Bd Muni Intermediate GA IHI TxFr Bd Muni Intermediate HI IKS TxFr Bd Muni Intermediate KS IKY TxFr Bd Muni Intermediate KY IMA TxFr Bd Muni Intermediate MA IMD TxFr Bd Muni Intermediate MD IMI TxFr Bd Muni Intermediate MI IMN TxFr Bd Muni Intermediate MN IMT TxFr Bd Muni Intermediate MT INC TxFr Bd Muni Intermediate NC IND TxFr Bd Muni Intermediate ND INJ TxFr Bd Muni Intermediate NJ INM TxFr Bd Muni Intermediate NM INY TxFr Bd Muni Intermediate NY IOH TxFr Bd Muni Intermediate OH IOR TxFr Bd Muni Intermediate OR IPA TxFr Bd Muni Intermediate PA ISD TxFr Bd Muni Intermediate SD ITN TxFr Bd Muni Intermediate TN ITX TxFr Bd Muni Intermediate TX IVA TxFr Bd Muni Intermediate VA IVT TxFr Bd Muni Intermediate VT IWA TxFr Bd Muni Intermediate WA IWV TxFr Bd Muni Intermediate WV MIM TxFr Bd Fed Muni Intermediate |
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High Yield (H) |
MHY TxFr Bd Fed Muni High Yield |
MHY Municipal High-Yield |
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AL Alabama Municipal Debt Funds AZ Arizona Municipal Debt Funds CAG California Municipal Debt Funds CAI California Insured Municipal Debt Funds CAS California Sh-Intmdt Municipal Debt Fds CO Colorado Municipal Debt Funds CT Connecticut Municipal Debt Funds FL Florida Municipal Debt Funds FLI Florida Insured Municipal Debt Funds GA Georgia Municipal Debt Funds GM General Municipal Debt Funds HI Hawaii Municipal Debt Funds HM High Yield Municipal Debt Funds KS Kansas Municipal Debt Funds KY Kentucky Municipal Debt Funds LA Louisiana Municipal Debt Funds MA Massachusetts Municipal Debt Funds MD Maryland Municipal Debt Funds MDI Insured Municipal Debt Funds MI Michigan Municipal Debt Funds MN Minnesota Municipal Debt Funds MO Missouri Municipal Debt Funds NC North Carolina Municipal Debt Funds NJ New Jersey Municipal Debt Funds NY New York Municipal Debt Funds NYI New York Insured Municipal Debt Funds OH Ohio Municipal Debt Funds OR Oregon Municipal Debt Funds OSS Other States Short-Intmdt Muni Debt Fds OTH Other States Municipal Debt Funds PA Pennsylvania Municipal Debt Funds SC South Carolina Municipal Debt Funds SIM Short-Intmdt Municipal Debt Funds TN Tennessee Municipal Debt Funds TX Texas Municipal Debt Funds VA Virginia Municipal Debt Funds WA Washington Municipal Debt Funds |
MAL TxFr Bd Muni AL MAR TxFr Bd Muni AR MAZ TxFr Bd Muni AZ MCA TxFr Bd Muni CA MCO TxFr Bd Muni CO MCT TxFr Bd Muni CT MDE TxFr Bd Muni DE MFL TxFr Bd Muni FL MGA TxFr Bd Muni GA MGN TxFr Bd Fed Muni General MHI TxFr Bd Muni HI MIA TxFr Bd Muni IA MID TxFr Bd Muni ID MIL TxFr Bd Muni IL MIN TxFr Bd Muni IN MIS TxFr Bd Fed Muni Insured MKS TxFr Bd Muni KS MKY TxFr Bd Muni KY MLA TxFr Bd Muni LA MMA TxFr Bd Muni MA MMD TxFr Bd Muni MD MME TxFr Bd Muni ME MMI TxFr Bd Muni MI MMN TxFr Bd Muni MN MMO TxFr Bd Muni MO MMS TxFr Bd Muni MS MMT TxFr Bd Muni MT MNC TxFr Bd Muni NC MND TxFr Bd Muni ND MNE TxFr Bd Muni NE MNH TxFr Bd Muni NH MNJ TxFr Bd Muni NJ MNM TxFr Bd Muni NM MNY TxFr Bd Muni NY MOH TxFr Bd Muni OH MOK TxFr Bd Muni OK MOR TxFr Bd Muni OR MPA TxFr Bd Muni PA MPR TxFr Bd Muni PR MRI TxFr Bd Muni RI MSC TxFr Bd Muni SC MSD TxFr Bd Muni SD MTN TxFr Bd Muni TN MTX TxFr Bd Muni TX MUT TxFr Bd Muni UT MVA TxFr Bd Muni VA MVT TxFr Bd Muni VT MWA TxFr Bd Muni WA MWI TxFr Bd Muni WI MWV TxFr Bd Muni WV |
MBD Municipal Bond MSS Municipal Single State
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Corporate (C) |
Quality (Q) |
High Quality (H) |
A Corporate Debt Funds A Rated |
CHQ Tx Bd Corp High Quality |
CHY Corporate High-Yield Bond |
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Medium Quality (M) |
CMQ Tx Bd Corp Medium Quality |
CBD Corporate Bond |
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High Yield (Y) |
BBB Corporate Debt Funds BBB-Rated |
CHY Tx Bd Corp High Yield |
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Duration (D) |
Short (S) |
CSM Tx Bd Corp Short |
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Intermediate (I) |
CIM Tx Bd Corp Intermediate |
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CGN Tx Bd Corp Bond General CPR Tx Bd Corp Prime Rate |
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Government (G) |
TIPS (T) |
IUT Treasury Inflation Protected Securities |
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Duration (D) |
Short (S) |
SUS Short U.S. Government Funds SUT Short U.S. Treasury Funds |
GSM Tx Bd USA Govt Short |
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Intermediate (I) |
IUG Intermediate U.S. Government Funds |
GIM Tx Bd USA Govt Intermediate |
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SIU Short-Intermediate U.S. Government Funds |
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GUS General U.S. Government Fds GUT General U.S. Treasury Funds |
GGN Tx Bd USA Govt General |
GOV Government Securities |
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Money Market (M)
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Muni (M) |
CAM California Tax-Exempt Money Market Funds CTM Connecticut Tax-Exempt Money Market Fds MAM Massachusetts Tax-Exempt Money Market Fd MIM Michigan Tax-Exempt Money Market Funds NUM New Jersey Tax-Exempt Money Market Funds NYM New York Tax-Exempt Money Market Funds OHM Ohio Tax-Exempt Money Market Funds OTM Other States Tax-Exempt Money Market Fds PAM Pennsylvania Tax-Exempt Money Market Fds |
TAL TxFr MM Muni AL TAZ TxFr MM Muni AZ TBG TxFr MM Fed Muni Bank Managed TCA TxFr MM Muni CA TCT TxFr MM Muni CT TFG TxFr MM Fed Muni General TFI TxFr MM Fed Muni Instl TFL TxFr MM Muni FL TGA TxFr MM Muni GA TMA TxFr MM Muni MA TMD TxFr MM Muni MD TMI TxFr MM Muni MI TMN TxFr MM Muni MN TNC TxFr MM Muni NC TNJ TxFr MM Muni NJ TNY TxFr MM Muni NY TOH TxFr MM Muni OH TPA TxFr MM Muni PA TTN TxFr MM Muni TN TTX TxFr MM Muni TX TVA TxFr MM Muni VA |
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IMM Instl Money Market Funds ITE Instl Tax-Exempt Money Market Funds ITM Instl U.S. Treasury Money Market Funds IUS Instl U.S. Government Money Market Funds MM Money Market Funds TEM Tax-Exempt Money Market Funds USS U.S. Government Money Market Funds UST U.S. Treasury Money Market Funds |
SBA Tx MM Bank Govt & Agency SBP Tx MM Bank Prime SBT Tx MM Bank Govt SCU Tx MM Currency Funds SIA Tx MM Instl Govt & Agency SIP Tx MM Instl Prime SIT Tx MM Instl Govt SPR Tx MM Prime SUA Tx MM Govt & Agency SUT Tx MM Govt |
MMF Money Market Fund TFM Tax-free Money Market TMM Taxable Money Market |
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Foreign (F) |
Money Market (M) |
SBE Tx MM Bank Prime Euro SBY Tx MM Bank Prime Euro Yank SIE Tx MM Instl Prime Euro SIY Tx MM Instl Prime Euro Yank SPE Tx MM Prime Euro SPY Tx MM Prime Euro Yank |
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EMD Emerging Markets Debt Funds GLI Global Income Funds INI International Income Funds SWM Short World Multi-Market Income Funds |
BGA Tx Bd Pan Americas BGE Tx Bd Global Emerging Market BGG Tx Bd Global Govt Bond BGN Tx Bd Global Bond General BGS Tx Bd Global Bond Short GBG Global Bond General GBS Global Bond Short Maturity BGC Global Corporation Fixed Income |
IBD International Bond MTG Government Mortgage-backed |
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FLX Flexible Income Funds GB General Bond Funds HY High Current Yield Funds IID Intermediate Investment Grade Debt Funds MSI Multi-Sector Income Funds SFI SPECIALTY FIXED INCOME FUNDS SID Short Investment Grade Debt Funds SII Short-Intmdt Investment Grade Debt Funds USO Ultra-Short Obligations Funds |
CSI Tx Bd Strategic Income CVR Convertibles |
IFL Flexible Income S Stabillity |
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Mixed FI & Equity (M)
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Target Funds (T)
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BT Balanced Target Maturity Funds MATA Mixed-Asset Target 2010 Funds MATB Mixed-Asset Target 2020 Funds MATC Mixed-Asset Target 2030 Funds MATD Mixed-Asset Target 2035 Funds MATE Mixed-Asset Target 2050+ Funds MATF Mixed-Asset Target 2015 Funds MATG Mixed-Asset Target 2025 Funds MATH Mixed-Asset Target 2040 Funds MATI Mixed-Asset Target 2045 Funds TM Target Maturity Funds |
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CV Convertible Securities Funds FX Flexible Portfolio Funds GX Global Flexible Port Funds I Income Funds S Specialty/Miscellaneous Funds B Balanced Funds |
BAL Asset Allocation USA Balanced CPF Asset Allocation USA Preferred EPR Asset Allocation USA Principle Return FLG Asset Allocation Global Flexible FLX Asset Allocation USA Flexible BAL Asset Allocation USA Balanced IMX Asset Allocation USA Income |
I Income OTH Other (not classified) AAL Asset Allocation BAL Balanced G-I G-I-S G-S G-S-I GS I-G I-G-S I-S I-S-G S-G-I S-I S-I-G |
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Other (O) |
Mortgage-backed (M) |
LP Loan Participation Funds ARM Adjustable Rate Mortgage Funds GNM GNMA Funds USM U.S. Mortgage Funds |
GMA Tx Bd USA Govt Mortgage Adj Returns GMB Tx Bd USA Govt Mortgage Backed |
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Currency (C) |
CRX CURRENCY FUNDS |
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