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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 |
Total Number of Funds
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628
|
Total Net Assets (mil)*
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$288,761.5
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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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|
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Lipper Classification Average for
1 Year
as of
5/26/2022
|
Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
CA Muni Debt Funds
|
CAG
|
-12.95%
|
13
|
$6,311.7
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Convertible Sec Funds
|
CV
|
-17.21%
|
13
|
$5,476.4
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Corp Debt BBB Leveraged
|
BBBL
|
-8.34%
|
9
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$3,799.0
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Corp Debt BBB Rated Fds
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BBB
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-9.38%
|
6
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$1,226.9
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Developed Market Funds
|
DM
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-14.35%
|
13
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$2,309.6
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Diversified Equity Fds
**
|
DEF
|
-6.15%
|
28
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$23,307.4
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Emerging Markets Funds
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EM
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-25.27%
|
15
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$3,451.0
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Emg Mkts HC Debt Funds
**
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EMD
|
-16.56%
|
8
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$1,798.8
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Energy MLP Funds
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EMP
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30.08%
|
16
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$6,270.8
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Gen & Ins Leveraged
**
|
GML
|
-11.91%
|
59
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$37,869.7
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Gen & Ins Unleveraged
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GIM
|
-7.21%
|
4
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$1,187.4
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General Bond Funds
**
|
GB
|
-3.71%
|
71
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$20,506.6
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Global Funds
**
|
GL
|
-11.38%
|
31
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$10,632.0
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Global Income Funds
**
|
GLI
|
-3.68%
|
17
|
$10,349.8
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Hi Yld Muni Debt Funds
**
|
HM
|
-12.12%
|
17
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$4,799.0
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High Yield Fds Leveraged
|
HYL
|
-7.18%
|
38
|
$18,516.1
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High Yield Funds
**
|
HY
|
-5.39%
|
11
|
$1,719.5
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Income & Pref Stock Fds
**
|
PS
|
-5.15%
|
38
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$20,467.6
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Intmdt Muni Debt Funds
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IMD
|
-10.05%
|
3
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$1,297.8
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Loan Participation Funds
**
|
LP
|
-0.82%
|
57
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$19,956.2
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Natural Resources Funds
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NR
|
32.34%
|
9
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$2,894.0
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NJ Muni Debt Funds
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NJ
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-12.20%
|
2
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$1,310.5
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NY Muni Debt Funds
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NY
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-12.59%
|
13
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$3,626.0
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Opt Arbitrage/Opt Strat
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OS
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-3.20%
|
31
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$23,061.3
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Oth States Muni Debt Fds
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OTH
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-11.30%
|
9
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$1,435.0
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PA Muni Debt Funds
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PA
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-10.15%
|
3
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$998.6
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Real Estate Funds
**
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RE
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17.12%
|
43
|
$22,410.8
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Sector Equity Funds
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SE
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-5.93%
|
28
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$20,444.8
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US Mortgage Funds
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USM
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-3.62%
|
12
|
$1,273.7
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Utility Funds
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UT
|
7.61%
|
11
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$10,646.1
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** New Fund(s) within last six months, based on inception date of fund.
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Resources
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