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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 633
Total Net Assets (mil)* $255,245.9

*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 8/20/2014
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 19.90% 21 $7,481.1
Convertible Sec Funds CV 14.70% 11 $5,252.6
Core Funds CE 18.37% 26 $11,369.7
Corp Debt BBB Leveraged BBBL 11.59% 8 $5,281.9
Corp Debt BBB Rated Fds BBB 8.46% 12 $3,537.4
Developed Market Funds DM 14.72% 16 $2,842.0
Emerging Markets Funds EM 14.10% 22 $6,012.4
Emg Mkts HC Debt Funds EMD 10.38% 10 $4,057.9
Energy MLP Funds ** EMP 25.29% 23 $17,028.0
Gen & Ins Leveraged GML 20.03% 77 $38,303.8
Gen & Ins Unleveraged GIM 12.34% 6 $1,317.0
General Bond Funds GB 13.05% 33 $14,116.6
Global Funds ** GL 15.71% 24 $8,065.0
Global Income Funds GLI 11.63% 18 $12,398.8
Growth Funds GE 14.43% 4 $160.9
Hi Yld Muni Debt Funds HM 15.95% 11 $3,503.0
High Yield Fds Leveraged HYL 14.35% 32 $14,857.3
High Yield Funds HY 10.18% 8 $2,412.3
Income & Pref Stock Fds ** PS 19.17% 31 $14,743.5
Intmdt Muni Debt Funds IMD 13.47% 10 $2,122.3
Loan Participation Funds LP 6.12% 34 $13,523.7
Natural Resources Funds NR 21.05% 12 $4,478.1
NJ Muni Debt Funds NJ 18.59% 12 $1,655.5
NY Muni Debt Funds NY 17.20% 22 $4,379.3
Opt Arbitrage/Opt Strat OS 16.27% 31 $21,688.2
Other States Muni Debt OTH 16.89% 28 $3,532.8
PA Muni Debt Funds PA 17.40% 7 $1,228.8
Pacific Ex Japan Funds XJ 17.54% 12 $2,398.6
Real Estate Funds ** RE 21.30% 17 $3,439.0
Sector Equity Funds ** SE 15.04% 19 $9,764.1
US Mortgage Funds USM 13.03% 14 $2,980.0
Utility Funds UT 24.83% 13 $7,273.4
Value Funds VE 18.57% 9 $5,957.9

0 records found. Showing page 1 of 0, items 1 through 25. Classifications Search
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** New Fund(s) within last six months, based on inception date of fund. 

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