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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 †.

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Classifications
Lipper Classification Summary
Statistic Value
Total Number of Funds 615
Total Net Assets (mil)* $237,497.1

*The amount of assets in a fund at the end of a day or a designated period after deductions of all operating costs.

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Lipper Classification Average for 1 Year   as of 12/15/2017
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 8.47% 19 $7,345.0
Convertible Sec Funds ** CV 13.93% 14 $6,319.6
Core Funds CE 16.60% 18 $10,920.3
Corp Debt BBB Leveraged BBBL 9.62% 7 $4,079.7
Corp Debt BBB Rated Fds BBB 7.79% 7 $1,463.4
Developed Market Funds DM 24.38% 15 $3,107.1
Emerging Markets Funds EM 24.22% 22 $5,546.8
Emg Mkts HC Debt Funds ** EMD 15.24% 7 $3,044.1
Energy MLP Funds EMP -4.70% 25 $6,257.8
Gen & Ins Leveraged GML 9.24% 61 $37,716.9
Gen & Ins Unleveraged GIM 7.10% 7 $1,457.5
General Bond Funds ** GB 11.51% 42 $13,492.9
Global Funds GL 19.95% 23 $7,412.7
Global Income Funds GLI 14.41% 14 $9,395.3
Growth Funds GE 25.33% 2 $150.7
Hi Yld Muni Debt Funds HM 9.29% 11 $3,736.8
High Yield Fds Leveraged HYL 9.49% 35 $15,473.9
High Yield Funds ** HY 8.88% 14 $3,197.3
Income & Pref Stock Fds ** PS 13.07% 33 $16,085.9
Intmdt Muni Debt Funds IMD 6.70% 10 $2,051.3
Loan Participation Funds ** LP 5.17% 45 $14,769.2
Natural Resources Funds NR -1.68% 11 $3,121.6
NJ Muni Debt Funds NJ 9.43% 8 $1,641.6
NY Muni Debt Funds NY 8.01% 19 $4,295.9
Opt Arbitrage/Opt Strat OS 16.88% 31 $20,989.3
Other States Muni Debt OTH 7.60% 26 $3,506.0
PA Muni Debt Funds PA 7.13% 6 $1,203.5
Pacific Ex Japan Funds XJ 31.08% 4 $456.3
Real Estate Funds ** RE 9.22% 35 $7,913.0
Sector Equity Funds ** SE 14.41% 18 $7,955.6
US Mortgage Funds USM 9.61% 7 $1,497.1
Utility Funds UT 17.46% 11 $6,918.7
Value Funds VE 14.34% 8 $7,262.8

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



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