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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617
|
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Total Net Assets (mil)*
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$229,363.8
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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
12/14/2018
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
|
-1.00%
|
20
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$7,197.1
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Convertible Sec Funds
|
CV
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-1.40%
|
13
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$5,947.5
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Core Funds
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CE
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-5.77%
|
18
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$9,506.9
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Corp Debt BBB Leveraged
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BBBL
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-3.19%
|
7
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$3,711.3
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Corp Debt BBB Rated Fds
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BBB
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-2.68%
|
6
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$1,384.3
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Developed Market Funds
|
DM
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-13.04%
|
11
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$1,928.4
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Emerging Markets Funds
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EM
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-11.15%
|
18
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$4,691.1
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Emg Mkts HC Debt Funds
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EMD
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-8.92%
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8
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$3,472.0
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Energy MLP Funds
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EMP
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-5.56%
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22
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$8,873.3
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Gen & Ins Leveraged
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GML
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-0.51%
|
62
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$36,303.1
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Gen & Ins Unleveraged
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GIM
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0.47%
|
7
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$1,418.6
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General Bond Funds
**
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GB
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1.48%
|
46
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$13,001.8
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Global Funds
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GL
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-5.79%
|
25
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$5,948.2
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Global Income Funds
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GLI
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-2.43%
|
14
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$6,826.0
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Growth Funds
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GE
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3.56%
|
1
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$200.5
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Hi Yld Muni Debt Funds
**
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HM
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0.84%
|
12
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$3,707.3
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High Yield Fds Leveraged
**
|
HYL
|
-0.60%
|
37
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$16,340.5
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High Yield Funds
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HY
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0.22%
|
9
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$1,257.5
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Income & Pref Stock Fds
**
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PS
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-5.51%
|
36
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$16,155.0
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Intmdt Muni Debt Funds
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IMD
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0.16%
|
7
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$1,573.8
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Loan Participation Funds
**
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LP
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1.58%
|
48
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$14,451.6
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Natural Resources Funds
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NR
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-10.40%
|
12
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$2,809.2
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NJ Muni Debt Funds
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NJ
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0.13%
|
6
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$1,564.4
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NY Muni Debt Funds
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NY
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-0.83%
|
20
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$4,185.2
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Opt Arbitrage/Opt Strat
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OS
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-2.74%
|
30
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$20,082.6
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Other States Muni Debt
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OTH
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-0.91%
|
26
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$3,347.1
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PA Muni Debt Funds
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PA
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-0.41%
|
6
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$1,149.9
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Pacific Ex Japan Funds
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XJ
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-16.06%
|
2
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$202.2
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Real Estate Funds
**
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RE
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3.48%
|
39
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$12,048.5
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Sector Equity Funds
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SE
|
0.11%
|
21
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$6,524.6
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US Mortgage Funds
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USM
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3.22%
|
10
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$1,809.3
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Utility Funds
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UT
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-3.13%
|
11
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$8,898.6
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Value Funds
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VE
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-3.90%
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7
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$4,547.6
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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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