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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 631
Total Net Assets (mil)* $211,678.2

*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 8/1/2014
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 15.62% 21 $7,482.9
Convertible Sec Funds CV 10.31% 11 $5,315.6
Core Funds CE 12.19% 26 $11,487.5
Corp Debt BBB Leveraged BBBL 9.47% 8 $5,284.2
Corp Debt BBB Rated Fds BBB 7.14% 12 $3,540.5
Developed Market Funds DM 13.66% 16 $2,839.1
Emerging Markets Funds EM 7.82% 22 $5,557.1
Emg Mkts HC Debt Funds EMD 7.11% 10 $4,057.1
Energy MLP Funds ** EMP 17.75% 23 $17,413.6
Gen & Ins Leveraged GML 15.23% 77 $38,249.8
Gen & Ins Unleveraged GIM 9.47% 6 $1,317.0
General Bond Funds GB 11.48% 33 $13,885.4
Global Funds ** GL 11.34% 24 $7,991.3
Global Income Funds GLI 9.72% 18 $12,414.6
Growth Funds GE 7.71% 4 $161.1
Hi Yld Muni Debt Funds HM 11.97% 11 $3,503.6
High Yield Fds Leveraged HYL 11.26% 36 $15,063.9
High Yield Funds HY 8.32% 7 $2,427.4
Income & Pref Stock Fds PS 12.91% 27 $14,814.4
Intmdt Muni Debt Funds IMD 10.61% 10 $2,122.3
Loan Participation Funds LP 5.77% 34 $13,529.1
Natural Resources Funds NR 18.17% 12 $4,522.8
NJ Muni Debt Funds NJ 14.07% 12 $1,655.5
NY Muni Debt Funds NY 13.18% 22 $4,380.4
Opt Arbitrage/Opt Strat OS 11.94% 31 $21,720.3
Other States Muni Debt OTH 12.74% 28 $3,532.9
PA Muni Debt Funds PA 13.24% 7 $1,229.9
Pacific Ex Japan Funds XJ 12.04% 12 $2,390.7
Real Estate Funds ** RE 12.46% 17 $3,465.5
Sector Equity Funds ** SE 11.30% 18 $9,740.7
US Mortgage Funds USM 10.95% 14 $2,981.4
Utility Funds UT 16.66% 13 $7,273.4
Value Funds VE 13.25% 9 $5,958.6

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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