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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639
|
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Total Net Assets (mil)*
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$234,290.7
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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
11/21/2019
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
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12.66%
|
16
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$7,707.7
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Convertible Sec Funds
|
CV
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16.82%
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13
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$5,032.6
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Corp Debt BBB Leveraged
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BBBL
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13.18%
|
7
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$4,081.8
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Corp Debt BBB Rated Fds
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BBB
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12.84%
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6
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$1,469.5
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Developed Market Funds
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DM
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13.09%
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11
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$2,070.6
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Diversified Equity Fds
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DEF
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12.18%
|
26
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$18,693.0
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Emerging Markets Funds
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EM
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11.14%
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16
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$4,126.9
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Emg Mkts HC Debt Funds
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EMD
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6.61%
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7
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$2,510.1
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Energy MLP Funds
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EMP
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-10.73%
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23
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$7,755.3
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Gen & Ins Leveraged
**
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GML
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11.96%
|
64
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$42,360.8
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Gen & Ins Unleveraged
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GIM
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9.93%
|
7
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$1,507.0
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General Bond Funds
**
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GB
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8.12%
|
54
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$14,005.6
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Global Funds
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GL
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12.29%
|
26
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$6,710.8
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Global Income Funds
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GLI
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9.87%
|
18
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$9,081.9
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Hi Yld Muni Debt Funds
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HM
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12.12%
|
12
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$4,030.1
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High Yield Fds Leveraged
**
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HYL
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7.62%
|
41
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$18,153.5
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High Yield Funds
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HY
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7.63%
|
9
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$1,456.4
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Income & Pref Stock Fds
**
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PS
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13.06%
|
37
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$14,940.4
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Intmdt Muni Debt Funds
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IMD
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7.96%
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6
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$1,396.7
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Loan Participation Funds
**
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LP
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2.04%
|
58
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$14,823.8
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Natural Resources Funds
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NR
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-5.18%
|
12
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$3,018.1
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NJ Muni Debt Funds
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NJ
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11.44%
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4
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$1,574.1
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NY Muni Debt Funds
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NY
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11.51%
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18
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$4,520.6
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Opt Arbitrage/Opt Strat
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OS
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11.92%
|
31
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$20,160.4
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Oth States Muni Debt Fds
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OTH
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11.01%
|
18
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$2,938.6
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PA Muni Debt Funds
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PA
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11.29%
|
4
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$1,293.2
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Real Estate Funds
**
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RE
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8.72%
|
47
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$10,450.0
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Science & Technology Fds
**
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TK
|
--
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1
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$615.1
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Sector Equity Funds
**
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SE
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10.55%
|
26
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$10,168.4
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US Mortgage Funds
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USM
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8.37%
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10
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$1,709.4
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Utility Funds
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UT
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15.41%
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11
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$7,232.7
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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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