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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637
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Total Net Assets (mil)*
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$265,785.9
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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
1/24/2020
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
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13.74%
|
16
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$7,686.6
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Convertible Sec Funds
|
CV
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21.27%
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13
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$5,235.6
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Corp Debt BBB Leveraged
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BBBL
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13.87%
|
7
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$4,087.4
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Corp Debt BBB Rated Fds
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BBB
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13.18%
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6
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$1,457.5
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Developed Market Funds
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DM
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19.55%
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11
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$2,151.6
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Diversified Equity Fds
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DEF
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19.34%
|
26
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$20,372.8
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Emerging Markets Funds
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EM
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15.28%
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16
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$4,485.1
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Emg Mkts HC Debt Funds
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EMD
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5.72%
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7
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$2,543.3
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Energy MLP Funds
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EMP
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-5.28%
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23
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$12,139.7
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Gen & Ins Leveraged
**
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GML
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12.75%
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64
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$43,177.9
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Gen & Ins Unleveraged
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GIM
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10.26%
|
7
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$1,506.7
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General Bond Funds
**
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GB
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10.89%
|
55
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$14,304.5
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Global Funds
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GL
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16.56%
|
25
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$7,272.8
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Global Income Funds
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GLI
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11.85%
|
18
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$9,187.5
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Hi Yld Muni Debt Funds
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HM
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12.62%
|
12
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$4,098.4
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High Yield Fds Leveraged
**
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HYL
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10.73%
|
40
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$18,243.0
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High Yield Funds
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HY
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10.15%
|
9
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$1,507.7
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Income & Pref Stock Fds
**
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PS
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16.49%
|
37
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$16,898.9
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Intmdt Muni Debt Funds
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IMD
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7.81%
|
6
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$1,397.3
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Loan Participation Funds
**
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LP
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6.46%
|
59
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$14,679.6
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Natural Resources Funds
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NR
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-0.01%
|
12
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$3,150.4
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NJ Muni Debt Funds
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NJ
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11.68%
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4
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$1,571.6
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NY Muni Debt Funds
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NY
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12.00%
|
18
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$4,518.6
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Opt Arbitrage/Opt Strat
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OS
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17.48%
|
30
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$20,881.7
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Oth States Muni Debt Fds
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OTH
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11.17%
|
18
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$2,934.1
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PA Muni Debt Funds
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PA
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11.44%
|
4
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$1,291.6
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Real Estate Funds
**
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RE
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9.64%
|
47
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$16,237.1
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Sector Equity Funds
**
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SE
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14.91%
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27
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$11,523.6
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US Mortgage Funds
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USM
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9.18%
|
9
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$1,579.1
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Utility Funds
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UT
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22.84%
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11
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$9,945.1
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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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