
Lipper Classification Averages
The Lipper Average is the average performance at Market of all funds within a Lipper fund classification for any time period specified. Classifications with new funds within the last 6 months are marked with a †.
View Asset Class Definitions
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Classifications
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| Lipper Classification Summary |
| Statistic |
Value |
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Total Number of Funds
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653
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Total Net Assets (mil)*
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$221,286.8
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*The amount of assets in a fund at the end of a day or a designated period after deductions of all operating costs.
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For Time Period
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 1 Day 1 Week 1 Month YTD 1 Year 3 Year 5 Year
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 Classification Class Code Lipper Avg Number of Funds Total Net Assets
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| Lipper Classification Average for
1 Year
as of
2/3/2012
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
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29.29%
|
27
|
$6,410.4
|
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Convertible Sec Funds
|
CV
|
-0.46%
|
11
|
$4,327.0
|
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Core Funds
†
|
CE
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1.57%
|
31
|
$10,846.0
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Corp Debt BBB Rated Fds
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BBB
|
8.61%
|
27
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$12,218.9
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Developed Market Funds
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DM
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-8.46%
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13
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$2,263.1
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Emerging Markets Funds
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EM
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-7.39%
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20
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$5,435.5
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Emerging Mkts Debt Funds
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EMD
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10.16%
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9
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$4,256.9
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Flexible Income Funds
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FLX
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3.28%
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5
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$2,903.0
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Gen & Ins Leveraged
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GML
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27.22%
|
83
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$34,886.5
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Gen & Ins Unleveraged
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GIM
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14.98%
|
8
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$1,464.4
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General Bond Funds
†
|
GB
|
10.90%
|
18
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$5,241.0
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Global Funds
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GL
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-0.51%
|
26
|
$7,272.5
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Global Income Funds
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GLI
|
7.39%
|
13
|
$6,015.7
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Growth Funds
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GE
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5.79%
|
4
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$154.7
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Hi Yld Muni Debt Funds
|
HM
|
21.26%
|
14
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$3,286.3
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High Yield Fds Leveraged
|
HYL
|
6.36%
|
42
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$11,233.9
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High Yield Funds
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HY
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2.14%
|
7
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$2,047.8
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Income & Pref Stock Fds
|
PS
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8.28%
|
23
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$13,532.1
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Intmdt Muni Debt Funds
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IMD
|
18.07%
|
7
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$1,360.8
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Loan Participation Funds
|
LP
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2.62%
|
31
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$9,941.9
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MI Muni Debt Funds
|
MI
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24.26%
|
7
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$838.3
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NJ Muni Debt Funds
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NJ
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25.24%
|
14
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$1,757.9
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NY Muni Debt Funds
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NY
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22.41%
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23
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$3,197.8
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Opt Arbitrage/Opt Strat
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OS
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2.52%
|
33
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$20,167.4
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Other States Muni Debt
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OTH
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21.82%
|
45
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$2,912.4
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PA Muni Debt Funds
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PA
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23.72%
|
10
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$1,251.8
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Pacific Ex Japan Funds
|
XJ
|
-5.11%
|
13
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$2,889.3
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Real Estate Funds
†
|
RE
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6.36%
|
11
|
$4,684.4
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Sector Equity Funds
†
|
SE
|
7.25%
|
48
|
$29,584.6
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Single State Insured Muni-Debt
|
SSIM
|
22.05%
|
13
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$2,223.6
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US Mortgage Funds
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USM
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4.17%
|
11
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$1,720.7
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Value Funds
|
VE
|
7.41%
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6
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$4,960.2
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† New Fund(s) within last six months, based on inception date of fund.
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 | ©Thomson Reuters 2011. All rights reserved. Any copying, republication or redistribution of Lipper, a Thomson Reuters company, content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper, a Thomson Reuters company. Lipper, a Thomson Reuters company shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.TD> |
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