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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

 
Classifications
Lipper Classification Summary
Statistic Value
Total Number of Funds 657
Total Net Assets (mil)* $200,295.2

*The amount of assets in a fund at the end of a day or a designated period after deductions of all operating costs.

For Time Period



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Lipper Classification Average for 1 Year   as of 7/29/2010
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 19.32% 25 $4,802.4
Convertible Sec Funds CV 23.87% 11 $4,069.7
Core Funds CE 16.71% 33 $10,368.4
Corp Debt BBB Rated Fds BBB 21.63% 28 $12,064.2
Developed Market Funds DM 15.65% 15 $2,442.2
Emerging Markets Funds EM 31.33% 19 $5,892.3
Emerging Mkts Debt Funds EMD 22.76% 8 $3,721.3
Flexible Income Funds FLX 17.10% 6 $3,320.2
Gen & Ins Unleveraged GIM 8.07% 8 $1,424.8
General Bond Funds GB 23.79% 14 $4,043.3
General Muni Leveraged GML 20.21% 64 $25,473.7
Global Funds GL 11.29% 21 $6,435.6
Global Income Funds GLI 22.14% 16 $7,647.6
Growth Funds GE 10.63% 5 $403.7
Hi Yld Muni Debt Funds HM 25.58% 15 $3,283.5
High Yield Fds Leveraged HYL 31.55% 37 $8,850.1
High Yield Funds HY 27.35% 7 $1,066.2
Income & Pref Stock Fds PS 26.87% 25 $11,808.3
Insured Muni Leveraged MIL 15.80% 20 $7,798.1
Intmdt Muni Debt Funds IMD 14.96% 7 $1,283.4
Loan Participation Funds LP 19.87% 41 $11,273.8
MI Muni Debt Funds MI 14.03% 5 $359.9
NJ Muni Debt Funds NJ 17.27% 12 $1,224.6
NY Muni Debt Funds NY 16.65% 20 $1,920.5
Opt Arbitrage/Opt Strat OS 13.74% 32 $19,455.5
Other States Muni Debt OTH 15.19% 46 $2,783.0
PA Muni Debt Funds PA 16.67% 9 $1,017.2
Pacific Ex Japan Funds XJ 20.10% 14 $2,964.7
Real Estate Funds RE 50.30% 16 $4,350.3
Sector Equity Funds SE 20.32% 38 $17,723.3
Single State Insured Muni-Debt SSIM 14.40% 24 $5,352.3
US Mortgage Funds USM 35.43% 11 $1,763.4
Value Funds VE 23.57% 5 $3,907.7


† New Fund(s) within last six months, based on inception date of fund.



Data Definitions

Asset Class Definitions

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