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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 694
Total Net Assets (mil)* $243,709.4

*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 5/12/2008
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Ins Muni Debt Funds CAI -0.34% 13 $2,487.4
CA Muni Debt Funds CAG -1.37% 24 $4,947.1
Convertible Sec Funds CV -2.63% 12 $5,453.8
Core Funds CE -7.56% 27 $12,088.1
Corp Debt BBB Rated Fds BBB -0.41% 15 $5,203.7
Emerging Markets Funds EM 19.27% 9 $5,586.9
Emerging Mkts Debt Funds EMD 2.13% 12 $4,983.5
FL Muni Debt Funds FL -0.58% 15 $2,124.7
Flexible Income Funds FLX 2.92% 6 $3,518.2
Gen & Ins Unleveraged GIM 0.23% 8 $3,042.3
General Bond Funds GB 2.26% 13 $3,225.5
General Muni Leveraged GML -2.73% 54 $21,287.6
General US Govt Funds GUS 9.16% 6 $3,910.0
Global Funds GL 1.78% 21 $11,033.8
Global Income Funds GLI 4.07% 16 $5,171.0
Growth Funds GE 0.82% 7 $704.1
Hi Yld Muni Debt Funds HM -5.50% 15 $3,444.2
High Yield Fds Leveraged HYL -16.57% 41 $10,964.6
High Yield Funds HY -12.68% 5 $1,096.0
Income & Pref Stock Fds PS -14.24% 32 $15,214.8
Insured Muni Leveraged MIL -0.75% 23 $8,944.8
Intmdt Muni Debt Funds IMD 1.05% 7 $1,310.1
Latin American Funds LT 17.04% 6 $1,786.7
Loan Participation Funds LP -7.57% 45 $19,201.1
MI Muni Debt Funds MI -0.21% 7 $794.9
Misc Country/Region Fds SF -3.14% 7 $1,022.3
NJ Muni Debt Funds NJ -1.74% 13 $1,627.7
NY Ins Muni Debt Funds NYI 0.51% 12 $2,706.5
NY Muni Debt Funds NY -0.69% 17 $1,817.5
Opt Arbitrage/Opt Strat OS 0.08% 37 $30,234.8
Other States Muni Debt OTH -0.37% 46 $2,686.9
PA Muni Debt Funds PA -1.72% 9 $1,156.6
Pacific Ex Japan Funds XJ 15.45% 15 $3,885.2
Pacific Region Funds PC 3.72% 5 $2,549.8
Real Estate Funds RE -21.01% 29 $11,400.3
Sector Equity Funds SE 6.26% 36 $14,154.6
US Mortgage Funds USM 4.96% 11 $1,670.0
Value Funds VE -9.36% 13 $9,904.4
Western European Funds WE -2.55% 5 $1,367.9


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



Data Definitions

Asset Class Definitions

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