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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 †.

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Classifications
Lipper Classification Summary
Statistic Value
Total Number of Funds 607
Total Net Assets (mil)* $214,000.8

*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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Lipper Classification Average for 1 Year   as of 2/23/2017
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG -0.02% 19 $7,249.1
Convertible Sec Funds CV 28.45% 13 $5,818.0
Core Funds CE 26.31% 22 $5,961.9
Corp Debt BBB Leveraged BBBL 10.47% 7 $3,993.1
Corp Debt BBB Rated Fds BBB 8.60% 7 $1,692.6
Developed Market Funds DM 17.32% 15 $2,536.3
Emerging Markets Funds EM 24.26% 23 $4,583.6
Emg Mkts HC Debt Funds EMD 22.17% 7 $2,857.4
Energy MLP Funds EMP 85.29% 25 $13,313.6
Gen & Ins Leveraged GML 0.10% 62 $36,889.5
Gen & Ins Unleveraged GIM 0.18% 6 $1,326.3
General Bond Funds ** GB 20.72% 41 $12,934.7
Global Funds GL 20.55% 23 $6,187.5
Global Income Funds GLI 16.78% 13 $7,166.1
Growth Funds GE 31.48% 2 $128.6
Hi Yld Muni Debt Funds HM 1.42% 11 $3,542.2
High Yield Fds Leveraged ** HYL 28.92% 36 $15,466.8
High Yield Funds ** HY 22.43% 9 $3,127.3
Income & Pref Stock Fds ** PS 18.49% 34 $15,025.1
Intmdt Muni Debt Funds IMD -1.09% 11 $2,125.0
Loan Participation Funds ** LP 19.59% 40 $12,533.6
Natural Resources Funds NR 45.52% 11 $2,997.4
NJ Muni Debt Funds NJ -0.51% 8 $1,592.0
NY Muni Debt Funds NY -0.06% 19 $4,253.0
Opt Arbitrage/Opt Strat OS 19.90% 30 $19,603.0
Other States Muni Debt OTH -0.35% 26 $3,458.0
PA Muni Debt Funds PA -0.32% 6 $1,184.6
Pacific Ex Japan Funds XJ 22.23% 5 $232.3
Real Estate Funds ** RE 14.57% 31 $6,195.2
Sector Equity Funds SE 22.35% 20 $5,833.3
US Mortgage Funds USM 8.21% 7 $1,488.0
Utility Funds UT 20.00% 11 $5,644.8
Value Funds VE 24.52% 7 $4,311.5

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


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