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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 631
Total Net Assets (mil)* $260,070.2

*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 7/22/2014
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 14.69% 21 $7,471.4
Convertible Sec Funds CV 13.44% 11 $5,393.2
Core Funds CE 16.68% 26 $11,715.0
Corp Debt BBB Leveraged BBBL 8.78% 8 $5,335.0
Corp Debt BBB Rated Fds BBB 6.45% 12 $3,556.5
Developed Market Funds DM 15.31% 16 $2,872.7
Emerging Markets Funds EM 9.19% 22 $5,975.6
Emg Mkts HC Debt Funds EMD 6.12% 10 $4,100.8
Energy MLP Funds ** EMP 18.55% 23 $20,689.2
Gen & Ins Leveraged GML 14.00% 77 $38,337.6
Gen & Ins Unleveraged GIM 8.64% 6 $1,319.8
General Bond Funds GB 11.03% 33 $14,001.4
Global Funds ** GL 14.83% 24 $8,165.9
Global Income Funds GLI 9.31% 18 $12,485.3
Growth Funds GE 10.35% 4 $168.7
Hi Yld Muni Debt Funds HM 10.94% 11 $3,509.7
High Yield Fds Leveraged HYL 12.13% 36 $15,332.8
High Yield Funds HY 9.21% 7 $2,456.0
Income & Pref Stock Fds PS 14.13% 27 $14,930.1
Intmdt Muni Debt Funds IMD 10.24% 10 $2,125.1
Loan Participation Funds LP 6.37% 34 $13,632.9
Natural Resources Funds NR 18.83% 12 $5,638.4
NJ Muni Debt Funds NJ 13.30% 12 $1,659.0
NY Muni Debt Funds NY 12.10% 22 $4,388.8
Opt Arbitrage/Opt Strat OS 15.23% 31 $22,117.6
Other States Muni Debt OTH 11.63% 28 $3,543.1
PA Muni Debt Funds PA 12.22% 7 $1,231.4
Pacific Ex Japan Funds XJ 12.32% 12 $2,315.0
Real Estate Funds ** RE 11.22% 17 $3,466.1
Sector Equity Funds ** SE 12.68% 18 $9,844.6
US Mortgage Funds USM 10.70% 14 $2,982.3
Utility Funds UT 21.32% 13 $7,563.0
Value Funds VE 16.54% 9 $6,086.1

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

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