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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 627
Total Net Assets (mil)* $254,125.9

*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 4/20/2015
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 10.31% 21 $7,719.3
Convertible Sec Funds CV 5.23% 11 $4,996.3
Core Funds CE 8.22% 21 $10,069.0
Corp Debt BBB Leveraged BBBL 5.66% 9 $6,282.8
Corp Debt BBB Rated Fds BBB 4.60% 10 $1,878.0
Developed Market Funds DM 6.69% 15 $2,583.9
Emerging Markets Funds EM 4.09% 27 $6,280.5
Emg Mkts HC Debt Funds EMD -3.56% 10 $3,335.0
Energy MLP Funds EMP 1.19% 24 $22,268.3
Gen & Ins Leveraged GML 11.76% 76 $39,465.9
Gen & Ins Unleveraged GIM 7.78% 6 $1,349.5
General Bond Funds GB 5.64% 33 $14,392.0
Global Funds ** GL 5.70% 24 $8,008.9
Global Income Funds GLI 1.95% 15 $9,953.1
Growth Funds ** GE 5.67% 7 $185.1
Hi Yld Muni Debt Funds HM 11.29% 11 $3,594.8
High Yield Fds Leveraged ** HYL 2.42% 35 $15,239.1
High Yield Funds ** HY 0.44% 10 $2,730.8
Income & Pref Stock Fds ** PS 10.51% 31 $14,339.8
Intmdt Muni Debt Funds IMD 8.16% 10 $2,165.2
Loan Participation Funds LP 3.51% 36 $12,883.6
Natural Resources Funds NR -2.78% 11 $4,196.3
NJ Muni Debt Funds NJ 9.32% 8 $1,551.3
NY Muni Debt Funds NY 10.04% 22 $4,504.1
Opt Arbitrage/Opt Strat ** OS 8.70% 29 $21,199.1
Other States Muni Debt OTH 9.74% 27 $3,632.3
PA Muni Debt Funds PA 9.62% 6 $1,235.8
Pacific Ex Japan Funds XJ 7.76% 5 $254.6
Real Estate Funds ** RE 13.44% 26 $3,791.4
Sector Equity Funds ** SE 13.81% 19 $10,442.0
US Mortgage Funds USM 5.99% 10 $2,462.4
Utility Funds UT 6.69% 12 $6,927.3
Value Funds VE 6.58% 10 $7,502.5

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

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