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List of Class Y Mutual Funds of USA 2021

Updated Sep 16, 2021

USA Mutual Funds Screener:

What are Class Y Mutual Funds?
A Y-share or unit of a mutual fund is an institutional share class offered in open-end mutual funds-having a high minimum investment-generally $25,000 or more. Y shares do not have a front-end or back-end sales load or commission. Also, Y shares are not charged 12b-1 or marketing expense fees. These shares offer a limited or waived load charge or lower comparative total annual fee.
Class Y shares of a mutual fund are only offered to institutional investors. Minimum purchase size is $500,000 or greater. A retail investor would be unable to purchase this class of shares.
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 Y 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 Y category of the U.S. capital markets.
Following is the list of all 284 mutual funds that FKnol has in its database which belong to the Class Y category:


List of All Class Y Mutual Funds

 🡄   1-20   21-40   41-60   61-80   81-100   101-120   121-140   141-160   161-180   181-200   201-220   221-240   241-260   261-280   281-284  🡆 

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.Victory Global Energy Transition Fund Class Y (RSNYX)The fund investment aims to provide long-term capital appreciation. The fund normally invests at least 80% of its assets in securities of companies that ...Detailed Profile
$21.6692.17%1.15%
2.Invesco SteelPath MLP Alpha Plus Fund Class Y (MLPNX)The fund investment attempts total return. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings ...Detailed Profile
$2.9358.87%2.73%
3.Invesco SteelPath MLP Income Fund Class Y (MLPZX)The fund investment attempts total return. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings ...Detailed Profile
$4.2850.86%1.19%
4.Invesco SteelPath MLP Select 40 Fund Class Y (MLPTX)The fund works with an aim total return. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings ...Detailed Profile
$5.8244.43%0.94%
5.Invesco Energy Fund Class Y (IENYX)The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for ...Detailed Profile
$16.442.67%1.2%
6.Smead Value Fund Class Y (SVFYX)The investment seeks long-term capital appreciation. To achieve its investment objective, the fund will maintain approximately 25-30 companies in its ...Detailed Profile
$67.2336.08%0.84%
7.Delaware Ivy Securian Real Estate Securities Fund Class Y (IRSYX)The mutual fund is designed to provide total return through capital appreciation and current income. The fund seeks to achieve its objective by ...Detailed Profile
$29.7230.38%1.29%
8.SEI Institutional Managed Trust Real Estate Fund Class Y (SREYX)The fund investment aims total return, including current income and capital appreciation. Under normal circumstances, the fund will invest at least 80% ...Detailed Profile
$18.4230.2%0.89%
9.Natixis Funds Trust II Oakmark Fund Class Y (NEOYX)The investment seeks long-term capital appreciation. Under normal market conditions, the fund primarily invests in common stocks of U.S. companies. It ...Detailed Profile
$31.9729.86%0.95%
10.Victory Integrity Discovery Fund Class Y (MMEYX)The fund investment attempts capital appreciation. The adviser pursues the fund's investment objective by investing at least 80% of the fund's ...Detailed Profile
$48.3328.92%1.38%
11.Natixis Vaughan Nelson Select Fund Class Y (VNSYX)The investment seeks long-term capital appreciation. The fund, under normal market conditions, will invest primarily in equity securities, including ...Detailed Profile
$25.1828.66%0.9%
12.Davis Real Estate Fund Class Y (DREYX)The fund works with an aim total return through a combination of growth and income. The fund's investment adviser uses the Davis Investment ...Detailed Profile
$50.7227.83%0.79%
13.Davis Financial Fund Class Y (DVFYX)The investment seeks long-term growth of capital. The fund's investment adviser uses the Davis Investment Discipline to invest at least 80% of the ...Detailed Profile
$57.7226.8%0.74%
14.BNY Mellon Natural Resources Fund Class Y (DLDYX)The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment ...Detailed Profile
$38.7225.93%0.87%
15.Diamond Hill All Cap Select Fund Class Y (DHTYX)The fund investment attempts to provide long-term capital appreciation. The fund normally invests its assets U.S. equity securities of any size ...Detailed Profile
$23.4825.72%0.75%
16.Pioneer Real Estate Fund Class Y (PYREX)The fund investment attempts long-term growth of capital; current income is a secondary objective. Normally, the fund invests at least 80% of its total ...Detailed Profile
$16.3625.21%1.2%
17.BNY Mellon Dynamic Value Fund Class Y (DRGYX)The fund has a full name BNY Mellon Dynamic Value Fund Class Y, and is available for active trading/investments in the American markets in the USD ...Detailed Profile
$47.4524.64%0.65%
18.Davis Opportunity Fund Class Y (DGOYX)The investment seeks long-term growth of capital. The fund's investment adviser uses the Davis Investment Discipline to invest Davis Opportunity ...Detailed Profile
$47.7124.37%0.69%
19.Putnam Multi-Cap Core Fund Class Y (PMYYX)The fund investment attempts capital appreciation. The fund invests mainly in common stocks (growth or value stocks or both) of U.S. companies of any ...Detailed Profile
$37.1424.31%0.75%
20.Invesco European Small Company Fund Class Y (ESMYX)The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in ...Detailed Profile
$18.9123.84%1.29%

 🡄   1-20   21-40   41-60   61-80   81-100   101-120   121-140   141-160   161-180   181-200   201-220   221-240   241-260   261-280   281-284  🡆 

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▶ Mutual Funds of Virginia Municipal Category

▶ Mutual Funds of Volatility Category

▶ Mutual Funds of West Virginia Municipal Category

▶ Mutual Funds of Wisconsin Municipal Category


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