Dian's Column
Dian's Archive



Lipper

The following information is from Wiesenberger, a Thomson Financial Company, and is believed to be accurate.

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CCB Bond Fund
COBFX

CCB Equity Fund
COEFX

CCB NC Municipal
CNCMX

CG Cap Mkt Fds-Balanced
TBLUX

CG Cap Mkt Fds-Emerging Mkts
TEMUX

CG Cap Mkt Fds-High Yield Bond Inv
THYUX

CG Cap Mkt Fds-Interm Fixed Inc
TIIUX

CG Cap Mkt Fds-Intl Equity Invts
TIEUX

CG Cap Mkt Fds-Intl Fixed Invt
TIFUX

CG Cap Mkt Fds-Large Cap Grwth
TLGUX

CG Cap Mkt Fds-Large Cap Val Eq
TLVUX

CG Cap Mkt Fds-Long Term Bond
TTRUX

CG Cap Mkt Fds-Mortgage Backed
TMBUX

CG Cap Mkt Fds-Municipal Bd Invt
TMUUX

CG Cap Mkt Fds-Small Cap Growth
TSGUX

CG Cap Mkt Fds-Small Cap Val Eq
TSVUX

CGM American Tax Free Fund
CGMAX

CGM Capital Development
LOMCX

CGM Fixed Income
CFXIX

CGM Focus Fund
CGMFX

CGM Mutual Fund
LOMMX

CGM Realty Fund
CGMRX

CLS AdvisorOne Fds-Amerigo Fund
CLSAX

CRA Realty Shares Instl
CRARX

CRM Large Cap Value Inv
CRMLX

CRM Small Cap Value Inv
CRMSX

CUFUND Adjustable Rate Mortgage
CUARX

CUFUND Short Term Maturity
CUSTX

Calamos Convertible Fund A
CCVIX

Calamos Convertible Fund C
CCVCX

Calamos Global Growth & Income A
CVLOX

Calamos Global Growth & Income C
CVLCXP>

Calamos Growth & Income Fund A
CVTRX

Calamos Growth & Income Fund C
CVTCX

Calamos Growth Fund A
CVGRX

Calamos Growth Fund C
CVGCX

Calamos Strategic Income Fund A
CVSIX

Calamos Strategic Income Fund C
CVSCX

Caldwell & Orkin Mkt Opportunity
COAGX

California Invest Tr-CA Ins T/F
CATFX

California Invest Tr-CA Tax Free
CFNTX

California Invest Tr-Equity Income
EQTIX

California Invest Tr-S&P 500 Idx
SPFIX

California Invest Tr-S&P MdCap Idx
SPMIX

California Invest Tr-S&P SmCap Idx
SMCIX

California Invest Tr-US Govt
CAUSX

Calvert CA Interm Muni Bond A
CCIMX

Calvert Capital Accumulation Fd A
CCAFX

Calvert Capital Accumulation Fd C
CCACX

Calvert Income Portfolio A
CFICX

Calvert MD Interm Muni Bond A
CMDMX

Calvert Natl Interm Muni A
CINMX

Calvert New Africa Fund
CNAFX

Calvert New Vision Small Cap A
CNVAX

Calvert New Vision Small Cap C
CNVCX

Calvert Social-Balanced Portf A
CSIFX

Calvert Social-Balanced Portf C
CSGCX

Calvert Social-Bond A
CSIBX

Calvert Social-Equity A
CSIEX

Calvert Social-Equity C
CSECX

Calvert Tax Free Reserve-Long A
CTTLX

Calvert Tax Free Reserve-Ltd A
CTFLX

Calvert Tax Free Reserve-VT A
CGVTX

Calvert VA Interm Muni Bond A
CVAAX

Calvert World Values Intl Eqty A
CWVGX

Calvert World Values Intl Eqty C
CWVCX

Canandaigua Equity Fund
CEQTX

Capital Exchange Fund
CAPEX

Capital Income Builder
CAIBX

Capital Management Mid-Cap Inst
CMEIX

Capital Management Mid-Cap Inv
CMCIX

Capital Value Fund
CAPVX

Capital World Bond Fund
CWBFX

Capital World Gr & Inc Fund
CWGIX

Cappiello-Rushmore Emerging Gr
CREGX

Cappiello-Rushmore Gold Fund
CRGDX

Cappiello-Rushmore Growth Fund
CRGRX

Cappiello-Rushmore Utility Income
CRUTX

Capstone Govt Income Fund
CGVIX

Capstone Growth Fund
TRDFX

Capstone Japan Fund
CNJFX

Capstone New Zealand Fund
CNZLX

Capstone Soc Ethic & Relig Val Bd
CSBFX

Capstone Soc Ethic & Relig Val Intl
CSINX

Carillon Invest Tr-Capital
CCPFX

Carl Domino Equity Income Fund
CDEIX

Carolinas Fund Inst
CARTX

Carolinas Fund Inv
CARVX

Centura Federal Securities Inc C
CSICX

Centura Large Cap Equity C
CEICX

Centura Mid Cap Equity A
CMEAX

Centura Mid Cap Equity B
CMEBX

Centura Mid Cap Equity C
CEGCX

Centura NC Tax Free Bond C
CNCTX

Centura Southeast Equity C
CSEEX

Centurion International Equity
CTIEX

Centurion T.A.A. Fund
EVFIX

Centurion US Contra Fd
CTUCX

Centurion US Equity Fd
CTUSX

Century Shares Trust
CENSX

Chaconia Income & Growth Fund
CHIGX

Chase Balanced Fund
RITBX

Chase Core Equity Fund
RITCX

Chase Equity Growth Fund
RITEX

Chase Equity Income Fund
RIEIX

Chase Income Fund
RITIX

Chase Intermediate Term Bond
CHIBX

Chase Short-Interm US Govt
RITGX

Chase Small Capitalization
ATSCX

Chase Vista Balanced A
VBALX

Chase Vista Balanced B
VBCBX

Chase Vista Bond A
VBDAX

Chase Vista Bond I
TRBDX

Chase Vista CA Interm T/F Inc A
VCATX

Chase Vista Capital Growth A
VCAGX

Chase Vista Capital Growth B
VCGBX

Chase Vista Capital Growth I
VCGIX

Chase Vista Equity Income A
VEQIX

Chase Vista Equity Income B
VEIBX

Chase Vista European Shares A
VEUAX

Chase Vista Focus A
VFOAX

Chase Vista Focus B
VFOBX

Chase Vista Growth & Income A
VGRIX

Chase Vista Growth & Income B
VINBX

Chase Vista Growth & Income I
VGIIX

Chase Vista International Equity A
VIEAX

Chase Vista International Equity B
VIEBX

Chase Vista Large Cap Equity A
VLEQX

Chase Vista Large Cap Equity I
TREQX

Chase Vista NY Tax Free Income A
VTNYX

Chase Vista NY Tax Free Income B
VNYBX

Chase Vista Select-Balanced Fund
VSBLX

Chase Vista Select-Bond Fund
VSBDX

Chase Vista Select-Equity Income
VEISX

Chase Vista Select-Interm Bond
VSIBX

Chase Vista Select-Interm T/F Inc
VSITX

Chase Vista Select-Intl Equity
VSIEX

Chase Vista Select-Large Cap Equity
VSLEX

Chase Vista Select-Large Cap Growth
VSLGX

Chase Vista Select-NJ Tax Free Inc
VSNJX

Chase Vista Select-NY Tax Free Inc
VSNYX

Chase Vista Select-New Gr Opports
VSNGX

Chase Vista Select-Short Term Bond
VSSBX

Chase Vista Select-Small Cap Value
VSSCX

Chase Vista Select-Tax Free Income
VSTFX

Chase Vista Short Term Bond Fund A
HSTGX

Chase Vista Short Term Bond Fund I
TRSBX

Chase Vista Small Cap Equity A
VSEAX

Chase Vista Small Cap Equity B
VSEBX

Chase Vista Small Cap Equity I
VSEIX

Chase Vista Small Cap Opports A
VSCOX

Chase Vista Small Cap Opports B
VSCBX

Chase Vista Tax Free Income A
VTFIX

Chase Vista Tax Free Income B
VTIBX

Chase Vista US Government Sec I
HUSGX

Chase Vista US Treasury Income A
VGVIX

Chase Vista US Treasury Income B
VGVBX

Chesapeake Aggressive Growth Fund
CPGRX

Chesapeake Growth Fund A
CHEAX

Chesapeake Growth Fund Instl
CHESX

Chesapeake Growth Fund Super Inst
CHSIX

Chicago Trust Balanced Fd
CHTAX

Chicago Trust Bond Fund
CHTBX

Chicago Trust Growth & Income Fd
CHTIX

Chicago Trust Municipal Bond Fd
CHTMX

Chicago Trust Small Cap Value
ASCVX

Chicago Trust Talon Fund
CHTTX

Cincinnati Fund (The)
CINFX

CitiFunds Balanced Fund
CFBPX

CitiFunds CA Tax Free Income
CCAIX

CitiFunds Growth and Income
CFGIX

CitiFunds Intermediate Income
CFIIX

CitiFunds International Equity
CFIPX

CitiFunds Large Cap Growth
CFLGX

CitiFunds NY Tax Free Income
CFTNX

CitiFunds National Tax Free
CFNIX

CitiFunds Sh-Term US Gov Inc
CFSUX

CitiFunds Small Cap Growth
CFSGX

CitiFunds Small Cap Value
CFSVX

CitiSelect Folio 200 A
CFBAX

CitiSelect Folio 300 A
CFCAX

CitiSelect Folio 400 A
CFDAX

CitiSelect Folio 500 A
CFEAX

Citizens Emerg Gr
WAEGX

Citizens Global Eq
WAGEX

Citizens Income
WAIMX

Citizens Index Fd
WAIDX

Citizens Index Inst
WINIX

Clipper Focus Inst
CLPRX

Clipper Fund
CFIMX

Clover Equity Value Fund
CCEVX

Clover Fixed Income Fund
TCFIX

Clover Small Cap Value Fund
TCSVX

Cohen & Steers Equity Income A
CSEIX

Cohen & Steers Realty Shrs
CSRSX

Cohen & Steers Special Equity
CSSPX

Colonial CA Tax Exempt A
CLMPX

Colonial CA Tax Exempt B
CCABX

Colonial CT Tax Exempt A
COCTX

Colonial CT Tax Exempt B
CCTBX

Colonial FL Tax Exempt A
CFLAX

Colonial FL Tax Exempt B
CFLBX

Colonial Federal Securities A
CFSAX

Colonial Federal Securities B
CFSOX

Colonial Fund (The) A
COLFX

Colonial Fund (The) B
CCFBX

Colonial Fund (The) Z
CTCFX

Colonial Global Equity A
COEAX

Colonial Global Equity B
COEBX

Colonial Global Utilities A
CGUAX

Colonial High Yield Muni A
CHYBX

Colonial High Yield Muni B
COMBX

Colonial High Yield Secs A
COLHX

Colonial High Yield Secs B
COHBX

Colonial High Yield Secs C
CHYCX

Colonial Income Fund A
COLIX

Colonial Income Fund B
CLIBX

Colonial Interm Tax Exempt Fd A
CIXAX

Colonial Interm Tax Exempt Fd B
CIXBX

Colonial Interm US Government A
CUSGX

Colonial Interm US Government B
CUSBX

Colonial Intl Horizons A
CONAX

Colonial Intl Horizons B
CONBX

Colonial MA Tax Exempt A
COMAX

Colonial MA Tax Exempt B
CMABX

Colonial MI Tax Exempt A
CXMIX

Colonial MI Tax Exempt B
CMHBX

Colonial MN Tax Exempt A
CLMNX

Colonial MN Tax Exempt B
CMXBX

Colonial NC Tax Exempt A
CNOAX

Colonial NC Tax Exempt B
CNOBX

Colonial NY Tax Exempt A
COLNX

Colonial NY Tax Exempt B
CNYBX

Colonial OH Tax Exempt A
CTOHX

Colonial OH Tax Exempt B
CBOHX

Colonial Select Value Fund A
COLGX

Colonial Select Value Fund B
COGBX

Colonial Select Value Fund C
CSVCX

Colonial Small Cap Value Fund A
CSMIX

Colonial Small Cap Value Fund B
CSSBX

Colonial Small Cap Value Fund C
CSSCX

Colonial Strategic Balanced A
CSBAX

Colonial Strategic Balanced B
CSBBX

Colonial Strategic Balanced C
CSBDX

Colonial Strategic Income A
COSIX

Colonial Strategic Income B
CLSBX

Colonial Strategic Income C
CLSCX

Colonial Tax Exempt A
COLTX

Colonial Tax Exempt B
CTEBX

Colonial Tax Exempt Insured A
CEXIX

Colonial Tax Exempt Insured B
CEIBX

Colonial US Growth & Income A
CFGAX

Colonial US Growth & Income B
CFGBX

Colonial US Growth & Income C
CFGDX

Colonial Utilities Fund A
CUTLX

Colonial Utilities Fund B
CUTBX

Colorado Bond Shares Tax-Exempt A
HICOX

Columbia Balanced Fund
CBALX

Columbia Common Stock Fund
CMSTX

Columbia Fixed Income Secs
CFISX

Columbia Growth Fund
CLMBX

Columbia High Yield Fund
CMHYX

Columbia International Stock
CMISX

Columbia Municipal Bond
CMBFX

Columbia Real Estate Equity
CREEX

Columbia Small Cap Fund
CMSCX

Columbia Special Fund
CLSPX

Columbia US Govt Securities
CUGGX

Commerce Balanced Fd
CFBLX

Commerce Balanced Svc
CSBLX

Commerce Bond Inst
CFBNX

Commerce Bond Svc
CSBNX

Commerce Growth & Income Inst
CFVLX

Commerce Growth & Income Svc
CSVLX

Commerce Growth Fd
CFGRX

Commerce Growth Svc
CSGRX

Commerce Intl Equity Fd
CFIEX

Commerce Intl Equity Svc
CSISX

Commerce MO Tax Free Fd
CFMOX

Commerce Mid Cap Fd
CFAGX

Commerce Mid Cap Svc
CSAGX

Commerce National Tax Free Fd
CFNLX

Commerce Short Term Govt Bd Fd
CFSTX

Commerce Short Term Govt Bd Svc
CSSTX

Comstock Partners Capital Value A
DRCVX

Comstock Partners Capital Value B
DCVBX

Comstock Partners Capital Value C
CPCCX

Comstock Partners Capital Value R
CPCRX

Comstock Partners Strategy A
CPFAX

Comstock Partners Strategy C
CPFCX

Comstock Partners Strategy O
CPSFX

Concorde Income Fund
COINX

Concorde Value Fund
CONVX

Conseco Fd Grp-20 Fund A
CTWAX

Conseco Fd Grp-Balanced Fund A
COAAX

Conseco Fd Grp-Balanced Fund Y
CAAYX

Conseco Fd Grp-Convertible Sec A
CCSAX

Conseco Fd Grp-Equity Fd A
CEYAX

Conseco Fd Grp-Equity Fd Y
CEQYX

Conseco Fd Grp-Fixed Inc Fund A
COFAX

Conseco Fd Grp-Fixed Inc Fund Y
CFIYX

Conseco Fd Grp-High Yield Fund A
CHYAX

Copley Fund
COPLX

CornerCap Growth Fund
CGRFX

Countrywide Adj Rate USG A
CARAX

Countrywide Aggressive Growth A
CAGFX

Countrywide Equity Fund A
CEQAX

Countrywide Equity Fund C
CEQCX

Countrywide Growth/Value A
CGVFX

Countrywide Interm Bond A
CIBFX

Countrywide Interm Govt Inc A
CITAX

Countrywide KY Tax-Free A
CKTFX

Countrywide T/F Tr-Interm A
CTFAX

Countrywide T/F Tr-Interm C
CTFCX

Countrywide T/F Tr-Ohio Insd A
COHAX

Countrywide T/F Tr-Ohio Insd C
COHCX

Countrywide Utility Income A
CUTAX

Countrywide Utility Income C
CUTCX

Coventry Grp-Willamette Val Fd
WILVX

Crabbe Huson Asset Allocation I
CHAIX

Crabbe Huson Contrarian Income
CHINX

Crabbe Huson Equity Fd
CHEYX

Crabbe Huson Equity I
CHEIX

Crabbe Huson Mgd Income & Equity
CHAAX

Crabbe Huson Oregon Tax Exempt Fd
ORBFX

Crabbe Huson Real Estate Invt
CHREX

Crabbe Huson Small Cap Fd
CHSCX

Crabbe Huson Small Cap I
CHISX

Crabbe Huson Special Fund
CHSPX

CrestFunds-Balanced Fd Trust
CLVBX

CrestFunds-Capital Apprec Inv A
CAIAX

CrestFunds-Capital Apprec Tr
CCATX

CrestFunds-Govt Bond Inv B
CGBBX

CrestFunds-Govt Bond Tr
CGBTX

CrestFunds-Growth & Inc Trust
CLVGX

CrestFunds-Interm Bond Inv
CIBAX

CrestFunds-Interm Bond Tr
CRBDX

CrestFunds-Ltd Term Bd Tr
CRSBX

CrestFunds-Maximum Growth Trust
CVMGX

CrestFunds-Special Eq A
CSEAX

CrestFunds-Special Eq B
CSEBX

CrestFunds-Special Eq Tr
CRSEX

CrestFunds-VA Interm Muni Inv
CVIAX

CrestFunds-VA Interm Muni Tr
CRVTX

CrestFunds-VA Muni Bond Inv B
CVMBX

CrestFunds-VA Muni Bond Tr
CVMTX

CrestFunds-Value Inv A
CFVIX

CrestFunds-Value Inv B
CVIBX

CrestFunds-Value Tr
CRVAX

Croft-Leominster Income
CLINX

Croft-Leominster Value
CLVFX

Cutler Approved List Equity Fund
CALEX

Cutler Equity Income
CEIFX

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I'VE GOT THEIR NUMBER
Some of the most frequently asked questions I get are what are fund families toll-free numbers, web site addresses and fund ticker symbols.

Here's a one-stop resource for all that data. Please note that not all mutual funds have ticker symbols, although this list contains more than 8000 of them; not all fund families have web sites, you'll find about 150 here; but most families have toll-free numbers. Information was collected from reliable sources and believed to be accurate, if you find out otherwise, please let me know. Happy hunting.


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