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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 665
Total Net Assets (mil)* $198,182.5

*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 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
Emerging Markets Funds EM 108.77% 19 $5,936.5
Emerging Mkts Debt Funds EMD 47.83% 8 $3,720.1
FL Muni Debt Funds FL 22.19% 1 $80.1
Flexible Income Funds FLX 44.47% 6 $3,294.9
Gen & Ins Unleveraged GIM 10.29% 8 $1,433.0
General Bond Funds GB 55.44% 11 $2,398.2
General Muni Leveraged GML 26.93% 62 $24,342.0
Global Funds GL 53.85% 21 $7,214.6
Global Income Funds GLI 51.40% 16 $7,714.9
Growth Funds GE 67.08% 5 $434.1
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
Insured Muni Leveraged MIL 20.19% 22 $8,698.8
Intmdt Muni Debt Funds IMD 18.88% 7 $1,268.2
Loan Participation Funds LP 58.42% 46 $13,409.7
MI Muni Debt Funds MI 18.89% 4 $337.5
NJ Muni Debt Funds NJ 25.01% 11 $1,180.8
NY Muni Debt Funds NY 22.86% 18 $1,734.0
Opt Arbitrage/Opt Strat OS 55.51% 34 $21,592.5
Other States Muni Debt OTH 21.06% 43 $2,637.8
PA Muni Debt Funds PA 23.48% 8 $969.5
Pacific Ex Japan Funds XJ 83.82% 14 $2,950.8
Real Estate Funds RE 151.78% 20 $2,896.8
Sector Equity Funds SE 71.86% 37 $12,903.5
Single State Insured Muni-Debt SSIM 19.16% 33 $6,008.2
US Mortgage Funds USM 52.40% 12 $1,820.2
Value Funds VE 104.86% 7 $4,376.4


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



Data Definitions

Asset Class Definitions

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