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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636
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Total Net Assets (mil)*
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$255,734.3
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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
2/20/2020
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| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
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CA Muni Debt Funds
|
CAG
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13.84%
|
16
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$7,884.6
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Convertible Sec Funds
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CV
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20.39%
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13
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$5,269.1
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Corp Debt BBB Leveraged
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BBBL
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12.92%
|
7
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$4,152.3
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Corp Debt BBB Rated Fds
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BBB
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12.86%
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6
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$1,479.1
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Developed Market Funds
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DM
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13.00%
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11
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$2,141.3
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Diversified Equity Fds
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DEF
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14.29%
|
26
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$20,075.7
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Emerging Markets Funds
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EM
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10.56%
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16
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$4,362.2
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Emg Mkts HC Debt Funds
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EMD
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4.83%
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7
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$2,536.4
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Energy MLP Funds
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EMP
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-14.71%
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23
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$11,545.8
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Gen & Ins Leveraged
**
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GML
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12.69%
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64
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$44,298.2
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Gen & Ins Unleveraged
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GIM
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10.19%
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7
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$1,537.8
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General Bond Funds
**
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GB
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10.15%
|
55
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$15,012.5
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Global Funds
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GL
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12.57%
|
25
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$7,191.5
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Global Income Funds
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GLI
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10.99%
|
18
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$9,280.4
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Hi Yld Muni Debt Funds
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HM
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12.51%
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12
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$4,225.5
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High Yield Fds Leveraged
**
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HYL
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9.36%
|
40
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$18,332.4
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High Yield Funds
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HY
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10.02%
|
9
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$1,532.8
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Income & Pref Stock Fds
**
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PS
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13.73%
|
37
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$17,044.4
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Intmdt Muni Debt Funds
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IMD
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7.38%
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6
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$1,419.2
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Loan Participation Funds
**
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LP
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5.14%
|
60
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$14,760.7
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Natural Resources Funds
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NR
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-7.52%
|
12
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$2,876.0
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NJ Muni Debt Funds
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NJ
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11.42%
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4
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$1,609.5
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NY Muni Debt Funds
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NY
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11.87%
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18
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$4,623.9
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Opt Arbitrage/Opt Strat
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OS
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14.05%
|
30
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$20,687.4
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Oth States Muni Debt Fds
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OTH
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10.84%
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18
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$2,998.2
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PA Muni Debt Funds
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PA
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11.13%
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4
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$1,319.5
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Real Estate Funds
**
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RE
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8.10%
|
44
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$16,470.4
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Sector Equity Funds
**
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SE
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12.85%
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28
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$13,570.8
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US Mortgage Funds
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USM
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8.33%
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9
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$1,597.1
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Utility Funds
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UT
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19.71%
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11
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$10,162.7
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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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