PTIN Seal

Investments & Financial Planning

  1. PTINdirectory
  2. Tax Knowledge Database
  3. Investments & Financial Planning
  4. What do the Mutual funds Stock Type Abbreviations stand for ?

What do the Mutual funds Stock Type Abbreviations stand for ?

Domestic General stock funds: LG = large growth, MG = mid-cap growth, SG = small growth, MB = mid-cap blend, SB = small blend, LV = large value, MV= mid-cap value, SV= small value, DH = domestic hybrid. Domestic Specialized stock funds: SC = communications, SF = financial, SH = health, SN = natural resource, SP = precious metal, SR = real estate, ST = technology, SU = utilities. International stock funds: FS = foreign stock, WS = world stock, ES = europe stock, DP = diversified pacific asia, PJ = pacific asia ex japan, JS = japan, EM = diversified emerging market, LS = latin american stock, IH = international hybrid.

Need Professional Help?

If you need help with "Investments & Financial Planning" or have other tax questions, we can help you find a local licensed tax preparer for a free, no-obligation consultation.