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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 638
Total Net Assets (mil)* $257,834.7

*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 4/15/2014
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 0.72% 27 $7,233.3
Convertible Sec Funds CV 14.46% 11 $5,282.2
Core Funds CE 18.37% 26 $12,441.7
Corp Debt BBB Leveraged BBBL 2.24% 8 $5,237.0
Corp Debt BBB Rated Fds BBB -0.04% 13 $3,624.7
Developed Market Funds DM 15.58% 16 $2,867.4
Emerging Markets Funds ** EM -3.79% 22 $5,852.3
Emg Mkts HC Debt Funds EMD -6.08% 10 $3,952.2
Energy MLP Funds ** EMP 15.74% 24 $21,234.0
Gen & Ins Leveraged GML -0.86% 77 $37,253.7
Gen & Ins Unleveraged GIM 0.66% 6 $1,288.0
General Bond Funds GB 5.58% 33 $15,318.2
Global Funds ** GL 13.02% 23 $7,949.3
Global Income Funds GLI 1.77% 18 $12,242.7
Growth Funds GE 13.23% 4 $169.9
Hi Yld Muni Debt Funds HM -0.23% 11 $3,394.2
High Yield Fds Leveraged ** HYL 8.89% 36 $15,333.9
High Yield Funds HY 8.39% 7 $2,441.5
Income & Pref Stock Fds PS 9.33% 28 $14,963.4
Intmdt Muni Debt Funds IMD 0.51% 10 $2,077.2
Loan Participation Funds ** LP 6.33% 34 $13,694.6
Natural Resources Funds NR 15.84% 13 $5,543.3
NJ Muni Debt Funds NJ 0.10% 12 $1,609.4
NY Muni Debt Funds NY -1.12% 22 $4,257.2
Opt Arbitrage/Opt Strat OS 13.64% 31 $21,775.5
Other States Muni Debt OTH -1.37% 30 $3,443.6
PA Muni Debt Funds PA -0.68% 7 $1,196.2
Pacific Ex Japan Funds XJ 2.54% 12 $2,215.7
Real Estate Funds RE 2.55% 15 $3,217.0
Sector Equity Funds ** SE 13.15% 17 $9,567.6
US Mortgage Funds USM 4.12% 14 $2,903.2
Utility Funds UT 15.11% 12 $6,077.9
Value Funds VE 17.93% 9 $5,931.4

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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