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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 630
Total Net Assets (mil)* $243,591.9

*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 11/20/2014
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 16.46% 21 $7,664.5
Convertible Sec Funds CV 6.59% 11 $5,120.2
Core Funds CE 10.06% 23 $10,638.0
Corp Debt BBB Leveraged BBBL 6.79% 9 $5,840.6
Corp Debt BBB Rated Fds BBB 5.71% 10 $2,125.5
Developed Market Funds DM 3.37% 15 $2,602.2
Emerging Markets Funds EM 1.18% 28 $6,464.2
Emg Mkts HC Debt Funds EMD 3.02% 10 $3,852.3
Energy MLP Funds ** EMP 21.78% 25 $26,074.8
Gen & Ins Leveraged GML 17.65% 76 $39,099.2
Gen & Ins Unleveraged GIM 11.00% 6 $1,340.0
General Bond Funds ** GB 9.24% 34 $13,977.7
Global Funds ** GL 6.36% 24 $7,902.4
Global Income Funds GLI 6.11% 17 $11,389.7
Growth Funds GE 8.83% 5 $170.1
Hi Yld Muni Debt Funds HM 15.09% 11 $3,578.0
High Yield Fds Leveraged ** HYL 5.72% 34 $15,709.5
High Yield Funds HY 3.46% 8 $2,349.3
Income & Pref Stock Fds ** PS 16.22% 31 $14,270.6
Intmdt Muni Debt Funds IMD 11.79% 10 $2,160.9
Loan Participation Funds LP 3.89% 36 $13,165.6
Natural Resources Funds NR 8.81% 12 $5,571.3
NJ Muni Debt Funds NJ 15.50% 9 $1,117.5
NY Muni Debt Funds NY 14.60% 22 $4,474.7
Opt Arbitrage/Opt Strat OS 9.64% 31 $21,500.2
Other States Muni Debt OTH 14.55% 27 $3,604.1
PA Muni Debt Funds PA 15.41% 7 $1,258.5
Pacific Ex Japan Funds XJ 0.88% 5 $438.2
Real Estate Funds ** RE 19.38% 19 $3,457.5
Sector Equity Funds ** SE 10.53% 21 $10,500.6
US Mortgage Funds USM 7.78% 10 $2,470.6
Utility Funds UT 18.78% 13 $7,463.1
Value Funds VE 10.27% 10 $6,620.2

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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