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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 †.

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Classifications
Lipper Classification Summary
Statistic Value
Total Number of Funds 636
Total Net Assets (mil)* $255,458.3

*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 2/19/2020
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 13.63% 16 $7,884.6
Convertible Sec Funds CV 20.38% 13 $5,269.1
Corp Debt BBB Leveraged BBBL 12.82% 7 $4,152.3
Corp Debt BBB Rated Fds BBB 12.62% 6 $1,479.1
Developed Market Funds DM 14.15% 11 $2,141.3
Diversified Equity Fds DEF 14.84% 26 $20,075.7
Emerging Markets Funds EM 12.35% 16 $4,362.2
Emg Mkts HC Debt Funds EMD 5.11% 7 $2,536.4
Energy MLP Funds EMP -15.80% 23 $11,545.8
Gen & Ins Leveraged ** GML 12.54% 64 $44,298.2
Gen & Ins Unleveraged GIM 10.09% 7 $1,537.8
General Bond Funds ** GB 10.19% 55 $15,012.5
Global Funds GL 13.22% 25 $7,191.5
Global Income Funds GLI 11.14% 18 $9,280.4
Hi Yld Muni Debt Funds HM 12.42% 12 $4,225.5
High Yield Fds Leveraged ** HYL 9.45% 40 $18,332.4
High Yield Funds HY 10.16% 9 $1,532.8
Income & Pref Stock Fds ** PS 13.81% 37 $17,041.7
Intmdt Muni Debt Funds IMD 7.33% 6 $1,419.2
Loan Participation Funds ** LP 5.33% 60 $14,760.7
Natural Resources Funds NR -7.56% 12 $2,876.0
NJ Muni Debt Funds NJ 11.29% 4 $1,609.5
NY Muni Debt Funds NY 11.71% 18 $4,623.9
Opt Arbitrage/Opt Strat OS 14.87% 30 $20,687.4
Oth States Muni Debt Fds OTH 10.73% 18 $2,998.2
PA Muni Debt Funds PA 10.99% 4 $1,319.5
Real Estate Funds ** RE 7.57% 44 $16,470.4
Sector Equity Funds ** SE 13.07% 28 $13,570.8
US Mortgage Funds USM 8.25% 9 $1,597.1
Utility Funds UT 20.29% 11 $10,162.7

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** New Fund(s) within last six months, based on inception date of fund. 


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