My Fund Comparison
Initilizing list...
|
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
|
628
|
|
Total Net Assets (mil)*
|
$243,480.3
|
*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
|
|
1 Day
1 Week
1 Month
YTD
1 Year
3 Year
5 Year
|
|
| Sort By:
|
| |
Classification
Class Code
Lipper Avg
Number of Funds
Total Net Assets
| |
|
|
| Lipper Classification Average for
1 Year
as of
6/18/2013
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
|
4.18%
|
27
|
$7,580.2
|
|
Convertible Sec Funds
|
CV
|
21.54%
|
11
|
$4,858.5
|
|
Core Funds
|
CE
|
22.01%
|
26
|
$10,617.9
|
|
Corp Debt BBB Leveraged
|
BBBL
|
11.16%
|
10
|
$8,744.9
|
|
Corp Debt BBB Rated Fds
|
BBB
|
3.56%
|
14
|
$3,825.4
|
|
Developed Market Funds
|
DM
|
24.52%
|
14
|
$2,536.0
|
|
Emerging Markets Funds
|
EM
|
11.70%
|
18
|
$5,466.0
|
|
Emerging Mkts Debt Funds
|
EMD
|
6.76%
|
10
|
$4,518.3
|
|
Flexible Income Funds
|
FLX
|
10.45%
|
6
|
$3,352.2
|
|
Gen & Ins Leveraged
**
|
GML
|
3.47%
|
77
|
$39,412.3
|
|
Gen & Ins Unleveraged
|
GIM
|
3.95%
|
6
|
$1,337.2
|
|
General Bond Funds
**
|
GB
|
10.02%
|
22
|
$6,369.1
|
|
Global Funds
|
GL
|
21.36%
|
24
|
$7,567.5
|
|
Global Income Funds
**
|
GLI
|
11.82%
|
16
|
$12,223.2
|
|
Growth Funds
|
GE
|
16.21%
|
4
|
$148.8
|
|
Hi Yld Muni Debt Funds
|
HM
|
7.14%
|
12
|
$3,623.3
|
|
High Yield Fds Leveraged
**
|
HYL
|
17.19%
|
43
|
$15,663.6
|
|
High Yield Funds
**
|
HY
|
16.24%
|
8
|
$2,433.7
|
|
Income & Pref Stock Fds
**
|
PS
|
18.34%
|
29
|
$15,714.1
|
|
Intmdt Muni Debt Funds
**
|
IMD
|
3.07%
|
10
|
$2,161.8
|
|
Loan Participation Funds
|
LP
|
13.34%
|
31
|
$12,936.0
|
|
MI Muni Debt Funds
|
MI
|
1.73%
|
5
|
$853.4
|
|
NJ Muni Debt Funds
|
NJ
|
2.55%
|
12
|
$1,688.1
|
|
NY Muni Debt Funds
|
NY
|
1.74%
|
22
|
$4,540.7
|
|
Opt Arbitrage/Opt Strat
|
OS
|
17.35%
|
33
|
$21,390.1
|
|
Other States Muni Debt
|
OTH
|
1.63%
|
25
|
$2,826.4
|
|
PA Muni Debt Funds
|
PA
|
1.87%
|
10
|
$1,273.9
|
|
Pacific Ex Japan Funds
|
XJ
|
12.67%
|
12
|
$2,519.1
|
|
Real Estate Funds
**
|
RE
|
16.85%
|
14
|
$3,146.5
|
|
Sector Equity Funds
**
|
SE
|
19.21%
|
55
|
$28,578.7
|
|
US Mortgage Funds
**
|
USM
|
13.51%
|
14
|
$2,984.9
|
|
Value Funds
|
VE
|
24.37%
|
8
|
$5,456.0
|
|
|
| Sort By:
|
| |
Ticker
Fund Name
Total Net Assets
NAV Return (Time Period)
Rank by NAV (Time Period)
Income Only Yield
Distribution Yield
| |
|
|
** New Fund(s) within last six months, based on inception date of fund.
|
|
|
Powered by a SySys® data & content management system.
© Thomson Reuters 2011. All rights reserved. Any copying, republication or redistribution of Lipper, a Thomson Reuters company, content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper, a Thomson Reuters company. Lipper, a Thomson Reuters company shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
|