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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608
|
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Total Net Assets (mil)*
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$218,099.5
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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
8/21/2017
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
|
-0.53%
|
19
|
$7,431.2
|
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Convertible Sec Funds
**
|
CV
|
10.11%
|
14
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$6,175.0
|
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Core Funds
|
CE
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10.37%
|
19
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$9,499.7
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Corp Debt BBB Leveraged
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BBBL
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4.35%
|
7
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$4,083.9
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Corp Debt BBB Rated Fds
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BBB
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2.98%
|
7
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$1,709.9
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Developed Market Funds
|
DM
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14.81%
|
15
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$2,924.5
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Emerging Markets Funds
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EM
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15.19%
|
22
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$5,419.3
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Emg Mkts HC Debt Funds
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EMD
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7.33%
|
7
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$2,965.7
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Energy MLP Funds
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EMP
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-7.21%
|
25
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$7,182.7
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Gen & Ins Leveraged
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GML
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-0.50%
|
61
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$37,886.1
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Gen & Ins Unleveraged
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GIM
|
0.34%
|
7
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$1,458.8
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General Bond Funds
**
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GB
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10.90%
|
40
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$13,324.3
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Global Funds
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GL
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11.81%
|
23
|
$7,527.1
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Global Income Funds
**
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GLI
|
10.91%
|
14
|
$9,334.4
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Growth Funds
|
GE
|
16.34%
|
2
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$144.0
|
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Hi Yld Muni Debt Funds
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HM
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0.42%
|
11
|
$3,695.6
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High Yield Fds Leveraged
**
|
HYL
|
10.81%
|
36
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$16,023.0
|
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High Yield Funds
**
|
HY
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9.78%
|
13
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$3,356.2
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Income & Pref Stock Fds
**
|
PS
|
7.01%
|
32
|
$15,813.8
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Intmdt Muni Debt Funds
|
IMD
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-0.22%
|
11
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$2,173.3
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Loan Participation Funds
**
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LP
|
8.02%
|
42
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$12,791.7
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Natural Resources Funds
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NR
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-5.89%
|
11
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$3,100.4
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NJ Muni Debt Funds
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NJ
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-0.80%
|
8
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$1,645.1
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NY Muni Debt Funds
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NY
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-0.46%
|
19
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$4,372.5
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Opt Arbitrage/Opt Strat
**
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OS
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12.29%
|
31
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$20,380.0
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Other States Muni Debt
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OTH
|
-1.02%
|
26
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$3,546.3
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PA Muni Debt Funds
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PA
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-1.10%
|
6
|
$1,217.7
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Pacific Ex Japan Funds
|
XJ
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14.70%
|
5
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$500.5
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Real Estate Funds
**
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RE
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3.64%
|
32
|
$7,352.6
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Sector Equity Funds
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SE
|
7.45%
|
18
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$7,315.8
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US Mortgage Funds
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USM
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8.08%
|
7
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$1,506.8
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Utility Funds
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UT
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9.01%
|
11
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$6,439.4
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Value Funds
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VE
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7.58%
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7
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$6,959.4
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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
Harvest — CEFA Channel
Legg Mason CEFs
Seeking Alpha — CEFA Channel
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