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List of Class B Mutual Funds of USA 2021

Updated Sep 16, 2021

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What are Class B Mutual Funds?
Want to avoid the front-end sales charge like those in Class A mutual funds? Then Mutual fund Class B shares may be one class of shares that investors can purchase when investing in a mutual fund. They do not have a front-end sales charge (like many Class A shares do), but they often have a sales charge when shares are sold. This is why Class B shares are also known as back-loaded shares. The initial investment buys the mutual fund shares without incurring a commission.
This article presents the list of the U.S. mutual funds (MF) whose units/shares are available for trading and investments on the leading American trading venues like the NASDAQ, and which are categorized under the Class B subsector or category or follow that particular index. While new-age offerings like ETFs are becoming popular, the age-old mutual funds continue to remain among the investors favorite. They offer the benefits of diversification, single low-cost investment and ease of tracking. Select the appropriate Mutual Fund from the below available list of Class B category of the U.S. capital markets.
Following is the list of all 82 mutual funds that FKnol has in its database which belong to the Class B category:

All Class B Mutual Funds

List of All Class B Mutual Funds

 🡄   1-25   26-50   51-75   76-82  🡆 

No.Name
(Ticker)
Short DescriptionCurrent
Price
%YTD GainsExpense Ratio
Sorted by Year-to-Date % Gains. Click on the arrow buttons to sort the table as per the desired column
1.Delaware Ivy Energy Fund Class B (IEYBX)The mutual fund is designed to provide capital growth and appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, ...Detailed Profile
$5.736.17%2.22%
2.Delaware Ivy Securian Real Estate Securities Fund Class B (IRSBX)The fund investment attempts to provide total return through capital appreciation and current income. The fund seeks to achieve its objective by ...Detailed Profile
$28.0229.26%2.42%
3.Delaware Ivy Value Fund Class B (IYVBX)The fund works with an aim to provide capital appreciation. The fund seeks to achieve its objective by investing in the common stocks of primarily ...Detailed Profile
$25.6121.41%2.31%
4.Delaware Ivy Large Cap Growth Fund Class B (WLGBX)The mutual fund is designed to provide growth of capital. The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks ...Detailed Profile
$23.7221.29%1.83%
5.Federated Hermes MDT Large Cap Growth Fund Class B Shares (QBLGX)The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of large-sized U.S. companies. The investment ...Detailed Profile
$28.0821.24%1.75%
6.MFS Blended Research Core Equity Fund Class B (MUSBX)The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities ...Detailed Profile
$34.6220.87%1.49%
7.Delaware Ivy Core Equity Fund Class B (WCEBX)The investment seeks capital growth and appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of ...Detailed Profile
$15.7820.73%2.08%
8.Putnam Sustainable Leaders Fund Class B (PNOBX)The investment seeks long-term capital appreciation. The fund mainly invests in common stocks of U.S. companies of any size, with a focus on companies ...Detailed Profile
$93.7519.76%1.78%
9.MFS Blended Research Value Equity Fund Class B (BRUEX)The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities ...Detailed Profile
$16.3319.15%1.49%
10.Putnam Large Cap Value Fund Class B (PEQNX)The fund investment attempts capital growth and current income. The fund invests mainly in common stocks of midsize and large U.S. companies, with a ...Detailed Profile
$30.918.84%1.65%
11.Putnam Research Fund Class B (PRFBX)The investment seeks capital appreciation. The fund invests mainly in common stocks (growth or value stocks or both) of large U.S. companies that the ...Detailed Profile
$43.2818.67%1.83%
12.MainStay Equity Allocation Fund Class B (MGXBX)The investment seeks long-term growth of capital. The fund is a fund of funds that seeks to achieve its investment objective by investing primarily in ...Detailed Profile
$18.8117.15%2.02%
13.Davis New York Venture Fund Class B (NYVBX)The investment seeks long-term growth of capital. Davis Selected Advisers, L.P. ( Davis Advisors or the Adviser ), the fund's investment adviser, ...Detailed Profile
$26.7516.28%1.8%
14.MainStay MacKay International Equity Fund Class B (MINEX)The fund investment attempts long-term growth of capital. The fund normally invests at least 80% of its assets (net assets plus any borrowings for ...Detailed Profile
$20.715.6%2.31%
15.Putnam Dynamic Asset Allocation Growth Fund Class B (PAEBX)The fund investment attempts capital appreciation. The fund allocates 65% to 95% of its assets in equities and 5% to 35% in fixed income securities. It ...Detailed Profile
$21.0414.48%1.8%
16.MainStay Growth Allocation Fund Class B (MGDBX)The fund investment attempts long-term growth of capital and, secondarily, current income. The fund is a fund of funds that seeks to achieve its ...Detailed Profile
$17.3813.71%1.42%
17.MFS Blended Research International Equity Fund Class B (BRXBX)The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in equity securities. Equity securities ...Detailed Profile
$13.6413.63%1.64%
18.Delaware Ivy Natural Resources Fund Class B (IGNBX)The fund investment aims to provide capital growth and appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at ...Detailed Profile
$9.6913.05%3.81%
19.Delaware Ivy Mid Cap Growth Fund Class B (WMGBX)The fund works with an aim to provide growth of capital. The fund seeks to achieve its objective by investing primarily in common stocks of ...Detailed Profile
$30.3713.02%2.07%
20.Delaware Ivy Balanced Fund Class B (IBNBX)The fund investment attempts to provide total return through a combination of capital appreciation and current income. The fund seeks to achieve its ...Detailed Profile
$28.6312.02%1.9%
21.Delaware Ivy Managed International Opportunities Fund Class B (IVTBX)The fund investment aims to provide capital growth and appreciation. The fund is a fund-of-funds that seeks to achieve its objective by providing ...Detailed Profile
$12.7411.73%2.12%
22.Delaware Ivy Small Cap Core Fund Class B (IYSBX)The fund investment attempts to provide capital appreciation. The fund seeks to achieve its objective by investing primarily in various types of equity ...Detailed Profile
$17.311.2%2.32%
23.George Putnam Balanced Fund Class B (PGEBX)The fund works with an aim to provide a balanced investment composed of a well-diversified portfolio of stocks and bonds which produce both capital growth ...Detailed Profile
$24.5710.98%1.72%
24.Alger International Focus Fund Class B (AFGPX)The fund investment attempts long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity ...Detailed Profile
$22.3810.74%2.05%
25.MFS Moderate Allocation Fund Class B (MMABX)The fund investment attempts a high level of total return consistent with a moderate level of risk relative to the other MFS Asset Allocation Funds. The ...Detailed Profile
$22.0610.1%1.69%

 🡄   1-25   26-50   51-75   76-82  🡆 

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