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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 627
Total Net Assets (mil)* $248,373.0

*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 2/27/2015
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 12.71% 21 $7,874.8
Convertible Sec Funds CV 2.45% 11 $4,898.1
Core Funds CE 6.78% 23 $9,580.9
Corp Debt BBB Leveraged BBBL 5.76% 9 $6,392.7
Corp Debt BBB Rated Fds BBB 4.78% 10 $1,896.8
Developed Market Funds DM 3.93% 15 $2,485.5
Emerging Markets Funds EM 5.95% 28 $6,130.9
Emg Mkts HC Debt Funds EMD -1.29% 10 $3,428.8
Energy MLP Funds ** EMP 6.95% 24 $20,017.0
Gen & Ins Leveraged GML 14.11% 76 $40,279.6
Gen & Ins Unleveraged GIM 8.94% 6 $1,366.2
General Bond Funds GB 6.15% 33 $14,208.5
Global Funds ** GL 4.22% 24 $7,768.2
Global Income Funds GLI 3.36% 15 $9,947.9
Growth Funds GE 4.63% 5 $176.0
Hi Yld Muni Debt Funds HM 13.42% 11 $3,661.0
High Yield Fds Leveraged ** HYL 2.36% 35 $15,045.3
High Yield Funds ** HY 0.68% 9 $2,697.5
Income & Pref Stock Fds PS 12.91% 31 $14,187.8
Intmdt Muni Debt Funds IMD 9.64% 10 $2,199.3
Loan Participation Funds LP 2.44% 36 $12,757.2
Natural Resources Funds NR -0.37% 11 $4,773.3
NJ Muni Debt Funds NJ 12.00% 9 $1,737.0
NY Muni Debt Funds NY 12.13% 22 $4,600.4
Opt Arbitrage/Opt Strat ** OS 8.18% 29 $20,785.2
Other States Muni Debt OTH 11.61% 27 $3,700.8
PA Muni Debt Funds PA 12.08% 7 $1,289.5
Pacific Ex Japan Funds XJ 7.37% 5 $259.1
Real Estate Funds ** RE 18.88% 20 $3,655.0
Sector Equity Funds ** SE 4.99% 23 $10,958.1
US Mortgage Funds USM 5.87% 10 $2,454.7
Utility Funds UT 10.98% 12 $7,299.3
Value Funds VE 7.03% 10 $4,878.5

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

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