My Fund Comparison
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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
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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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626
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Total Net Assets (mil)*
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$246,046.8
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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
5/23/2013
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| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
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CA Muni Debt Funds
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CAG
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8.92%
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27
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$7,775.7
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Convertible Sec Funds
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CV
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23.99%
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11
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$5,406.7
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Core Funds
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CE
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23.66%
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26
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$10,927.3
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Corp Debt BBB Leveraged
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BBBL
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12.08%
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12
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$10,262.1
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Corp Debt BBB Rated Fds
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BBB
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7.26%
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12
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$2,601.8
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Developed Market Funds
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DM
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27.41%
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14
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$2,607.9
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Emerging Markets Funds
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EM
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24.96%
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18
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$5,610.8
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Emerging Mkts Debt Funds
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EMD
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14.86%
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10
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$4,776.7
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Flexible Income Funds
**
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FLX
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13.04%
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6
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$3,383.3
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Gen & Ins Leveraged
**
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GML
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8.19%
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79
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$40,123.0
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Gen & Ins Unleveraged
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GIM
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6.63%
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6
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$1,352.5
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General Bond Funds
**
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GB
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13.25%
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22
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$6,917.5
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Global Funds
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GL
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24.72%
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24
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$7,592.9
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Global Income Funds
**
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GLI
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14.83%
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16
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$12,604.7
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Growth Funds
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GE
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16.73%
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4
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$146.5
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Hi Yld Muni Debt Funds
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HM
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11.10%
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12
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$3,636.7
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High Yield Fds Leveraged
**
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HYL
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19.98%
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42
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$15,094.2
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High Yield Funds
**
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HY
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18.26%
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8
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$2,445.3
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Income & Pref Stock Fds
**
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PS
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23.51%
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28
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$14,621.4
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Intmdt Muni Debt Funds
**
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IMD
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5.65%
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8
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$1,607.0
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Loan Participation Funds
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LP
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13.92%
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31
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$12,857.7
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MI Muni Debt Funds
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MI
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6.51%
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5
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$874.8
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NJ Muni Debt Funds
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NJ
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6.89%
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12
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$1,731.8
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NY Muni Debt Funds
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NY
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6.17%
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22
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$4,653.1
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Opt Arbitrage/Opt Strat
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OS
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19.89%
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33
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$21,292.2
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Other States Muni Debt
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OTH
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5.67%
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25
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$2,618.5
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PA Muni Debt Funds
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PA
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6.14%
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10
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$1,307.6
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Pacific Ex Japan Funds
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XJ
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24.52%
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12
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$2,517.3
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Real Estate Funds
**
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RE
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26.09%
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14
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$3,338.8
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Sector Equity Funds
**
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SE
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23.06%
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55
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$28,243.7
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US Mortgage Funds
**
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USM
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22.30%
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14
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$2,955.5
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Value Funds
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VE
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27.04%
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8
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$5,479.0
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** New Fund(s) within last six months, based on inception date of fund.
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