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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628
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Total Net Assets (mil)*
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$243,480.3
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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
6/19/2013
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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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3.71%
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27
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$7,580.2
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Convertible Sec Funds
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CV
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19.86%
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11
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$4,858.5
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Core Funds
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CE
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19.19%
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26
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$10,617.9
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Corp Debt BBB Leveraged
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BBBL
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10.43%
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10
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$8,744.9
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Corp Debt BBB Rated Fds
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BBB
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2.85%
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14
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$3,825.4
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Developed Market Funds
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DM
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22.49%
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14
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$2,536.0
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Emerging Markets Funds
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EM
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8.30%
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18
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$5,466.0
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Emerging Mkts Debt Funds
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EMD
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5.27%
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10
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$4,518.3
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Flexible Income Funds
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FLX
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10.12%
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6
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$3,352.2
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Gen & Ins Leveraged
**
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GML
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2.99%
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77
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$39,412.3
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Gen & Ins Unleveraged
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GIM
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3.73%
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6
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$1,337.2
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General Bond Funds
**
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GB
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9.56%
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22
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$6,369.1
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Global Funds
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GL
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17.81%
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24
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$7,567.5
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Global Income Funds
**
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GLI
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10.52%
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16
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$12,223.2
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Growth Funds
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GE
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14.24%
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4
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$148.8
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Hi Yld Muni Debt Funds
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HM
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6.73%
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12
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$3,623.3
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High Yield Fds Leveraged
**
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HYL
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15.89%
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43
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$15,663.6
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High Yield Funds
**
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HY
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15.58%
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8
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$2,433.7
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Income & Pref Stock Fds
**
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PS
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16.62%
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29
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$15,714.1
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Intmdt Muni Debt Funds
**
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IMD
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2.75%
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10
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$2,161.8
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Loan Participation Funds
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LP
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13.14%
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31
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$12,936.0
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MI Muni Debt Funds
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MI
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1.31%
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5
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$853.4
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NJ Muni Debt Funds
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NJ
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2.19%
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12
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$1,688.1
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NY Muni Debt Funds
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NY
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1.36%
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22
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$4,540.7
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Opt Arbitrage/Opt Strat
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OS
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14.98%
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33
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$21,390.1
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Other States Muni Debt
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OTH
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1.16%
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25
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$2,826.4
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PA Muni Debt Funds
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PA
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1.49%
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10
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$1,273.9
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Pacific Ex Japan Funds
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XJ
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10.77%
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12
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$2,519.1
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Real Estate Funds
**
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RE
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13.49%
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14
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$3,146.5
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Sector Equity Funds
**
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SE
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16.10%
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55
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$28,578.7
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US Mortgage Funds
**
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USM
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19.47%
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14
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$2,984.9
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Value Funds
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VE
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21.73%
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8
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$5,456.0
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** New Fund(s) within last six months, based on inception date of fund.
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