My Fund Comparison
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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
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Classifications
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| Lipper Classification Summary |
| Statistic |
Value |
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Total Number of Funds
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638
|
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Total Net Assets (mil)*
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$255,885.7
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*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
12/12/2019
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
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11.86%
|
16
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$7,697.2
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Convertible Sec Funds
|
CV
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18.05%
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13
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$5,143.4
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Corp Debt BBB Leveraged
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BBBL
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13.58%
|
7
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$4,061.2
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Corp Debt BBB Rated Fds
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BBB
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12.71%
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6
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$1,234.0
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Developed Market Funds
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DM
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18.12%
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11
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$2,121.4
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Diversified Equity Fds
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DEF
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16.62%
|
26
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$19,937.2
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Emerging Markets Funds
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EM
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13.83%
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16
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$4,188.9
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Emg Mkts HC Debt Funds
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EMD
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8.02%
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7
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$2,475.0
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Energy MLP Funds
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EMP
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-5.07%
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23
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$7,374.1
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Gen & Ins Leveraged
**
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GML
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11.31%
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64
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$43,242.8
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Gen & Ins Unleveraged
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GIM
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9.41%
|
7
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$1,505.6
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General Bond Funds
**
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GB
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9.46%
|
54
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$14,064.7
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Global Funds
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GL
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14.06%
|
26
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$7,076.6
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Global Income Funds
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GLI
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11.21%
|
18
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$9,077.6
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Hi Yld Muni Debt Funds
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HM
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11.43%
|
12
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$4,068.8
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High Yield Fds Leveraged
**
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HYL
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9.76%
|
40
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$17,910.7
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High Yield Funds
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HY
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9.60%
|
9
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$1,459.5
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Income & Pref Stock Fds
**
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PS
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15.52%
|
37
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$16,174.8
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Intmdt Muni Debt Funds
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IMD
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7.30%
|
6
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$1,396.5
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Loan Participation Funds
**
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LP
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5.21%
|
58
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$14,711.2
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Natural Resources Funds
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NR
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0.02%
|
12
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$2,984.6
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NJ Muni Debt Funds
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NJ
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10.69%
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4
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$1,573.3
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NY Muni Debt Funds
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NY
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10.94%
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18
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$4,516.3
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Opt Arbitrage/Opt Strat
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OS
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14.00%
|
31
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$20,793.2
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Oth States Muni Debt Fds
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OTH
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10.29%
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18
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$2,935.6
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PA Muni Debt Funds
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PA
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10.54%
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4
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$1,292.6
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Real Estate Funds
**
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RE
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8.20%
|
47
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$15,900.8
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Sector Equity Funds
**
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SE
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12.50%
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27
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$11,089.3
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US Mortgage Funds
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USM
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7.85%
|
10
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$1,698.7
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Utility Funds
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UT
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15.15%
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11
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$9,318.5
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** New Fund(s) within last six months, based on inception date of fund.
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Resources
Aberdeen Closed-End TV
Asset TV — CEF Channel
CEF Connect
Cohen & Steers CEFs Knowledge Center
Harvest — CEFA Channel
Legg Mason CEFs
Seeking Alpha — CEFA Channel
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