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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635
|
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Total Net Assets (mil)*
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$259,153.9
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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
3/31/2020
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
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3.59%
|
16
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$8,040.9
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Convertible Sec Funds
|
CV
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-11.03%
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13
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$5,019.5
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Corp Debt BBB Leveraged
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BBBL
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-1.09%
|
7
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$3,975.9
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Corp Debt BBB Rated Fds
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BBB
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2.40%
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6
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$1,485.5
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Developed Market Funds
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DM
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-14.22%
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11
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$1,819.2
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Diversified Equity Fds
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DEF
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-17.76%
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26
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$18,365.2
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Emerging Markets Funds
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EM
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-19.69%
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16
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$4,088.6
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Emg Mkts HC Debt Funds
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EMD
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-20.52%
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7
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$2,476.4
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Energy MLP Funds
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EMP
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-73.35%
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23
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$8,136.9
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Gen & Ins Leveraged
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GML
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1.79%
|
64
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$45,393.0
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Gen & Ins Unleveraged
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GIM
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3.10%
|
7
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$1,562.6
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General Bond Funds
**
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GB
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-10.18%
|
55
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$14,556.1
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Global Funds
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GL
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-16.53%
|
25
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$6,666.7
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Global Income Funds
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GLI
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-10.07%
|
18
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$8,046.7
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Hi Yld Muni Debt Funds
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HM
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0.25%
|
12
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$4,330.3
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High Yield Fds Leveraged
**
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HYL
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-13.90%
|
41
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$18,890.2
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High Yield Funds
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HY
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-9.88%
|
9
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$1,504.8
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Income & Pref Stock Fds
**
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PS
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-14.11%
|
37
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$15,800.4
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Intmdt Muni Debt Funds
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IMD
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1.38%
|
6
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$1,433.3
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Loan Participation Funds
**
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LP
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-15.14%
|
60
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$14,639.6
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Natural Resources Funds
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NR
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-50.76%
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12
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$2,561.4
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NJ Muni Debt Funds
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NJ
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2.21%
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4
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$1,634.6
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NY Muni Debt Funds
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NY
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2.05%
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18
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$4,699.9
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Opt Arbitrage/Opt Strat
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OS
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-9.94%
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30
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$19,002.2
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Oth States Muni Debt Fds
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OTH
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2.90%
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17
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$2,884.8
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PA Muni Debt Funds
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PA
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2.94%
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4
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$1,339.1
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Real Estate Funds
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RE
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-10.43%
|
44
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$17,220.6
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Sector Equity Funds
**
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SE
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-11.72%
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28
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$12,938.5
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US Mortgage Funds
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USM
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-11.05%
|
9
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$1,605.1
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Utility Funds
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UT
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-16.78%
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10
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$9,789.5
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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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