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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 653
Total Net Assets (mil)* $221,286.8

*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 2/3/2012
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 29.29% 27 $6,410.4
Convertible Sec Funds CV -0.46% 11 $4,327.0
Core Funds CE 1.57% 31 $10,846.0
Corp Debt BBB Rated Fds BBB 8.61% 27 $12,218.9
Developed Market Funds DM -8.46% 13 $2,263.1
Emerging Markets Funds EM -7.39% 20 $5,435.5
Emerging Mkts Debt Funds EMD 10.16% 9 $4,256.9
Flexible Income Funds FLX 3.28% 5 $2,903.0
Gen & Ins Leveraged GML 27.22% 83 $34,886.5
Gen & Ins Unleveraged GIM 14.98% 8 $1,464.4
General Bond Funds GB 10.90% 18 $5,241.0
Global Funds GL -0.51% 26 $7,272.5
Global Income Funds GLI 7.39% 13 $6,015.7
Growth Funds GE 5.79% 4 $154.7
Hi Yld Muni Debt Funds HM 21.26% 14 $3,286.3
High Yield Fds Leveraged HYL 6.36% 42 $11,233.9
High Yield Funds HY 2.14% 7 $2,047.8
Income & Pref Stock Fds PS 8.28% 23 $13,532.1
Intmdt Muni Debt Funds IMD 18.07% 7 $1,360.8
Loan Participation Funds LP 2.62% 31 $9,941.9
MI Muni Debt Funds MI 24.26% 7 $838.3
NJ Muni Debt Funds NJ 25.24% 14 $1,757.9
NY Muni Debt Funds NY 22.41% 23 $3,197.8
Opt Arbitrage/Opt Strat OS 2.52% 33 $20,167.4
Other States Muni Debt OTH 21.82% 45 $2,912.4
PA Muni Debt Funds PA 23.72% 10 $1,251.8
Pacific Ex Japan Funds XJ -5.11% 13 $2,889.3
Real Estate Funds RE 6.36% 11 $4,684.4
Sector Equity Funds SE 7.25% 48 $29,584.6
Single State Insured Muni-Debt SSIM 22.05% 13 $2,223.6
US Mortgage Funds USM 4.17% 11 $1,720.7
Value Funds VE 7.41% 6 $4,960.2


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



Data Definitions

Asset Class Definitions

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