Dian's Column
Dian's Archive



Lipper

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

a | b | c | d | e | f | g | h | i | j | k | l | m | n | o | p | q | r | s | t | u | v | w | x | y | z [ index ]

1838 Fixed Income Fund
ETFIX

1838 International Equity Fund
INTEX

1838 Investment Adv Small Cap
ESEQX

E.I.I. Realty Sec. Fd. Instl Shrs
EIIRX

EAI Select Managers Equity Fund
EASMX

ESC Strategic-Appreciation A
ESSAX

ESC Strategic-Appreciation D
ESSDX

ESC Strategic-Income A
ESIAX

ESC Strategic-Income D
ESIDX

ESC Strategic-Intl Equity A
ESGAX

ESC Strategic-Intl Equity D
ESGDX

ESC Strategic-Small Cap A
ESCAX

ESC Strategic-Small Cap D
ESCDX

ESC Strategic-Small Cap II A
EGRAX

ESC Strategic-Value Fund A
ESVAX

Eagle Growth Shares
EGRWX

Eastcliff Contarian Value Fund
EACVX

Eastcliff Growth Fund
EASGX

Eastcliff Regional Sm Cap Value
EARSX

Eastcliff Total Return
EATRX

Eaton Vance AL Muni B
EVALX

Eaton Vance AR Muni B
EVARX

Eaton Vance AZ Muni B
EVAZX

Eaton Vance Adv Sr Floating-Rate
EAFRX

Eaton Vance Balanced A
EVIFX

Eaton Vance Balanced B
EMIFX

Eaton Vance Balanced C
ECIFX

Eaton Vance CA Ltd Mat Muni A
EXCAX

Eaton Vance CA Ltd Mat Muni B
ELCAX

Eaton Vance CA Muni B
EVCAX

Eaton Vance CO Muni B
EVCLX

Eaton Vance CT Ltd Mat Muni A
EXCTX

Eaton Vance CT Ltd Mat Muni B
ELCTX

Eaton Vance CT Muni B
EVCTX

Eaton Vance Emerging Mkts A
ETEMX

Eaton Vance Emerging Mkts B
EMEMX

Eaton Vance FL Ins Muni B
EBFIX

Eaton Vance FL Ltd Mat Muni A
EXFLX

Eaton Vance FL Ltd Mat Muni B
ELFLX

Eaton Vance FL Ltd Mat Muni C
EZFLX

Eaton Vance FL Muni B
EVFLX

Eaton Vance GA Muni B
EVGAX

Eaton Vance Govt Obligatn A
EVGOX

Eaton Vance Govt Obligatn B
EMGOX

Eaton Vance Govt Obligatn C
ECGOX

Eaton Vance Greater China A
EVCGX

Eaton Vance Greater China B
EMCGX

Eaton Vance Greater China C
ECCGX

Eaton Vance Greater India A
ETGIX

Eaton Vance Greater India B
EMGIX

Eaton Vance Growth & Income A
EHSTX

Eaton Vance Growth & Income B
EMSTX

Eaton Vance Growth & Income C
ECSTX

Eaton Vance Growth Fund A
EVGFX

Eaton Vance Growth Fund B
EMGFX

Eaton Vance Growth Fund C
ECGFX

Eaton Vance HI Muni B
EVHWX

Eaton Vance High Income B
EVHIX

Eaton Vance High Income C
ECHIX

Eaton Vance High Yld Muni A
ETHYX

Eaton Vance High Yld Muni B
EVHYX

Eaton Vance Inc Fd of Boston
EVIBX

Eaton Vance Info Age A
ETIAX

Eaton Vance Info Age B
EMIAX

Eaton Vance Info Age C
ECIAX

Eaton Vance KY Muni B
EVKYX

Eaton Vance LA Muni B
EVLAX

Eaton Vance MA Ltd Mat Muni A
EXMAX

Eaton Vance MA Ltd Mat Muni B
ELMAX

Eaton Vance MA Ltd Mat Muni C
EZMAX

Eaton Vance MA Muni B
EVMAX

Eaton Vance MD Muni B
EVMYX

Eaton Vance MI Ltd Mat Muni A
EXMHX

Eaton Vance MI Ltd Mat Muni B
ELMHX

Eaton Vance MI Muni B
EVMIX

Eaton Vance MN Muni B
EVMNX

Eaton Vance MO Muni B
EVMOX

Eaton Vance MS Muni B
EVMSX

Eaton Vance Municipal Bond I
EVMBX

Eaton Vance NC Muni B
EVNCX

Eaton Vance NJ Ltd Mat Muni A
EXNJX

Eaton Vance NJ Ltd Mat Muni B
ELNJX

Eaton Vance NJ Muni B
EVNJX

Eaton Vance NY Ltd Mat Muni A
EXNYX

Eaton Vance NY Ltd Mat Muni B
ELNYX

Eaton Vance NY Ltd Mat Muni C
EZNYX

Eaton Vance NY Muni B
EVNYX

Eaton Vance Nat Ltd Mat Muni A
EXNAX

Eaton Vance Nat Ltd Mat Muni B
ELNAX

Eaton Vance Nat Ltd Mat Muni C
EZNAX

Eaton Vance National Muni A
EANAX

Eaton Vance National Muni B
EVHMX

Eaton Vance National Muni C
ECHMX

Eaton Vance OH Ltd Mat Muni A
EXOHX

Eaton Vance OH Ltd Mat Muni B
ELOHX

Eaton Vance OH Muni B
EVOHX

Eaton Vance OR Muni B
EVORX

Eaton Vance PA Ltd Mat Muni B
ELPNX

Eaton Vance PA Ltd Mat Muni C
EZPNX

Eaton Vance PA Muni B
EVPAX

Eaton Vance RI Muni B
EVRIX

Eaton Vance SC Muni B
EVSCX

Eaton Vance Short-Term Treas Inst
EVTIX

Eaton Vance Special Eq A
EVSEX

Eaton Vance Special Eq B
EMSEX

Eaton Vance Special Eq C
ECSEX

Eaton Vance Strategic Inc B
EVSGX

Eaton Vance Strategic Inc C
ECSIX

Eaton Vance TN Muni B
EVTNX

Eaton Vance TX Muni B
EVTEX

Eaton Vance Tax-Managed Growth A
ETTGX

Eaton Vance Tax-Managed Growth B
EMTGX

Eaton Vance Tax-Managed Growth C
ECTGX

Eaton Vance Tax-Managed Intl Gr A
ETIGX

Eaton Vance Tax-Managed Intl Gr B
EMIGX

Eaton Vance Tax-Managed Intl Gr C
ECIGX

Eaton Vance Tax-Mgd Emerg Gr A
ETMGX

Eaton Vance Tax-Mgd Emerg Gr B
EMMGX

Eaton Vance Tax-Mgd Emerg Gr C
ECMGX

Eaton Vance Utilities A
EVTMX

Eaton Vance Utilities B
EMTMX

Eaton Vance Utilities C
ECTMX

Eaton Vance VA Muni B
EVVAX

Eaton Vance WV Muni B
EVWVX

Eaton Vance WW Health Sciences A
ETHSX

Eaton Vance WW Health Sciences B
EMHSX

Eclipse Balanced Fund
EBALX

Eclipse MidCap Fund
ECGIX

Eclipse Small Cap Fund
EEQFX

Eclipse Ultra Short Term Income
ECUIX

Elfun Diversified Fund
ELDFX

Elfun Global Fund
EGLBX

Elfun Income Fund
EINFX

Elfun Tax Exempt Income
ELFTX

Elfun Trusts
ELFNX

Empire Builder Tax Free Bond B
EMBTX

Empire Builder Tax Free Bond Prem
EMTPX

Endowments Bond Portfolio
BENDX

Endowments Growth & Income
ENDIX

Enterprise-Capital Appreciation A
ENCAX

Enterprise-Capital Appreciation B
ECABX

Enterprise-Equity B
ENEBX

Enterprise-Equity Income A
ENGIX

Enterprise-Equity Income B
ENIBX

Enterprise-Government Sec A
ENGVX

Enterprise-Government Sec B
ENTBX

Enterprise-Growth Portfolio A
ENGRX

Enterprise-Growth Portfolio B
ENGBX

Enterprise-Growth Portfolio C
ENGCX

Enterprise-Growth Portfolio Y
ENGYX

Enterprise-Growth and Income A
EGNAX

Enterprise-Growth and Income B
EGNBX

Enterprise-Growth and Income Y
ENCEX

Enterprise-High Yield Bond A
ENHYX

Enterprise-High Yield Bond B
ENHBX

Enterprise-International Growth A
ENIGX

Enterprise-International Growth B
EIGBX

Enterprise-International Growth Y
ENIYX

Enterprise-Managed Portfolio A
ENMPX

Enterprise-Managed Portfolio B
ENMBX

Enterprise-Managed Portfolio C
ENMCX

Enterprise-Managed Portfolio Y
ENMYX

Enterprise-Small Co Growth A
ENSAX

Enterprise-Small Co Growth B
ENSBX

Enterprise-Small Co Growth Y
ENGEX

Enterprise-Small Co Value A
ENSPX

Enterprise-Small Co Value B
ESCBX

Enterprise-Small Co Value C
ESCVX

Enterprise-Small Co Value Y
EIGYX

Enterprise-Tax Exempt Income A
ETTEX

Enterprise-Tax Exempt Income B
ETTBX

EquiTrust Blue Chip Fund Trad
FBBLX

EquiTrust High Grade Bond Trad
FBHBX

EquiTrust High Yield Bond Trad
FBYBX

EquiTrust Managed Fund Trad
FBMGX

EquiTrust Value Growth Trad
FABUX

Euclid Market Neutral A
EMNAX

Euclid Market Neutral B
EMNBX

Euclid Market Neutral C
EMNCX

Eureka Equity Fund
EETSX

Eureka Global Asset Allocation
EGATX

Eureka Investment Grade Bond Fund
EIBTX

EuroPacific Growth Fund
AEPGX

Evergreen Aggressive Growth A
EAGAX

Evergreen Aggressive Growth B
EAGBX

Evergreen Aggressive Growth Y
EAGYX

Evergreen American Retirement A
EAMAX

Evergreen American Retirement B
EAMBX

Evergreen American Retirement Y
EAMRX

Evergreen Balanced A
EKBAX

Evergreen Balanced B
EKBBX

Evergreen Balanced Y
EKBYX

Evergreen Blue Chip A
EKNAX

Evergreen Blue Chip B
EKNBX

Evergreen CA MUNI A
EKCAX

Evergreen CA MUNI B
EKCBX

Evergreen CA MUNI C
EKCCX

Evergreen Cap Presv & Inc A
EKPAX

Evergreen Cap Presv & Inc B
EKPBX

Evergreen Cap Presv & Inc C
EKPCX

Evergreen Connecticut Muni Bond Y
ECTYX

Evergreen Diversified Bond A
EKDLX

Evergreen Diversified Bond B
EKDMX

Evergreen Diversified Bond Y
EKDOX

Evergreen Emerging Mkts Growth A
EMGAX

Evergreen Emerging Mkts Growth B
EMGBX

Evergreen Emerging Mkts Growth Y
EMGYX

Evergreen FL High Income Muni A
EFHAX

Evergreen FL High Income Muni B
EFHBX

Evergreen FL High Income Muni Y
EFHYX

Evergreen FL Muni Bond A
EFMAX

Evergreen FL Muni Bond B
EFMBX

Evergreen FL Muni Bond Y
EFMYX

Evergreen Fd for Total Rtn A
EKTAX

Evergreen Fd for Total Rtn B
EKTBX

Evergreen Fd for Total Rtn C
EKTCX

Evergreen Foundation Fund A
EFOAX

Evergreen Foundation Fund B
EFOBX

Evergreen Foundation Fund C
EFOCX

Evergreen Foundation Fund Y
EFONX

Evergreen Fund A
EVRAX

Evergreen Fund B
EVRBX

Evergreen Fund C
EVRCX

Evergreen Fund Y
EVGRX

Evergreen GA Muni Bond A
EGAAX

Evergreen GA Muni Bond B
EGABX

Evergreen GA Muni Bond Y
EGAYX

Evergreen Global Leaders A
EAGLX

Evergreen Global Leaders B
EBGLX

Evergreen Global Leaders Y
EYGLX

Evergreen Global Opp A
EKGAX

Evergreen Global Opp B
EKGBX

Evergreen Global Opp C
EKGCX

Evergreen Growth & Income Fund A
EGIAX

Evergreen Growth & Income Fund B
EGIBX

Evergreen Growth & Income Fund C
EGICX

Evergreen Growth & Income Fund Y
EVVTX

Evergreen High Grade MUNI A
EHGAX

Evergreen High Grade MUNI B
EHGBX

Evergreen High Grade MUNI Y
EHGYX

Evergreen High Yield Bond A
EKHAX

Evergreen High Yield Bond B
EKHBX

Evergreen High Yield Bond Y
EKHYX

Evergreen Income and Growth A
ETRAX

Evergreen Income and Growth B
ETRBX

Evergreen Income and Growth Y
EVTRX

Evergreen Interm Bd A
EKIAX

Evergreen Interm Bd B
EKIBX

Evergreen Interm Bd C
EKICX

Evergreen Interm Bd Y
EKIYX

Evergreen Interm Govt Secs A
EIGAX

Evergreen Interm Govt Secs C
EITCX

Evergreen Interm Govt Secs Y
EITGX

Evergreen International Growth A
EKZAX

Evergreen International Growth B
EKZBX

Evergreen International Growth Y
EKZYX

Evergreen Latin America Fund A
EKLAX

Evergreen Latin America Fund B
EKLBX

Evergreen Latin America Fund C
EKLCX

Evergreen MA MUNI A
EKMAX

Evergreen MA MUNI B
EKMBX

Evergreen MA MUNI C
EKMCX

Evergreen MD Muni Bd A
EMDAX

Evergreen MD Muni Bd B
EMDBX

Evergreen MO MUNI A
EKUAX

Evergreen MO MUNI B
EKUBX

Evergreen MO MUNI C
EKUCX

Evergreen MUNI A
EKEAX

Evergreen MUNI B
EKEBX

Evergreen Masters Fund A
EMFAX

Evergreen Micro Cap Y
EMCYX/P>

Evergreen NC Muni Bond A
ENCMX

Evergreen NC Muni Bond B
ENCBX

Evergreen NC Muni Bond Y
ENCYX

Evergreen NJ MUNI A
ENJAX

Evergreen NJ MUNI B
ENJBX

Evergreen NJ MUNI Y
ENJYX

Evergreen NY MUNI A
EKYAX

Evergreen NY MUNI B
EKYBX

Evergreen NY MUNI C
EKYCX

Evergreen Omega A
EKOAX

Evergreen Omega B
EKOBX

Evergreen Omega C
EKOCX

Evergreen PA MUNI A
EKVAX

Evergreen PA MUNI B
EKVBX

Evergreen PA MUNI C
EKVCX

Evergreen PA MUNI Y
EKVYX

Evergreen Precious Metals A
EKWAX

Evergreen Precious Metals B
EKWBX

Evergreen SC Muni Bond Y
EGSYX

Evergreen Select Adj Rate I
EKIZX

Evergreen Select Balanced I
ESAIX

Evergreen Select Balanced IS
ESASX

Evergreen Select Common Stock I
EISCX

Evergreen Select Common Stock IS
EISSX

Evergreen Select Core Bond I
ESBIX

Evergreen Select Core Bond IC
ESBCX

Evergreen Select Core Bond IS
ESBSX

Evergreen Select Diversfd Val I
ESUIX

Evergreen Select Diversfd Val IS
ESVSX

Evergreen Select Equity Income I
ESEIX

Evergreen Select Equity Income IS
ESESX

Evergreen Select Equity Index I
VEIFX

Evergreen Select Equity Index IS
EVISX

Evergreen Select Fixed Inc I
ESFIX

Evergreen Select Fixed Inc IS
ESFSX

Evergreen Select Fixed Income I
ESIBX

Evergreen Select Income Plus I
ESIIX

Evergreen Select Income Plus IS
ESISX

Evergreen Select Interm MUNI I
ESTIX

Evergreen Select Interm MUNI IS
ESTSX

Evergreen Select Interntl Bond I
CGBIX

Evergreen Select Interntl Bond IS
CRGAX

Evergreen Select Lrg Cap Blend I
ESLIX

Evergreen Select Lrg Cap Blend IC
ESLCX

Evergreen Select Lrg Cap Blend IS
ESLSX

Evergreen Select Ltd Duration I
ESDIX

Evergreen Select Sm Comp Value I
ESVIX

Evergreen Select Social Princ I
ESPIX

Evergreen Select Social Princ IC
ESPCX

Evergreen Select Social Princ IS
ESPSX

Evergreen Select Special Equity I
CSEQX

Evergreen Select Special Equity IS
CSPAX

Evergreen Select Strat Value I
ESSIX

Evergreen Select Strat Value IS
ESSSX

Evergreen Select Strategic Gr I
ESGIX

Evergreen Select Total Return I
ESNIX

Evergreen Sh-Intermed Muni A
EMUAX

Evergreen Sh-Intermed Muni Y
EMUNX

Evergreen Short-Interm Bond A
EFIAX

Evergreen Short-Interm Bond B
EFIBX

Evergreen Short-Interm Bond Y
EFIYX

Evergreen Small Cap Equity Inc A
ESQAX

Evergreen Small Cap Equity Inc B
ESCIX

Evergreen Small Cap Equity Inc C
ESCCX

Evergreen Small Cap Equity Inc Y
ESCEX

Evergreen Small Co Growth A
EKAAX

Evergreen Small Co Growth B
EKABX

Evergreen Stock Selector A
CVERX

Evergreen Stock Selector Y
CVEAX

Evergreen Strat Inc A
EKSAX

Evergreen Strat Inc B
EKSBX

Evergreen Strat Inc C
EKSCX

Evergreen Strategic Growth A
EKJAX

Evergreen Strategic Growth B
EKJBX

Evergreen Tax Strat Foundation A
ETSAX

Evergreen Tax Strat Foundation B
ETSBX

Evergreen Tax Strat Foundation C
ETSCX

Evergreen Tax Strat Foundation Y
ETSYX

Evergreen US Govt A
EUSAX

Evergreen US Govt B
EUSBX

Evergreen US Govt Y
EUSYX

Evergreen Utility A
EVUAX

Evergreen Utility B
EVUBX

Evergreen VA Muni Bond A
EGVRX

Evergreen VA Muni Bond Y
EGVZX

Evergreen Value A
EGVAX

Evergreen Value B
EGVBX

Evergreen Value Y
EGVYX

Excelsior Blended Equity Fd
UMEQX

Excelsior CA T/E Income
UMCAX

Excelsior Emerging Markets
XCOJX

Excelsior Energy & Natural Res Fd
UMESX

Excelsior Income & Growth Fd
UMIGX

Excelsior Instl Balanced Fd
EXIBX

Excelsior Instl Equity Fund
EXEQX

Excelsior Instl Income
EXINX

Excelsior Instl Intl Equity Fund
EXIIX

Excelsior Instl Optimum Growth A
EXOAX

Excelsior Instl Total Return Bd
EXTBX

Excelsior Instl Value Equity A
EXVAX

Excelsior Intermed Trm Mgd Inc
UIMIX

Excelsior International
UMINX

Excelsior Large Cap Growth Fund
UMLGX

Excelsior Latin America Fund
UMEAX

Excelsior Managed Income
UMMGX

Excelsior Pacific/Asia Fund
USPAX

Excelsior Pan European Fund
UMPNX

Excelsior Real Estate Fund
UMREX

Excelsior Sh Term Tax Ex Secs
USSSX

Excelsior Short Term Government
UMGVX

Excelsior Small Cap Fd
UMLCX

Excelsior TXE Long-Term
UMLTX

Excelsior TXE NY Intermediate
UMNYX

Excelsior Tax Exempt Intermed
UMITX

Excelsior Value and Restructing Fd
UMBIX

Executive Investors High Yld
EIHYX

Expedition Bond Fund Inst
EBICX

Expedition Bond Fund Inv-Svc
SBGIX

Expedition Equity Inst
EEICX

a | b | c | d | e | f | g | h | i | j | k | l | m | n | o | p | q | r | s | t | u | v | w | x | y | z [ index ]


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.


[ top ]