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In mutual fund lingo, what is a 'Series'? What does it mean?

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    I think you mean "share class". If you do, say that. Commented Mar 17, 2011 at 0:28

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It really just mean a family of funds.

They may share the same investment style or manager or some other definable characteristic.

A large fund company or bank may have several kinds of funds. Some targeting growth, others dividends, etc. Series is a shorthand for marketing and other purposes.

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This can also refer to different classes of the same identical but with different fee structures.

E.g.

  • Class A- 2% front Load
  • Class B - No front load but with 1% redemption fee
  • Class C - no load but with 12b-1 fees

http://www.investopedia.com/articles/mutualfund/05/shareclass.asp

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