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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 602
Total Net Assets (mil)* $214,703.1

*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 1/20/2017
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG -0.59% 19 $7,218.1
Convertible Sec Funds CV 25.01% 13 $5,719.5
Core Funds CE 27.46% 22 $5,897.5
Corp Debt BBB Leveraged BBBL 9.24% 7 $3,950.3
Corp Debt BBB Rated Fds BBB 7.73% 7 $1,693.2
Developed Market Funds DM 16.51% 15 $2,593.7
Emerging Markets Funds EM 25.02% 23 $4,398.4
Emg Mkts HC Debt Funds EMD 23.98% 7 $2,816.1
Energy MLP Funds EMP 109.99% 25 $13,073.5
Gen & Ins Leveraged GML -0.44% 62 $36,790.4
Gen & Ins Unleveraged GIM -0.14% 6 $1,325.3
General Bond Funds GB 17.66% 39 $12,557.4
Global Funds GL 19.91% 23 $6,036.4
Global Income Funds GLI 15.29% 13 $8,532.3
Growth Funds GE 23.43% 2 $126.5
Hi Yld Muni Debt Funds HM 0.67% 11 $3,465.8
High Yield Fds Leveraged ** HYL 26.99% 36 $15,241.8
High Yield Funds ** HY 20.78% 9 $3,091.4
Income & Pref Stock Fds ** PS 16.04% 33 $14,636.5
Intmdt Muni Debt Funds IMD -1.27% 11 $2,119.2
Loan Participation Funds ** LP 16.84% 39 $12,655.6
Natural Resources Funds NR 65.28% 11 $2,964.5
NJ Muni Debt Funds NJ -1.04% 8 $1,594.0
NY Muni Debt Funds NY -0.67% 19 $4,243.4
Opt Arbitrage/Opt Strat OS 19.39% 30 $19,310.4
Other States Muni Debt OTH -0.74% 26 $3,455.7
PA Muni Debt Funds PA -0.63% 6 $1,184.7
Pacific Ex Japan Funds XJ 20.01% 5 $219.4
Real Estate Funds ** RE 14.38% 30 $6,030.2
Sector Equity Funds SE 20.43% 20 $5,599.1
US Mortgage Funds USM 6.01% 7 $1,481.4
Utility Funds UT 27.61% 11 $5,529.1
Value Funds VE 25.60% 7 $4,255.5

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


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