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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628
|
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Total Net Assets (mil)*
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$263,607.5
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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
5/6/2021
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
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12.20%
|
15
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$7,837.8
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Convertible Sec Funds
|
CV
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52.71%
|
13
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$6,821.9
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Corp Debt BBB Leveraged
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BBBL
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14.32%
|
9
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$4,359.4
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Corp Debt BBB Rated Fds
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BBB
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8.78%
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6
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$1,433.3
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Developed Market Funds
**
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DM
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54.27%
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13
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$2,703.3
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Diversified Equity Fds
**
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DEF
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58.21%
|
29
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$24,701.6
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Emerging Markets Funds
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EM
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57.10%
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15
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$4,783.1
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Emg Mkts HC Debt Funds
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EMD
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28.39%
|
7
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$2,260.5
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Energy MLP Funds
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EMP
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62.54%
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19
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$5,021.8
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Gen & Ins Leveraged
**
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GML
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16.79%
|
60
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$46,973.3
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Gen & Ins Unleveraged
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GIM
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9.60%
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6
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$1,325.6
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General Bond Funds
**
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GB
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26.13%
|
69
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$16,190.7
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Global Funds
**
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GL
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51.30%
|
28
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$10,768.5
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Global Income Funds
**
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GLI
|
24.02%
|
18
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$10,946.2
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Hi Yld Muni Debt Funds
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HM
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17.85%
|
12
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$4,364.8
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High Yield Fds Leveraged
**
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HYL
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29.01%
|
42
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$20,089.2
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High Yield Funds
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HY
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26.87%
|
10
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$1,760.5
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Income & Pref Stock Fds
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PS
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31.28%
|
36
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$18,864.0
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Intmdt Muni Debt Funds
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IMD
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12.68%
|
3
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$959.7
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Loan Participation Funds
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LP
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25.18%
|
58
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$14,516.9
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Natural Resources Funds
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NR
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47.67%
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10
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$2,479.1
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NJ Muni Debt Funds
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NJ
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15.26%
|
3
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$1,567.9
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NY Muni Debt Funds
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NY
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12.60%
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14
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$4,512.8
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Opt Arbitrage/Opt Strat
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OS
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36.74%
|
29
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$22,895.2
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Oth States Muni Debt Fds
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OTH
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11.54%
|
11
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$1,931.1
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PA Muni Debt Funds
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PA
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12.86%
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3
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$1,290.4
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Real Estate Funds
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RE
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17.28%
|
43
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$15,826.8
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Sector Equity Funds
**
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SE
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43.38%
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27
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$23,111.9
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US Mortgage Funds
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USM
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20.32%
|
9
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$1,470.8
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Utility Funds
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UT
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39.02%
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11
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$10,078.2
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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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