
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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665
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Total Net Assets (mil)*
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$198,182.5
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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
3/10/2010
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
|
22.36%
|
23
|
$4,642.4
|
|
Convertible Sec Funds
|
CV
|
76.77%
|
11
|
$4,207.9
|
|
Core Funds
|
CE
|
67.72%
|
31
|
$10,353.7
|
|
Corp Debt BBB Rated Fds
†
|
BBB
|
41.44%
|
24
|
$10,364.5
|
|
Developed Market Funds
|
DM
|
70.59%
|
15
|
$2,613.1
|
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Emerging Markets Funds
|
EM
|
108.77%
|
19
|
$5,936.5
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Emerging Mkts Debt Funds
|
EMD
|
47.83%
|
8
|
$3,720.1
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FL Muni Debt Funds
|
FL
|
22.19%
|
1
|
$80.1
|
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Flexible Income Funds
|
FLX
|
44.47%
|
6
|
$3,294.9
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Gen & Ins Unleveraged
|
GIM
|
10.29%
|
8
|
$1,433.0
|
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General Bond Funds
|
GB
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55.44%
|
11
|
$2,398.2
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General Muni Leveraged
†
|
GML
|
26.93%
|
62
|
$24,342.0
|
|
Global Funds
†
|
GL
|
53.85%
|
21
|
$7,214.6
|
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Global Income Funds
†
|
GLI
|
51.40%
|
16
|
$7,714.9
|
|
Growth Funds
|
GE
|
67.08%
|
5
|
$434.1
|
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Hi Yld Muni Debt Funds
|
HM
|
35.32%
|
15
|
$3,235.1
|
|
High Yield Fds Leveraged
†
|
HYL
|
82.07%
|
37
|
$8,774.6
|
|
High Yield Funds
|
HY
|
53.12%
|
7
|
$1,065.5
|
|
Income & Pref Stock Fds
|
PS
|
118.04%
|
29
|
$13,572.6
|
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Insured Muni Leveraged
|
MIL
|
20.19%
|
22
|
$8,698.8
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Intmdt Muni Debt Funds
|
IMD
|
18.88%
|
7
|
$1,268.2
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Loan Participation Funds
|
LP
|
58.42%
|
46
|
$13,409.7
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MI Muni Debt Funds
|
MI
|
18.89%
|
4
|
$337.5
|
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NJ Muni Debt Funds
|
NJ
|
25.01%
|
11
|
$1,180.8
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NY Muni Debt Funds
|
NY
|
22.86%
|
18
|
$1,734.0
|
|
Opt Arbitrage/Opt Strat
†
|
OS
|
55.51%
|
34
|
$21,592.5
|
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Other States Muni Debt
|
OTH
|
21.06%
|
43
|
$2,637.8
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PA Muni Debt Funds
|
PA
|
23.48%
|
8
|
$969.5
|
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Pacific Ex Japan Funds
|
XJ
|
83.82%
|
14
|
$2,950.8
|
|
Real Estate Funds
†
|
RE
|
151.78%
|
20
|
$2,896.8
|
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Sector Equity Funds
|
SE
|
71.86%
|
37
|
$12,903.5
|
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Single State Insured Muni-Debt
|
SSIM
|
19.16%
|
33
|
$6,008.2
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US Mortgage Funds
†
|
USM
|
52.40%
|
12
|
$1,820.2
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Value Funds
|
VE
|
104.86%
|
7
|
$4,376.4
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† New Fund(s) within last six months, based on inception date of fund.
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