CRSP Style Code

< Wiesenberger Objective Codes     Lipper Objective and Classification Codes >


The CRSP US Survivor-Bias-Free Mutual Funds database includes style and objective codes from three different sources over the life of the database.  No single source exists for its full-time range.

 

  • Wiesenberger Objective codes are populated between 1962 – 1993.
  • Strategic Insight Objective codes are populated between 1993 – 1998.
  • Lipper Objective codes begin 1998.

The CRSP Style Code builds continuity within the database by using the three afore mentioned codes as its base and provides consistency with those codes provided by our different sources.

The CRSP Style Code consists of up to four characters, with each position defined.  Reading Left to Right, the four codes represent an increasing level of granularity.  For example, a code for a particular mutual fund is EDYG, where:

E = Equity, D = Domestic, Y = Style, G = Growth

Codes with less than four characters exist, and it simply means that they are defined to a less granular level.

 
Level 1 Level 2 Level 3 Level 4 Lipper Strategic Insights Wiesenberger

Equity (E)

Domestic (D)

Sector (S)

Gold (O)

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

Financial (F)

FS Financial Services Funds

FIN Equity USA Financial Sector

FIN Financial Sector

Natural Resources (N)

NR Natural Resources Funds

NTR Equity Natural Resources & Energy

ENR Energy/Natural Resources

Real Estate (R)

RE Real Estate Funds

RLE Equity USA Real Estate

 

Technology (T)

TK Science & Technology Funds

TEC Equity USA Technology

TCH Technology Sector

Utilities (U)

UT Utility Funds

UTI Equity USA Utilities

UTL Utilities

Consumer Goods (G)

CG CONSUMER GOODS FUNDS

   

Commodities (C)

CMD COMMODITIES FUNDS

   

Consumer Services (S)

CS CONSUMER SERVICES FUNDS

   

Industrials (I)

ID INDUSTRIALS FUNDS

   

Materials (M)

BM BASIC MATERIALS FUNDS

   

Telecom (A)

TL Telecommunication Funds

   
 

SEC Equity USA Misc Sectors

 

Cap-based (C)

Large Cap (L)

SP S&P 500 Index Objective Funds

   

Mid Cap (M)

MC Mid-Cap Funds

GMC Equity USA Midcaps

 

Small Cap (S)

SG Small-Cap Funds

SCG Equity USA Small Companies

SCG Small Capitalization Growth

Micro Cap (I)

MR Micro-Cap Funds

   

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

Growth & Income (B)

GI Growth and Income Funds

GRI Equity USA Growth & Income

ING Equity USA Income & Growth

GCI Growth and Current Income

Hedged (H)

LSE Long/Short Equity Funds

EMN Equity Market Neutral Funds

ABR ABSOLUTE RETURN FUNDS

DL EQUITY LEVERAGE FUNDS

   

Short (S)

DSB Dedicated Short Bias Funds

   

Income (I)

EI Equity Income Funds

OPI Option Income

IEQ Equity Income

 

ENV Equity USA Environmental

 

Foreign (F)

Regional (R)

 

Canada (C)

CN Canadian Funds

ECN Equity Canada

 

China (Q)

CH China Region Funds

ECH Equity Greater China

 

Emerging Markets (M)

EM Emerging Markets Funds

EID Equity Global Emerging Markets

 

European (E)

EU European Region Funds

ERP Equity European

 

India (I)

INR INDIA REGION FUNDS

   

Japan (J)

JA Japanese Funds

EJP Equity Japan

JPN Japanese Equity

 

Latin America (L)

LT Latin American Funds

ELT Equity Latin America

 

Pacific (P)

PC Pacific Region Funds

EPC Equity Asia Pacific Including Japan

PAC Pacific Equity

 

Pacific Ex Japan (X)

XJ Pacific Ex Japan Funds

EPX Equity Asia Pacific Excluding Japan

 
 

ESC Equity Single Country

 

Sector (S)

Gold (O)

     

Health (H)

GH GLOBAL HEALTH/BIOTECHNOLOGY FUNDS

   

Financial (F)

GFS GLOBAL FINANCIAL SERVICES FUNDS

   

Natural Resources (N)

GNR GLOBAL NATURAL RESOURCES FUNDS

   

Real Estate (R)

GRE GLOBAL REAL ESTATE FUNDS

IRE INTERNATIONAL REAL ESTATE FUNDS

   

Technology (T)

GTK GLOBAL SCIENCE/TECHNOLOGY FUNDS

   

Utilities (U)

     

Consumer Goods (G)

     

Commodities (C)

     

Consumer Services (S)

     

Industrials (I)

GIF Global Infrastructure Funds

   

Materials (M)

     

Telecom (A)

     
 

EGX Equity Global Equity Sector

 

Cap-Based (C)

Large Cap (L)

     

Mid Cap (M)

     

Small Cap (S)

GS Global Small-Cap Funds

IS International Small-Cap Funds

EGS Equity Global Small Company

EIS Equity International Small Company

 

Micro Cap (I)

     

Style (Y)

Growth (G)

 

EGG Equity Global Growth

EIG Equity International Growth

 

Total Return (T)

 

EGT Equity Global Total Return

EIT Equity International Total Return

 
 

IF International Funds

GL Global Funds

GLE Global Equity

INT International Equity

Fixed Income (I)

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

 

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

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

 

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

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

 

High Yield (H)

 

MHY TxFr Bd Fed Muni High Yield

MHY Municipal High-Yield

 

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

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

MBD Municipal Bond

MSS Municipal Single State

 
 
 

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

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

 
 
 
 
 

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

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

 
 
 
 
 

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

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

 
 
 
 
 
 

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

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

 
 
 
 
 

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

   
 
 

Corporate (C)

Quality (Q)

High Quality (H)

A Corporate Debt Funds A Rated

CHQ Tx Bd Corp High Quality

CHY Corporate High-Yield Bond

Medium Quality (M)

 

CMQ Tx Bd Corp Medium Quality

CBD Corporate Bond

High Yield (Y)

BBB Corporate Debt Funds BBB-Rated

CHY Tx Bd Corp High Yield

 

Duration (D)

Short (S)

 

CSM Tx Bd Corp Short

 

Intermediate (I)

 

CIM Tx Bd Corp Intermediate

 
 

CPB Core Plus Bond Funds

CGN Tx Bd Corp Bond General

CPR Tx Bd Corp Prime Rate

 

Government (G)

TIPS (T)

IUT Treasury Inflation Protected Securities

   

Duration (D)

Short (S)

SUS Short U.S. Government Funds

SUT Short U.S. Treasury Funds

GSM Tx Bd USA Govt Short

 

Intermediate (I)

IUG Intermediate U.S. Government Funds

GIM Tx Bd USA Govt Intermediate

 
 

SIU Short-Intermediate U.S. Government Funds

   
 

GUS General U.S. Government Fds

GUT General U.S. Treasury Funds

GGN Tx Bd USA Govt General

GOV Government Securities

Money Market (M)

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

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

 

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

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

 
 

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

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

MMF Money Market Fund

TFM Tax-free Money Market

TMM Taxable Money Market

MM Money Market Funds

TEM Tax-Exempt Money Market Funds

USS U.S. Government Money Market Funds

UST U.S. Treasury Money Market Funds

SPR Tx MM Prime

SUA Tx MM Govt & Agency

SUT Tx MM Govt

 

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

 
 

EMD Emerging Markets Debt Funds

GLI Global Income Funds

INI International Income Funds

SWM Short World Multi-Market Income Funds

EML Emerging Markets Local Currency Debt 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

 

FLX Flexible Income Funds

GB General Bond Funds

HY High Current Yield Funds

IID Intermediate Investment Grade Debt Funds

MSI Multi-Sector Income Funds

CSI Tx Bd Strategic Income

CVR Convertibles

IFL Flexible Income

S Stabillity

SFI SPECIALTY FIXED INCOME FUNDS

SID Short Investment Grade Debt Funds

SII Short-Intmdt Investment Grade Debt Funds

USO Ultra-Short Obligations Funds

   

Mixed FI & Equity (M)

Target Funds (T)

BT Balanced Target Maturity Funds

TM Target Maturity Funds

   
 

AGM Alternative Global Macro Funds

CV Convertible Securities Funds

FX Flexible Portfolio Funds

GX Global Flexible Port Funds

I Income Funds

S Specialty/Miscellaneous Funds

BAL Asset Allocation USA Balanced

CPF Asset Allocation USA Preferred

EPR Asset Allocation USA Principle Return

I Income

OTH Other (not classified)

AAL Asset Allocation

BAL Balanced

G-I

G-I-S

B Balanced Funds

FLG Asset Allocation Global Flexible

FLX Asset Allocation USA Flexible

BAL Asset Allocation USA Balanced

IMX Asset Allocation USA Income

G-S

G-S-I

GS

I-G

I-G-S

I-S

   

I-S-G

S-G-I

S-I

S-I-G

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

 

Currency (C)

CRX CURRENCY FUNDS

   
 

ACF Alternative Credit Focus Funds

AED Alternative Event Driven Funds

AMS Alternative Multi-Strategy Funds

EMP Energy MLP Funds

MFF Alternative Managed Futures Fund

ALT Alternative Other Funds

STB Stable Value Funds

   

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